401(k) · DOL Form 5500 · 2024

Galena Associates, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
843
Participants Near avg headcount
66th
Percentile by assets National rank
$18,899
Avg per participant Low balance/head
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Official DOL plan name: Galena Associates 401(k) Plan · Sponsored by Galena Associates, LLC · Connecticut · Other Services

$16M in assets, 843 participants

Galena Associates, LLC's Galena Associates 401(k) Plan reported $16M in total assets and 843 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,242 in Other Services (7,719 peers)

Galena Associates, LLC multi-year trail

Galena Associates, LLC's plans moved +55.1% in assets from 2022 to 2024; this filing shows Galena Associates 401(k) Plan at $16M / 843 participants.

#6,242
in Other Services (7,719 peers)
+24.8%
assets growth YoY

Galena Associates 401(k) Plan's mid-pack asset rank among Other Services and all filers

Galena Associates 401(k) Plan vs every filed plan by assets

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

$15,931,495 Top 34% higher than 66% 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

Galena Associates 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. Galena Associates 401(k) Plan sits mid-pack in the medium band (843 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Galena Associates 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Galena Associates 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Galena Associates 401(k) Plan reported participants rose from 780 in the plan year 2023 filing to 843 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043326294 · Galena Associates, LLC PY 2024 · 401(k)

Galena Associates 401(k) Plan · $16M · 843 · 66th

  • NET $16M
  • BOOK 843
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Heavy Machines, Inc. 401(k)/Profit Sharing Plan
  • EBSA ind #6242

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 Other Services retirement plans → · Plans in Connecticut →

Galena Associates 401(k) Plan in the asset neighbourhood

Galena Associates 401(k) Plan$16MHeavy Machines, Inc. 401(k)/Profit Sharing PlanHeavy Machines, Inc. 401(k)/…$16MAllied Electric, Inc. 401(k) Savings and Retirement PlanAllied Electric, Inc. 401(k)…$16MSoutheastern Property Management LLC 401(k) PlanSoutheastern Property Manage…$16MAsc 401(k) Retirement Plan$16M
End-of-year total assets ($M) among Galena Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Galena Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Galena Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 55.09916848166614% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $15.9M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 723 $10M
2023 1 780 $13M
2024 1 843 $16M

Galena Associates, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN043326294
Plan Effective Date1996-08-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Galena Associates 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Galena Associates 401(k) Plan, Total assets ($B): 0.015931495 · Participants: 843Galena Associates 401(k) 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
Galena Associates 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Galena Associates 401(k) Plan side-by-side with 3 peers →

Galena Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Heavy Machines, Inc. 401(k)/Profit Sharing Plan in TN ($16M); by covered participants it is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (843 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (843 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 Galena Associates 401(k) Plan assets move in 2024? ▼
Galena Associates 401(k) Plan grew sharply - up 24.8% during 2024, from $13M to $16M. Reported net income was $3M.
How have Galena Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Galena Associates, LLC's sponsor-wide assets grew 55.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Galena Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heavy Machines, Inc. 401(k)/Profit Sharing Plan in TN ($16M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Galena Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (843 participants, $37M 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 043326294.

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.