401(k) · DOL Form 5500 · 2024
Gelfand, Rennert & Feldman, LLC 401(k) Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 622
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $144,748
- Avg per participant Above avg balance/head
Official DOL plan name: Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan · Sponsored by Gelfand, Rennert & Feldman, LLC · California · Professional & Technical Services
$90M in assets, 622 participants
Gelfand, Rennert & Feldman, LLC's Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan reported $90M in total assets and 622 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,307 in Professional & Technical Services (20,173 peers)
Where Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan sits by assets
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $90M for 622 participants (~$144,748/participant), up 15.3% in 2024.
- #18,307
- in Professional & Technical Services (20,173 peers)
- +15.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan's outsized position by total assets
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$90,033,037 Top 10% higher than 90% 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
Gelfand, Rennert & Feldman 401(k) Profit Sharing 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. Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan sits mid-pack in the medium band (622 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan reported net income fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan end-of-year assets rose from $78M in the plan year 2023 filing to $90M in the plan year 2024 filing.
- Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan reported participants rose from 587 in the plan year 2023 filing to 622 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 815179315 · Gelfand, Rennert & Feldman, LLC PY 2024 · 401(k)
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan · $90M · 622 · 90th
- PART $90M
- PART 622
- PART 90th
- PART 401(k)
- PART near Mott Corporation 401(k) Plan
- PART ind #18307
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 California →
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $12M |
| Employer EIN | 815179315 |
| Plan Effective Date | 1999-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gelfand, Rennert & Feldman, LLC)
Sponsor-wide plan assets over time
All Gelfand, Rennert & Feldman, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 42.06794905845834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 928 | $74M |
| 2023 | 2 | 907 | $91M |
| 2024 | 2 | 994 | $105M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Mott Corporation 401(k) Plan in CT ($90M); by covered participants it is Tension Envelope Corporation 401(k) Plan in MO (622 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Mott Corporation 401(k) Plan (CT) $90M · 322
- Greenleaf Trust 401(k) Plan (MI) $90M · 242
- L&m Development Partners LLC 401(k) Retirement Savings Plan (NY) $90M · 491
- Ashford Hospitality Services 401(k) Savings Plan (TX) $90M · 8,479
Similar participant headcount
Nearest other-state filings by covered participants (622 participants); asset peers above are excluded.
- Tension Envelope Corporation 401(k) Plan (MO) 622 · 0 off
- The Hourly 401(k) Savings Plan (NH) 622 · 0 off
- Barrett Financial Group, L.L.C. 401(k) Plan (AZ) 622 · 0 off
- Thrive Communities 401(k) Plan (WA) 622 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.