Profit Sharing · DOL Form 5500 · 2024

Geller Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
35th
Percentile by assets National rank
$411,598
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Geller Associates, Inc. Retirement Plan · Sponsored by Geller Associates, Inc. · New Jersey · Real Estate

$3M in assets, 8 participants

Geller Associates, Inc.'s Geller Associates, Inc. Retirement Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,540 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Geller Associates, Inc. Retirement Plan ranks #2,540 of 4,605 2024 filers by assets (789% of the sector average)-$3M for 8 participants.

#2,540
in Real Estate (4,605 peers)
+9.3%
assets growth YoY

Geller Associates, Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Geller Associates, Inc. Retirement Plan vs every filed plan by assets

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

$3,292,785 35th percentile higher than 35% 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

Geller Associates, Inc. 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. Geller Associates, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Geller Associates, Inc. Retirement Plan reported net income fell from $424K in the plan year 2023 filing to $281K in the plan year 2024 filing.
  • Geller Associates, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222091085 · Geller Associates, Inc. PY 2024 · Profit Sharing

Geller Associates, Inc. Retirement Plan · $3M · 8 · 35th

  • PCT $3M
  • EIN 8
  • RANK 35th
  • PHOTO Profit Sharing
  • IND near Gilbert Wadina Ltd Profit Sharing Plan and Trust
  • EOY ind #2540

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 Real Estate retirement plans → · Plans in New Jersey →

Geller Associates, Inc. Retirement Plan in the asset neighbourhood

Conway Construction Profit Sharing PlanConway Construction Profit S…$3MJoe Schuerman LLC Dba Schuerman Auto Repair IncJoe Schuerman LLC Dba Schuer…$3MGeller Associates, Inc. Retirement PlanGeller Associates, Inc. Reti…$3MGilbert Wadina Ltd Profit Sharing Plan and TrustGilbert Wadina Ltd Profit Sh…$3MMvw Services Retirement Plan$3M
End-of-year total assets ($M) among Geller Associates, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$281K
Employer EIN222091085
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geller Associates, Inc.)

Sponsor-wide plan assets over time

All Geller Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.252178268252585% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.59M $3.29M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $3M
2024 1 8 $3M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Geller Associates, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Geller Associates, Inc. Retirement Plan, Total assets ($B): 0.003292785 · Participants: 8Geller Associates, Inc. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Geller Associates, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Geller Associates, Inc. Retirement Plan side-by-side with 3 peers →

Geller Associates, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Gilbert Wadina Ltd Profit Sharing Plan and Trust in WI ($3M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Geller Associates, Inc. Retirement Plan assets move in 2024? ▼
Geller Associates, Inc. Retirement Plan grew at a solid clip - up 9.3% during 2024, from $3M to $3M. Reported net income was $281K.
How have Geller Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geller Associates, Inc.'s sponsor-wide assets grew 27.3%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Geller Associates, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gilbert Wadina Ltd Profit Sharing Plan and Trust in WI ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Geller Associates, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 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 222091085.

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.