401(k) · DOL Form 5500 · 2024

Gary & Leo's Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
97
Participants Small participant base
46th
Percentile by assets National rank
$64,894
Avg per participant Low balance/head
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Official DOL plan name: Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust · Sponsored by Gary & Leo's Inc. · Montana · Retail Trade

$6M in assets, 97 participants

Gary & Leo's Inc.'s Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust reported $6M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 46th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,568 in Retail Trade (8,048 peers)

Gary & Leo's Inc. multi-year trail

Gary & Leo's Inc.'s plans moved +20.8% in assets from 2022 to 2024; this filing shows Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust at $6M / 97 participants.

#4,568
in Retail Trade (8,048 peers)
+3.5%
assets growth YoY

Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,294,681 46th percentile higher than 46% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust reported net income fell from $870K in the plan year 2023 filing to $216K in the plan year 2024 filing.
  • Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust reported participants fell from 101 in the plan year 2023 filing to 97 in the plan year 2024 filing.
  • Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810450061 · Gary & Leo's Inc. PY 2024 · 401(k)

Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust · $6M · 97 · 46th

  • SCH $6M
  • SCH 97
  • SCH 46th
  • SCH 401(k)
  • SCH near T and T Consulting Services 401(k) Plan
  • SCH ind #4568

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Montana →

Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust in the asset neighbourhood

Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & TrustGary & Leo's Inc. Cash or De…$6MT and T Consulting Services 401(k) PlanT and T Consulting Services …$6MMorningstar Senior Living Retirement PlanMorningstar Senior Living Re…$6MJitasa, Inc. 401(k) Plan$6MThe Wanasek Corp. 401(k) Plan$6M
End-of-year total assets ($M) among Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gary & Leo's Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gary & Leo's Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.836004849810223% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.21M $6.29M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 95 $5M
2023 1 101 $6M
2024 1 97 $6M

Gary & Leo's Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$216K
Employer EIN810450061
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust, Total assets ($M): 6.294681 · Participants: 97Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust side-by-side with 3 peers →

Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is T and T Consulting Services 401(k) Plan in VA ($6M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust assets move in 2024? ▼
Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust edged up modestly - up 3.5% during 2024, from $6M to $6M. Reported net income was $216K.
How have Gary & Leo's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gary & Leo's Inc.'s sponsor-wide assets grew 20.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is T and T Consulting Services 401(k) Plan in VA ($6M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810450061.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.