401(k) · DOL Form 5500 · 2024
Guerbet America LLC 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 482
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $136,808
- Avg per participant Near avg balance/head
Official DOL plan name: Guerbet Retirement Savings Plan · Sponsored by Guerbet America LLC · North Carolina · Wholesale Trade
$66M in assets, 482 participants
Guerbet America LLC's Guerbet Retirement Savings Plan reported $66M in total assets and 482 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #5,372 in Wholesale Trade (6,080 peers)
Where Guerbet Retirement Savings Plan sits by assets
Guerbet Retirement Savings Plan sits in the top quartile of all filed plans by assets, $66M for 482 participants (~$136,808/participant), up 5.2% in 2024.
- #5,372
- in Wholesale Trade (6,080 peers)
- +5.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Guerbet Retirement Savings Plan's outsized position by total assets
Guerbet Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,941,693 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Guerbet Retirement Savings 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. Guerbet Retirement Savings Plan sits mid-pack in the medium band (482 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Guerbet Retirement Savings Plan reported net income fell from $10M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Guerbet Retirement Savings Plan reported participants rose from 401 in the plan year 2023 filing to 482 in the plan year 2024 filing.
- Guerbet Retirement Savings Plan end-of-year assets rose from $63M in the plan year 2023 filing to $66M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 830724239 · Guerbet America LLC PY 2024 · 401(k)
Guerbet Retirement Savings Plan · $66M · 482 · 87th
- ASSETS $66M
- PCT 482
- EIN 87th
- RANK 401(k)
- PHOTO near Mathiowetz Construction Company Retirement Plan
- IND ind #5372
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Guerbet Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $3M |
| Employer EIN | 830724239 |
| Plan Effective Date | 2002-01-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Guerbet America LLC)
Sponsor-wide plan assets over time
All Guerbet America LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 25.11958632132321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 524 | $53M |
| 2023 | 1 | 401 | $63M |
| 2024 | 1 | 482 | $66M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Guerbet Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Mathiowetz Construction Company Retirement Plan in MN ($66M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (482 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
Similar participant headcount
Nearest other-state filings by covered participants (482 participants); asset peers above are excluded.
- Hanna Steel Corporation Profit Sharing Plan (AL) 482 · 0 off
- Partners Enterprise Capital Holdings LLC 401(k) Savings Plan (IL) 482 · 0 off
- Qubicaamf Worldwide, LLC 401(k) Plan (VA) 482 · 0 off
- Inovex Information Systems 401(k) Plan (MD) 482 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.