401(k) · DOL Form 5500 · 2024

Paul C Gerhardt 401(k) Plan

Data updated 2026-08-25

$178K
Total assets Small plan by assets
3
Participants Small participant base
10th
Percentile by assets National rank
$59,189
Avg per participant Low balance/head
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Official DOL plan name: Paul C Gerhardt Cpa 401(k) Plan · Sponsored by Paul C Gerhardt · California · Professional & Technical Services

$178K in assets, 3 participants

Paul C Gerhardt's Paul C Gerhardt Cpa 401(k) Plan reported $178K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,565 in Professional & Technical Services (20,173 peers)

Paul C Gerhardt multi-year trail

Paul C Gerhardt's plans moved +38.0% in assets from 2022 to 2024; this filing shows Paul C Gerhardt Cpa 401(k) Plan at $178K / 3 participants.

#1,565
in Professional & Technical Services (20,173 peers)
+19.2%
assets growth YoY

Paul C Gerhardt Cpa 401(k) Plan among the smaller filed plans by assets

Paul C Gerhardt Cpa 401(k) Plan vs every filed plan by assets

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

$177,567 10th percentile higher than 10% 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

Paul C Gerhardt Cpa 401(k) 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. Paul C Gerhardt Cpa 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paul C Gerhardt Cpa 401(k) Plan reported net income rose from $20K in the plan year 2023 filing to $29K in the plan year 2024 filing.
  • Paul C Gerhardt Cpa 401(k) Plan end-of-year assets rose from $149K in the plan year 2023 filing to $178K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752048390 · Paul C Gerhardt PY 2024 · 401(k)

Paul C Gerhardt Cpa 401(k) Plan · $178K · 3 · 10th

  • ASSETS $178K
  • ASSETS 3
  • ASSETS 10th
  • ASSETS 401(k)
  • ASSETS near Jade Holding Group Inc. 401(k) Plan
  • ASSETS ind #1565

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 →

Paul C Gerhardt Cpa 401(k) Plan in the asset neighbourhood

Paul C Gerhardt Cpa 401(k) PlanPaul C Gerhardt Cpa 401(k) P…$178KJade Holding Group Inc. 401(k) PlanJade Holding Group Inc. 401(…$178KKleen Logistics Services LLC 401(k) PlanKleen Logistics Services LLC…$178KInez Enterprises, Inc. 401(k) Profit Sharing PlanInez Enterprises, Inc. 401(k…$178KRmd of Maine, Inc. 401(k) PlanRmd of Maine, Inc. 401(k) Pl…$177K
End-of-year total assets ($M) among Paul C Gerhardt Cpa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Paul C Gerhardt multi-year asset trail

Sponsor-wide plan assets over time

All Paul C Gerhardt plans reported in each filing year

Latest sponsor-wide plan assets
$178K 38.0297565374211% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.13M $0.18M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 3 $129K
2023 1 3 $149K
2024 1 3 $178K

Paul C Gerhardt filing trail (2024)

Total Assets (Beginning of Year)$149K
Net Assets (End of Year)$178K
Net Income$29K
Employer EIN752048390
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Paul C Gerhardt Cpa 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Paul C Gerhardt Cpa 401(k) Plan, Total assets ($B): 0.000177567 · Participants: 3Paul C Gerhardt Cpa 401(k) 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
Paul C Gerhardt Cpa 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Paul C Gerhardt Cpa 401(k) Plan side-by-side with 3 peers →

Paul C Gerhardt Cpa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jade Holding Group Inc. 401(k) Plan in MA ($178K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($178K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Paul C Gerhardt Cpa 401(k) Plan assets move in 2024? ▼
Paul C Gerhardt Cpa 401(k) Plan grew sharply - up 19.2% during 2024, from $149K to $178K. Reported net income was $29K.
How have Paul C Gerhardt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul C Gerhardt's sponsor-wide assets grew 38.0%, from $129K to $178K.
Where does Paul C Gerhardt Cpa 401(k) Plan rank by assets among Form 5500 filers? ▼
Paul C Gerhardt Cpa 401(k) Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Paul C Gerhardt Cpa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jade Holding Group Inc. 401(k) Plan in MA ($178K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Paul C Gerhardt Cpa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 752048390.

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.