401(k) · DOL Form 5500 · 2024

Gorman & Company, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
552
Participants Below avg headcount
80th
Percentile by assets National rank
$64,807
Avg per participant Low balance/head
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Official DOL plan name: Gorman 401(k) Plan · Sponsored by Gorman & Company, LLC · Wisconsin · Real Estate

$36M in assets, 552 participants

Gorman & Company, LLC's Gorman 401(k) Plan reported $36M in total assets and 552 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,192 in Real Estate (4,605 peers)

Where Gorman 401(k) Plan sits by assets

Gorman 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 552 participants (~$64,807/participant), up 19.6% in 2024.

#4,192
in Real Estate (4,605 peers)
+19.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gorman 401(k) Plan's outsized position by total assets

Gorman 401(k) Plan vs every filed plan by assets

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

$35,773,285 Top 20% higher than 80% 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

Gorman 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gorman 401(k) Plan sits mid-pack in the medium band (552 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gorman 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Gorman 401(k) Plan reported participants rose from 465 in the plan year 2023 filing to 552 in the plan year 2024 filing.
  • Gorman 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 823739186 · Gorman & Company, LLC PY 2024 · 401(k)

Gorman 401(k) Plan · $36M · 552 · 80th

  • EIN $36M
  • RANK 552
  • PHOTO 80th
  • IND 401(k)
  • EOY near Ogden Cap Properties, LLC 401(k) Plan
  • 5500 ind #4192

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 Real Estate retirement plans → · Plans in Wisconsin →

Gorman 401(k) Plan in the asset neighbourhood

Gorman 401(k) Plan$36MOgden Cap Properties, LLC 401(k) PlanOgden Cap Properties, LLC 40…$36MFive Rivers Cattle Feeding, LLC 401(k) PlanFive Rivers Cattle Feeding, …$36MGroundswell 401(k) Plan$36MHarris Farms Savings and Investment PlanHarris Farms Savings and Inv…$36M
End-of-year total assets ($M) among Gorman 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN823739186
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gorman & Company, LLC)

Sponsor-wide plan assets over time

All Gorman & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 55.491030747407656% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23M $35.8M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 400 $23M
2023 1 465 $30M
2024 1 552 $36M

Nearby 401(k) Plans in Wisconsin

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

Gorman 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Gorman 401(k) Plan, Total assets ($B): 0.035773285 · Participants: 552Gorman 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Gorman 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Gorman 401(k) Plan side-by-side with 3 peers →

Gorman 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ogden Cap Properties, LLC 401(k) Plan in NY ($36M); by covered participants it is Lion Star 401(k) Plan in TX (552 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (552 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 Gorman 401(k) Plan assets move in 2024? ▼
Gorman 401(k) Plan grew sharply - up 19.6% during 2024, from $30M to $36M. Reported net income was $6M.
How have Gorman & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gorman & Company, LLC's sponsor-wide assets grew 55.5%, from $23M to $36M.
Where does Gorman 401(k) Plan rank by assets among Form 5500 filers? ▼
Gorman 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gorman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ogden Cap Properties, LLC 401(k) Plan in NY ($36M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Gorman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lion Star 401(k) Plan in TX (552 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 823739186.

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.