401(k) · DOL Form 5500 · 2024
Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $334,937
- Avg per participant High balance/head
Official DOL plan name: Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan · Sponsored by Nason, Yeager, Gerson, Harris & Fumero, P.a. · Florida · Professional & Technical Services
$21M in assets, 64 participants
Nason, Yeager, Gerson, Harris & Fumero, P.a.'s Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan reported $21M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,314 in Professional & Technical Services (20,173 peers)
Nason, Yeager, Gerson, Harris & Fumero, P.a. multi-year trail
Nason, Yeager, Gerson, Harris & Fumero, P.a.'s plans moved +33.2% in assets from 2022 to 2024; this filing shows Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan at $21M / 64 participants.
- #14,314
- in Professional & Technical Services (20,173 peers)
- +24.6%
- assets growth YoY
Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan's outsized position by total assets
Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,435,959 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan reported participants rose from 54 in the plan year 2023 filing to 64 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 591280063 · Nason, Yeager, Gerson, Harris & Fumero, P.a. PY 2024 · 401(k)
Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan · $21M · 64 · 72nd
- ASSETS $21M
- ASSETS 64
- ASSETS 72nd
- ASSETS 401(k)
- ASSETS near Glancy Prongay & Murray LLP 401(k) Plan
- ASSETS ind #14314
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 Professional & Technical Services retirement plans → · Plans in Florida →
Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan in the asset neighbourhood
Nason, Yeager, Gerson, Harris & Fumero, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Nason, Yeager, Gerson, Harris & Fumero, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 33.208627630341006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $16M |
| 2023 | 1 | 54 | $17M |
| 2024 | 1 | 64 | $21M |
Nason, Yeager, Gerson, Harris & Fumero, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 591280063 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Nason, Yeager, Gerson, Harris & Fumero, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Glancy Prongay & Murray LLP 401(k) Plan in CA ($21M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (64 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.