401(k) · DOL Form 5500 · 2024

Garmark Advisors II L.L.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
10
Participants Small participant base
48th
Percentile by assets National rank
$692,086
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Garmark Advisors L.L.C. 401(k) Retirement Plan · Sponsored by Garmark Advisors II L.L.C. · Connecticut · Finance & Insurance

$7M in assets, 10 participants

Garmark Advisors II L.L.C.'s Garmark Advisors L.L.C. 401(k) Retirement Plan reported $7M in total assets and 10 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.

  • #2,819 in Finance & Insurance (8,549 peers)

2024 asset change

Garmark Advisors L.L.C. 401(k) Retirement Plan grew sharply 19.0% in 2024 ($6M → $7M) for 10 participants.

#2,819
in Finance & Insurance (8,549 peers)
+19.0%
assets growth YoY

Garmark Advisors L.L.C. 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Garmark Advisors L.L.C. 401(k) Retirement Plan vs every filed plan by assets

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

$6,920,862 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

Garmark Advisors L.L.C. 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. Garmark Advisors L.L.C. 401(k) Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Garmark Advisors L.L.C. 401(k) Retirement Plan reported net income rose from -$530K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Garmark Advisors L.L.C. 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Garmark Advisors L.L.C. 401(k) Retirement Plan reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203067719 · Garmark Advisors II L.L.C. PY 2024 · 401(k)

Garmark Advisors L.L.C. 401(k) Retirement Plan · $7M · 10 · 48th

  • TYPE $7M
  • NET 10
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Providence Place 401(k) Retirement Plan
  • SCH ind #2819

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 Connecticut →

Garmark Advisors L.L.C. 401(k) Retirement Plan in the asset neighbourhood

Garmark Advisors L.L.C. 401(k) Retirement PlanGarmark Advisors L.L.C. 401(…$7MProvidence Place 401(k) Retirement PlanProvidence Place 401(k) Reti…$7MBrown Legacy Group LLC 401(k) PlanBrown Legacy Group LLC 401(k…$7MSvrc Industries Inc 401(k) Profit Sharing Plan & TrustSvrc Industries Inc 401(k) P…$7MDental Crafters, Inc. 401(k) Profit Sharing PlanDental Crafters, Inc. 401(k)…$7M
End-of-year total assets ($M) among Garmark Advisors L.L.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Garmark Advisors II L.L.C. years around the 2024 move

Sponsor-wide plan assets over time

All Garmark Advisors II L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.083111450928879% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.34M $6.92M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 14 $6M
2023 1 11 $6M
2024 1 10 $7M

2024 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN203067719
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Garmark Advisors L.L.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Garmark Advisors L.L.C. 401(k) Retirement Plan, Total assets ($B): 0.006920862 · Participants: 10Garmark Advisors L.L.C. 401(k) Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Garmark Advisors L.L.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Garmark Advisors L.L.C. 401(k) Retirement Plan side-by-side with 3 peers →

Garmark Advisors L.L.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Providence Place 401(k) Retirement Plan in PA ($7M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Garmark Advisors L.L.C. 401(k) Retirement Plan assets move in 2024? ▼
Garmark Advisors L.L.C. 401(k) Retirement Plan grew sharply - up 19.0% during 2024, from $6M to $7M. Reported net income was $1M.
How have Garmark Advisors II L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garmark Advisors II L.L.C.'s sponsor-wide assets grew 9.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Garmark Advisors L.L.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Providence Place 401(k) Retirement Plan in PA ($7M, 387 participants).
Which 401(k) plans cover a similar participant headcount to Garmark Advisors L.L.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 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 203067719.

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.