401(k) · DOL Form 5500 · 2024

Generational Equity LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
310
Participants Below avg headcount
79th
Percentile by assets National rank
$105,042
Avg per participant Below avg balance/head
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Official DOL plan name: Generational Equity, LLC 401(k) Plan · Sponsored by Generational Equity LLC · Texas · Professional & Technical Services

$33M in assets, 310 participants

Generational Equity LLC's Generational Equity, LLC 401(k) Plan reported $33M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #15,890 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Generational Equity, LLC 401(k) Plan covers 310 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $33M.

#15,890
in Professional & Technical Services (20,173 peers)
+22.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Generational Equity, LLC 401(k) Plan's outsized position by total assets

Generational Equity, LLC 401(k) Plan vs every filed plan by assets

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

$32,563,014 Top 21% higher than 79% 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

Generational Equity, LLC 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. Generational Equity, LLC 401(k) Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Generational Equity, LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Generational Equity, LLC 401(k) Plan reported participants rose from 271 in the plan year 2023 filing to 310 in the plan year 2024 filing.
  • Generational Equity, LLC 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 861122234 · Generational Equity LLC PY 2024 · 401(k)

Generational Equity, LLC 401(k) Plan · $33M · 310 · 79th

  • ASSETS $33M
  • PCT 310
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Lumenis Be, Inc. 401(k) Plan
  • IND ind #15890

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 Texas →

Generational Equity, LLC 401(k) Plan in the asset neighbourhood

Charles Mcmurray Company of Fresno 401(k) Profit Sharing PlanCharles Mcmurray Company of …$33MGenerational Equity, LLC 401(k) PlanGenerational Equity, LLC 401…$33MLumenis Be, Inc. 401(k) Plan$33MView 401(k) Plan$33MWood County Telephone Company Savings PlanWood County Telephone Compan…$33M
End-of-year total assets ($M) among Generational Equity, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN861122234
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generational Equity LLC)

Sponsor-wide plan assets over time

All Generational Equity LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 54.268122363093084% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $21.1M $32.6M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 223 $21M
2023 1 271 $27M
2024 1 310 $33M

Nearby 401(k) Plans in Texas

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

Generational Equity, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Generational Equity, LLC 401(k) Plan, Total assets ($B): 0.032563014 · Participants: 310Generational Equity, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Generational Equity, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Generational Equity, LLC 401(k) Plan side-by-side with 3 peers →

Generational Equity, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lumenis Be, Inc. 401(k) Plan in CA ($33M); by covered participants it is The Mortgage Firm, Inc. 401(k) Plan in FL (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Generational Equity, LLC 401(k) Plan assets move in 2024? ▼
Generational Equity, LLC 401(k) Plan grew sharply - up 22.2% during 2024, from $27M to $33M. Reported net income was $6M.
How have Generational Equity LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generational Equity LLC's sponsor-wide assets grew 54.3%, from $21M to $33M.
Where does Generational Equity, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Generational Equity, LLC 401(k) Plan ranks in the 79th 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 Generational Equity, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lumenis Be, Inc. 401(k) Plan in CA ($33M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Generational Equity, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mortgage Firm, Inc. 401(k) Plan in FL (310 participants, $31M 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 861122234.

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.