401(k) · DOL Form 5500 · 2024

Allen & Gerritsen, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
70
Participants Small participant base
65th
Percentile by assets National rank
$217,750
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allen & Gerritsen, Inc. 401(k) Retirement Plan · Sponsored by Allen & Gerritsen, Inc. · Massachusetts · Professional & Technical Services

$15M in assets, 70 participants

Allen & Gerritsen, Inc.'s Allen & Gerritsen, Inc. 401(k) Retirement Plan reported $15M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,892 in Professional & Technical Services (20,173 peers)

Allen & Gerritsen, Inc. multi-year trail

Allen & Gerritsen, Inc.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Allen & Gerritsen, Inc. 401(k) Retirement Plan at $15M / 70 participants.

#12,892
in Professional & Technical Services (20,173 peers)
+2.1%
assets growth YoY

Allen & Gerritsen, Inc. 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Allen & Gerritsen, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$15,242,506 Top 35% higher than 65% 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

Allen & Gerritsen, Inc. 401(k) Retirement 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. Allen & Gerritsen, Inc. 401(k) Retirement Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allen & Gerritsen, Inc. 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $308K in the plan year 2024 filing.
  • Allen & Gerritsen, Inc. 401(k) Retirement Plan reported participants fell from 93 in the plan year 2023 filing to 70 in the plan year 2024 filing.
  • Allen & Gerritsen, Inc. 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042961198 · Allen & Gerritsen, Inc. PY 2024 · 401(k)

Allen & Gerritsen, Inc. 401(k) Retirement Plan · $15M · 70 · 65th

  • PHOTO $15M
  • PHOTO 70
  • PHOTO 65th
  • PHOTO 401(k)
  • PHOTO near Security Properties Residential, LLC 401(k) Plan
  • PHOTO ind #12892

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 Massachusetts →

Allen & Gerritsen, Inc. 401(k) Retirement Plan in the asset neighbourhood

Allen & Gerritsen, Inc. 401(k) Retirement PlanAllen & Gerritsen, Inc. 401(…$15MSecurity Properties Residential, LLC 401(k) PlanSecurity Properties Resident…$15MPatco Products, LLC. Retirement Savings PlanPatco Products, LLC. Retirem…$15MAuxiant 401(k) Retirement PlanAuxiant 401(k) Retirement Pl…$15MSunvera Group, LLC 401(k) Savings PlanSunvera Group, LLC 401(k) Sa…$15M
End-of-year total assets ($M) among Allen & Gerritsen, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Allen & Gerritsen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allen & Gerritsen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.358431494257037% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.3M $15.2M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 79 $12M
2023 1 93 $15M
2024 1 70 $15M

Allen & Gerritsen, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$308K
Employer EIN042961198
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Allen & Gerritsen, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Allen & Gerritsen, Inc. 401(k) Retirement Plan, Total assets ($B): 0.015242506 · Participants: 70Allen & Gerritsen, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Allen & Gerritsen, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Allen & Gerritsen, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Allen & Gerritsen, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Security Properties Residential, LLC 401(k) Plan in WA ($15M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Allen & Gerritsen, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Allen & Gerritsen, Inc. 401(k) Retirement Plan edged up modestly - up 2.1% during 2024, from $15M to $15M. Reported net income was $308K.
How have Allen & Gerritsen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen & Gerritsen, Inc.'s sponsor-wide assets grew 24.4%, from $12M to $15M.
Which 401(k) plans are similar in size to Allen & Gerritsen, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security Properties Residential, LLC 401(k) Plan in WA ($15M, 723 participants).
Which 401(k) plans cover a similar participant headcount to Allen & Gerritsen, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 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 042961198.

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.