401(k) · DOL Form 5500 · 2024
Gerken Materials, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 381
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $81,407
- Avg per participant Below avg balance/head
Official DOL plan name: Gerken Retirement Savings Plan · Sponsored by Gerken Materials, Inc. · Ohio · Construction
$31M in assets, 381 participants
Gerken Materials, Inc.'s Gerken Retirement Savings Plan reported $31M in total assets and 381 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,903 in Construction (9,039 peers)
Coverage in Ohio
Gerken Retirement Savings Plan covers 381 participants in Ohio, about 50% of the average Ohio filer (state average ~765 per filing). Assets: $31M.
- #6,903
- in Construction (9,039 peers)
- -1.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $424K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gerken Retirement Savings Plan's outsized position by total assets
Gerken Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,015,980 Top 22% higher than 78% 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
Gerken Retirement Savings 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. Gerken Retirement Savings Plan sits mid-pack in the medium band (381 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gerken Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to -$424K in the plan year 2024 filing.
- Gerken Retirement Savings Plan reported participants rose from 231 in the plan year 2023 filing to 381 in the plan year 2024 filing.
- Gerken Retirement Savings Plan end-of-year assets fell from $31M in the plan year 2023 filing to $31M in the plan year 2024 filing.
DOL schedule card
Filing strip 344478444 · Gerken Materials, Inc. PY 2024 · 401(k)
Gerken Retirement Savings Plan · $31M · 381 · 78th
- 5500 $31M
- 5500 381
- 5500 78th
- 5500 401(k)
- 5500 near Bank of Ireland Group U.S. 401(k) Savings Plan
- 5500 ind #6903
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 Construction retirement plans → · Plans in Ohio →
Gerken Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$424K |
| Employer EIN | 344478444 |
| Plan Effective Date | 1996-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gerken Materials, Inc.)
Sponsor-wide plan assets over time
All Gerken Materials, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 39.888883521727465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 390 | $22M |
| 2023 | 1 | 231 | $31M |
| 2024 | 1 | 381 | $31M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Gerken Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Bank of Ireland Group U.S. 401(k) Savings Plan in CT ($31M); by covered participants it is The Horton Group, Inc. Retirement Savings Plan in IL (381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Bank of Ireland Group U.S. 401(k) Savings Plan (CT) $31M · 38
- Garrett Transportation I, Inc. 401(k) Plan (DE) $31M · 225
- Nichols Consulting Engineers, Chtd. 401(k) Plan (NV) $31M · 121
- Ubg 401(k) - Agstate Sh Match (IA) $31M · 259
Similar participant headcount
Nearest other-state filings by covered participants (381 participants); asset peers above are excluded.
- The Horton Group, Inc. Retirement Savings Plan (IL) 381 · 0 off
- The Hanover Research Council, LLC 401(k) Profit Sharing Plan (VA) 381 · 0 off
- Perfect Health 401(k) Plan (MO) 381 · 0 off
- Loren Cook Company 401(k) Plan (MO) 381 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.