401(k) · DOL Form 5500 · 2024

Gerald L Richardson Cpa PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$749,017
Avg per participant High balance/head
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Official DOL plan name: The Gerald L Richardson Cpa PC 401-K Retirement Plan · Sponsored by Gerald L Richardson Cpa PC · Virginia · Professional & Technical Services

$2M in assets, 3 participants

Gerald L Richardson Cpa PC's The Gerald L Richardson Cpa PC 401-K Retirement Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,362 in Professional & Technical Services (20,173 peers)

Gerald L Richardson Cpa PC multi-year trail

Gerald L Richardson Cpa PC's plans moved +26.0% in assets from 2022 to 2024; this filing shows The Gerald L Richardson Cpa PC 401-K Retirement Plan at $2M / 3 participants.

#5,362
in Professional & Technical Services (20,173 peers)
+22.6%
assets growth YoY

The Gerald L Richardson Cpa PC 401-K Retirement Plan among the smaller filed plans by assets

The Gerald L Richardson Cpa PC 401-K Retirement Plan vs every filed plan by assets

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

$2,247,051 31st percentile higher than 31% 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

The Gerald L Richardson Cpa PC 401-K Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Gerald L Richardson Cpa PC 401-K Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Gerald L Richardson Cpa PC 401-K Retirement Plan reported net income rose from $9K in the plan year 2023 filing to $414K in the plan year 2024 filing.
  • The Gerald L Richardson Cpa PC 401-K Retirement Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • The Gerald L Richardson Cpa PC 401-K Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 541591563 · Gerald L Richardson Cpa PC PY 2024 · 401(k)

The Gerald L Richardson Cpa PC 401-K Retirement Plan · $2M · 3 · 31st

  • EIN $2M
  • EIN 3
  • EIN 31st
  • EIN 401(k)
  • EIN near Texas Center for Urology 401(k) & Profit Sharing Plan
  • EIN ind #5362

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 Virginia →

The Gerald L Richardson Cpa PC 401-K Retirement Plan in the asset neighbourhood

The Gerald L Richardson Cpa PC 401-K Retirement PlanThe Gerald L Richardson Cpa …$2MTexas Center for Urology 401(k) & Profit Sharing PlanTexas Center for Urology 401…$2MWilliam J Rizzo, Dmd, PA 401(k) PlanWilliam J Rizzo, Dmd, PA 401…$2MTd & H Services, Inc. 401(k) Profit Sharing PlanTd & H Services, Inc. 401(k)…$2MZenith Talent 401(k) Plan$2M
End-of-year total assets ($M) among The Gerald L Richardson Cpa PC 401-K Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gerald L Richardson Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Gerald L Richardson Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.041252404479565% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.25M $2.84M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 5 $2M
2023 2 5 $2M
2024 2 4 $3M

Gerald L Richardson Cpa PC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$414K
Employer EIN541591563
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

The Gerald L Richardson Cpa PC 401-K Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Gerald L Richardson Cpa PC 401-K Retirement Plan, Total assets ($B): 0.002247051 · Participants: 3The Gerald L Richardson Cpa PC 401-K Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
The Gerald L Richardson Cpa PC 401-K Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Gerald L Richardson Cpa PC 401-K Retirement Plan side-by-side with 3 peers →

The Gerald L Richardson Cpa PC 401-K Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Texas Center for Urology 401(k) & Profit Sharing Plan in TX ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 The Gerald L Richardson Cpa PC 401-K Retirement Plan assets move in 2024? ▼
The Gerald L Richardson Cpa PC 401-K Retirement Plan grew sharply - up 22.6% during 2024, from $2M to $2M. Reported net income was $414K.
How have Gerald L Richardson Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald L Richardson Cpa PC's sponsor-wide assets grew 26.0%, from $2M to $3M.
Which 401(k) plans are similar in size to The Gerald L Richardson Cpa PC 401-K Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas Center for Urology 401(k) & Profit Sharing Plan in TX ($2M, 37 participants).
Which 401(k) plans cover a similar participant headcount to The Gerald L Richardson Cpa PC 401-K Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 541591563.

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.