401(k) · DOL Form 5500 · 2024

The Garrett Companies 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
276
Participants Below avg headcount
59th
Percentile by assets National rank
$42,091
Avg per participant Low balance/head
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Official DOL plan name: The Garrett Companies 401(k) Plan · Sponsored by The Garrett Companies · Indiana · Real Estate

$12M in assets, 276 participants

The Garrett Companies's The Garrett Companies 401(k) Plan reported $12M in total assets and 276 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,492 in Real Estate (4,605 peers)

The Garrett Companies multi-year trail

The Garrett Companies's plans moved +125.1% in assets from 2022 to 2024; this filing shows The Garrett Companies 401(k) Plan at $12M / 276 participants.

#3,492
in Real Estate (4,605 peers)
+50.3%
assets growth YoY

The Garrett Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Garrett Companies 401(k) Plan vs every filed plan by assets

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

$11,617,055 Top 41% higher than 59% 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

The Garrett Companies 401(k) 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. The Garrett Companies 401(k) Plan sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Garrett Companies 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Garrett Companies 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • The Garrett Companies 401(k) Plan reported participants rose from 239 in the plan year 2023 filing to 276 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 465670071 · The Garrett Companies PY 2024 · 401(k)

The Garrett Companies 401(k) Plan · $12M · 276 · 59th

  • PART $12M
  • TYPE 276
  • NET 59th
  • BOOK 401(k)
  • VS-ST near Local 360 401(k) and Severance Plan
  • BOY ind #3492

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 Indiana →

The Garrett Companies 401(k) Plan in the asset neighbourhood

The Garrett Companies 401(k) PlanThe Garrett Companies 401(k)…$12MLocal 360 401(k) and Severance PlanLocal 360 401(k) and Severan…$12MEide Ford Lincoln Mercury, Inc. Salary Deferral 401(k) Profit Sharing PlanEide Ford Lincoln Mercury, I…$12MMcpherson Concrete Companies 401(k) PlanMcpherson Concrete Companies…$12MDmw Worldwide 401(k) Savings PlanDmw Worldwide 401(k) Savings…$12M
End-of-year total assets ($M) among The Garrett Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Garrett Companies multi-year asset trail

Sponsor-wide plan assets over time

All The Garrett Companies plans reported in each filing year

Latest sponsor-wide plan assets
$12M 125.11779048041308% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.16M $11.6M ▲ +125.2%
Year Plans Participants Total Assets
2022 1 195 $5M
2023 1 239 $8M
2024 1 276 $12M

The Garrett Companies filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN465670071
Plan Effective Date2020-09-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

The Garrett Companies 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Garrett Companies 401(k) Plan, Total assets ($B): 0.011617055 · Participants: 276The Garrett Companies 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
The Garrett Companies 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare The Garrett Companies 401(k) Plan side-by-side with 3 peers →

The Garrett Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Local 360 401(k) and Severance Plan in NJ ($12M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 The Garrett Companies 401(k) Plan assets move in 2024? ▼
The Garrett Companies 401(k) Plan surged - up 50.3% during 2024, from $8M to $12M. Reported net income was $4M.
How have The Garrett Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Garrett Companies's sponsor-wide assets grew 125.1%, from $5M to $12M.
Which 401(k) plans are similar in size to The Garrett Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Local 360 401(k) and Severance Plan in NJ ($12M, 2,418 participants).
Which 401(k) plans cover a similar participant headcount to The Garrett Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (276 participants, $101M 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 465670071.

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.