401(k) · DOL Form 5500 · 2024

Gebhart Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
281
Participants Below avg headcount
35th
Percentile by assets National rank
$11,443
Avg per participant Low balance/head
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Official DOL plan name: Gebhart Holdings, Inc. 401(k) Plan · Sponsored by Gebhart Holdings, Inc. · Indiana · Management of Enterprises

$3M in assets, 281 participants

Gebhart Holdings, Inc.'s Gebhart Holdings, Inc. 401(k) Plan reported $3M in total assets and 281 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.

  • #269 in Management of Enterprises (1,133 peers)

Gebhart Holdings, Inc. multi-year trail

Gebhart Holdings, Inc.'s plans moved +35.0% in assets from 2023 to 2024; this filing shows Gebhart Holdings, Inc. 401(k) Plan at $3M / 281 participants.

#269
in Management of Enterprises (1,133 peers)
+35.0%
assets growth YoY

Gebhart Holdings, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Gebhart Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$3,215,432 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

Gebhart Holdings, Inc. 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. Gebhart Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gebhart Holdings, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $834K in the plan year 2024 filing.
  • Gebhart Holdings, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Gebhart Holdings, Inc. 401(k) Plan reported participants rose from 242 in the plan year 2023 filing to 281 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 475466057 · Gebhart Holdings, Inc. PY 2024 · 401(k)

Gebhart Holdings, Inc. 401(k) Plan · $3M · 281 · 35th

  • EBSA $3M
  • EBSA 281
  • EBSA 35th
  • EBSA 401(k)
  • EBSA near Calder Richards Consulting Engineers 401(k) Plan
  • EBSA ind #269

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 Management of Enterprises retirement plans → · Plans in Indiana →

Gebhart Holdings, Inc. 401(k) Plan in the asset neighbourhood

Gebhart Holdings, Inc. 401(k) PlanGebhart Holdings, Inc. 401(k…$3MCalder Richards Consulting Engineers 401(k) PlanCalder Richards Consulting E…$3MNorthern Management Services, Inc. 401(k) Salary Reduction Plan & TrustNorthern Management Services…$3MFirst National Health Services 401(k) PlanFirst National Health Servic…$3MThe National Standards Authori 401(k) Profit Sharing Plan & TrustThe National Standards Autho…$3M
End-of-year total assets ($M) among Gebhart Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gebhart Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gebhart Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.03035780127042% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M 20232024 $2.38M $3.22M ▲ +35.3%
Year Plans Participants Total Assets
2023 1 242 $2M
2024 1 281 $3M

Gebhart Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$834K
Employer EIN475466057
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Gebhart Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Gebhart Holdings, Inc. 401(k) Plan, Total assets ($B): 0.003215432 · Participants: 281Gebhart Holdings, Inc. 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
Gebhart Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Gebhart Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Gebhart Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Calder Richards Consulting Engineers 401(k) Plan in UT ($3M); by covered participants it is Cleaveland/Price, Inc. 401(k) Plan in PA (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Gebhart Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Gebhart Holdings, Inc. 401(k) Plan surged - up 35.0% during 2024, from $2M to $3M. Reported net income was $834K.
How have Gebhart Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Gebhart Holdings, Inc.'s sponsor-wide assets grew 35.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Gebhart Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calder Richards Consulting Engineers 401(k) Plan in UT ($3M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Gebhart Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleaveland/Price, Inc. 401(k) Plan in PA (281 participants, $45M 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 475466057.

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.