401(k) · DOL Form 5500 · 2024

Gonzalez & Sons Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
190
Participants Below avg headcount
50th
Percentile by assets National rank
$41,018
Avg per participant Low balance/head
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Official DOL plan name: Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust · Sponsored by Gonzalez & Sons Equipment, Inc. · Florida · Construction

$8M in assets, 190 participants

Gonzalez & Sons Equipment, Inc.'s Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust reported $8M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,429 in Construction (9,039 peers)

Coverage in Florida

Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust covers 190 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#4,429
in Construction (9,039 peers)
+10.5%
assets growth YoY

Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust's mid-pack asset rank among Construction and all filers

Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$7,793,441 Top 50% higher than 50% 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

Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust 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. Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $742K in the plan year 2024 filing.
  • Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust reported participants fell from 217 in the plan year 2023 filing to 190 in the plan year 2024 filing.
  • Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650250651 · Gonzalez & Sons Equipment, Inc. PY 2024 · 401(k)

Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust · $8M · 190 · 50th

  • BOOK $8M
  • VS-ST 190
  • BOY 50th
  • SCH 401(k)
  • EBSA near Bmi Holdings, LLC 401(k) Retirement Savings Plan
  • PART ind #4429

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 Construction retirement plans → · Plans in Florida →

Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood

Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and TrustGonzalez & Sons Equipment, I…$8MBmi Holdings, LLC 401(k) Retirement Savings PlanBmi Holdings, LLC 401(k) Ret…$8MKaw Valley Engineering, Inc. Profit Sharing/401(k) Plan & TrKaw Valley Engineering, Inc.…$8M403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc.403(b) Thrift Plan for Emplo…$8MProspect Fastener Profit Sharing PlanProspect Fastener Profit Sha…$8M
End-of-year total assets ($M) among Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$742K
Employer EIN650250651
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gonzalez & Sons Equipment, Inc.)

Sponsor-wide plan assets over time

All Gonzalez & Sons Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 32.48171658574514% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.88M $7.79M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 227 $6M
2023 1 217 $7M
2024 1 190 $8M

Nearby 401(k) Plans in Florida

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

Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust, Total assets ($B): 0.007793441 · Participants: 190Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bmi Holdings, LLC 401(k) Retirement Savings Plan in GU ($8M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

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 Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust assets move in 2024?
Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust grew at a solid clip - up 10.5% during 2024, from $7M to $8M. Reported net income was $742K.
How have Gonzalez & Sons Equipment, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Gonzalez & Sons Equipment, Inc.'s sponsor-wide assets grew 32.5%, from $6M to $8M.
Which 401(k) plans are similar in size to Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Bmi Holdings, LLC 401(k) Retirement Savings Plan in GU ($8M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Gonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants, N/A in assets).