401(k) · DOL Form 5500 · 2024

Gavin & Dolliver Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 5
Participants Small participant base: 26th
Percentile by assets National rank: $267,969
Avg per participant High balance/head

Official DOL plan name: Gavin & Dolliver Wealth Management 401(k) Retirement Plan · Sponsored by Gavin & Dolliver Wealth Management, LLC · New York · Finance & Insurance

$1M in assets, 5 participants

Gavin & Dolliver Wealth Management, LLC's Gavin & Dolliver Wealth Management 401(k) Retirement Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#1,314 in Finance & Insurance (8,549 peers)

2024 asset change

Gavin & Dolliver Wealth Management 401(k) Retirement Plan grew sharply 23.2% in 2024 ($1M → $1M) for 5 participants.

#1,314
in Finance & Insurance (8,549 peers): +23.2%
assets growth YoY

Gavin & Dolliver Wealth Management 401(k) Retirement Plan among the smaller filed plans by assets

Gavin & Dolliver Wealth Management 401(k) Retirement Plan vs every filed plan by assets

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

$1,339,844 26th percentile higher than 26% 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

Gavin & Dolliver Wealth Management 401(k) Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gavin & Dolliver Wealth Management 401(k) Retirement Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 471550630 · Gavin & Dolliver Wealth Management, LLC PY 2024 · 401(k)

Gavin & Dolliver Wealth Management 401(k) Retirement Plan · $1M · 5 · 26th

BOOK $1M
VS-ST 5
BOY 26th
SCH 401(k)
EBSA near The Davis Robinson Group Inc. 401(k) Plan
PART ind #1314

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 Finance & Insurance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Gavin & Dolliver Wealth Management 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$253K
Employer EIN	471550630
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Gavin & Dolliver Wealth Management 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Gavin & Dolliver Wealth Management 401(k) Retirement Plan side-by-side with 3 peers →

Gavin & Dolliver Wealth Management 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Davis Robinson Group Inc. 401(k) Plan in TN ($1M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

The Davis Robinson Group Inc. 401(k) Plan (TN) $1M · 22
Above and Beyond Therapy 401(k) Plan (NJ) $1M · 580
Children's Day Nursery and Family Center 401(k) Profit Sharing Plan (NJ) $1M · 28
Southland Utility Services, Inc. Retirement Savings Plan (FL) $1M · 67

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
K&k Se 401(k) Plan (CA) 5 · 0 off

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 Gavin & Dolliver Wealth Management 401(k) Retirement Plan assets move in 2024? ▼

Gavin & Dolliver Wealth Management 401(k) Retirement Plan grew sharply - up 23.2% during 2024, from $1M to $1M. Reported net income was $253K.

Which 401(k) plans are similar in size to Gavin & Dolliver Wealth Management 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Davis Robinson Group Inc. 401(k) Plan in TN ($1M, 22 participants).

Which 401(k) plans cover a similar participant headcount to Gavin & Dolliver Wealth Management 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 471550630.