401(k) · DOL Form 5500 · 2024

Sher/Gelb, an Accountancy Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
14
Participants Small participant base
48th
Percentile by assets National rank
$502,726
Avg per participant High balance/head
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Official DOL plan name: Sher/Gelb, an Accountancy Corporation Profit Sharing Plan · Sponsored by Sher/Gelb, an Accountancy Corporation · California · Professional & Technical Services

$7M in assets, 14 participants

Sher/Gelb, an Accountancy Corporation's Sher/Gelb, an Accountancy Corporation Profit Sharing Plan reported $7M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,383 in Professional & Technical Services (20,173 peers)

Sher/Gelb, an Accountancy Corporation multi-year trail

Sher/Gelb, an Accountancy Corporation's plans moved +36.8% in assets from 2022 to 2024; this filing shows Sher/Gelb, an Accountancy Corporation Profit Sharing Plan at $7M / 14 participants.

#9,383
in Professional & Technical Services (20,173 peers)
+14.6%
assets growth YoY

Sher/Gelb, an Accountancy Corporation Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sher/Gelb, an Accountancy Corporation Profit Sharing Plan vs every filed plan by assets

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

$7,038,162 48th percentile higher than 48% 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

Sher/Gelb, an Accountancy Corporation Profit Sharing 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. Sher/Gelb, an Accountancy Corporation Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sher/Gelb, an Accountancy Corporation Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Sher/Gelb, an Accountancy Corporation Profit Sharing Plan reported net income fell from $999K in the plan year 2023 filing to $896K in the plan year 2024 filing.
  • Sher/Gelb, an Accountancy Corporation Profit Sharing Plan reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954279109 · Sher/Gelb, an Accountancy Corporation PY 2024 · 401(k)

Sher/Gelb, an Accountancy Corporation Profit Sharing Plan · $7M · 14 · 48th

  • VS-ST $7M
  • BOY 14
  • SCH 48th
  • EBSA 401(k)
  • PART near Empire State Mines 401(k) Retirement Plan
  • TYPE ind #9383

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 →

Sher/Gelb, an Accountancy Corporation Profit Sharing Plan in the asset neighbourhood

Sher/Gelb, an Accountancy Corporation Profit Sharing PlanSher/Gelb, an Accountancy Co…$7MEmpire State Mines 401(k) Retirement PlanEmpire State Mines 401(k) Re…$7MEntertainment Properties Group, Inc. 401(k) PlanEntertainment Properties Gro…$7MBrandstar 401(k) Retirement PlanBrandstar 401(k) Retirement …$7MKyle Mathison Orchards, Inc. 401(k) Savings Plan and TrustKyle Mathison Orchards, Inc.…$7M
End-of-year total assets ($M) among Sher/Gelb, an Accountancy Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sher/Gelb, an Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sher/Gelb, an Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 36.84003616320103% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.14M $7.04M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 13 $6M
2024 1 14 $7M

Sher/Gelb, an Accountancy Corporation filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$896K
Employer EIN954279109
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sher/Gelb, an Accountancy Corporation Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sher/Gelb, an Accountancy Corporation Profit Sharing Plan, Total assets ($B): 0.007038162 · Participants: 14Sher/Gelb, an Accountancy Corporation Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sher/Gelb, an Accountancy Corporation Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sher/Gelb, an Accountancy Corporation Profit Sharing Plan side-by-side with 3 peers →

Sher/Gelb, an Accountancy Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Empire State Mines 401(k) Retirement Plan in NY ($7M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Sher/Gelb, an Accountancy Corporation Profit Sharing Plan assets move in 2024? ▼
Sher/Gelb, an Accountancy Corporation Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $6M to $7M. Reported net income was $896K.
How have Sher/Gelb, an Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sher/Gelb, an Accountancy Corporation's sponsor-wide assets grew 36.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Sher/Gelb, an Accountancy Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Empire State Mines 401(k) Retirement Plan in NY ($7M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Sher/Gelb, an Accountancy Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 954279109.

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.