401(k) · DOL Form 5500 · 2024

Gerson Lehrman Group 401(k) Plan

Data updated 2026-08-25

$168M
Total assets Near avg plan size
1,169
Participants Near avg headcount
93rd
Percentile by assets National rank
$143,375
Avg per participant Near avg balance/head
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Official DOL plan name: Gerson Lehrman Group Inc Plan · Sponsored by Gerson Lehrman Group · New York · Information & Media

$168M in assets, 1,169 participants

Gerson Lehrman Group's Gerson Lehrman Group Inc Plan reported $168M in total assets and 1,169 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #2,543 in Information & Media (2,822 peers)

Where Gerson Lehrman Group Inc Plan sits by assets

Gerson Lehrman Group Inc Plan sits in the top 10% of all filed plans by assets, $168M for 1,169 participants (~$143,375/participant), up 15.5% in 2024.

#2,543
in Information & Media (2,822 peers)
+15.5%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Gerson Lehrman Group Inc Plan's outsized position by total assets

Gerson Lehrman Group Inc Plan vs every filed plan by assets

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

$167,605,422 Top 7% higher than 93% 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

Gerson Lehrman Group Inc Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerson Lehrman Group Inc Plan lands in the large band (1,169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gerson Lehrman Group Inc Plan reported net income fell from $32M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Gerson Lehrman Group Inc Plan end-of-year assets rose from $145M in the plan year 2023 filing to $168M in the plan year 2024 filing.
  • Gerson Lehrman Group Inc Plan reported participants fell from 1,373 in the plan year 2023 filing to 1,169 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134101226 · Gerson Lehrman Group PY 2024 · 401(k)

Gerson Lehrman Group Inc Plan · $168M · 1,169 · 93rd

  • RANK $168M
  • PHOTO 1,169
  • IND 93rd
  • EOY 401(k)
  • 5500 near Apella Health Management, Inc. Retirement Savings Plan
  • ASSETS ind #2543

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 Information & Media retirement plans → · Plans in New York →

Gerson Lehrman Group Inc Plan in the asset neighbourhood

Cenlar Capital Corporation 401(k) Savings PlanCenlar Capital Corporation 4…$168MGerson Lehrman Group Inc Plan$168MApella Health Management, Inc. Retirement Savings PlanApella Health Management, In…$168MSunsource Savings and Investment PlanSunsource Savings and Invest…$168MSaloncentric Inc. 401(k) Plan$167M
End-of-year total assets ($M) among Gerson Lehrman Group Inc Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$168M
Net Income$22M
Employer EIN134101226
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gerson Lehrman Group)

Sponsor-wide plan assets over time

All Gerson Lehrman Group plans reported in each filing year

Latest sponsor-wide plan assets
$168M 47.93540272437886% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $113M $168M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 1,378 $113M
2023 1 1,373 $145M
2024 1 1,169 $168M

Nearby 401(k) Plans in New York

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

Gerson Lehrman Group Inc Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gerson Lehrman Group Inc Plan, Total assets ($B): 0.167605422 · Participants: 1169Gerson Lehrman Group Inc PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Gerson Lehrman Group Inc Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gerson Lehrman Group Inc Plan side-by-side with 3 peers →

Gerson Lehrman Group Inc Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Apella Health Management, Inc. Retirement Savings Plan in SC ($168M); by covered participants it is Dream Finders Homes 401(k) Plan in FL (1,169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($168M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,169 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 Gerson Lehrman Group Inc Plan assets move in 2024? ▼
Gerson Lehrman Group Inc Plan grew sharply - up 15.5% during 2024, from $145M to $168M. Reported net income was $22M.
How have Gerson Lehrman Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerson Lehrman Group's sponsor-wide assets grew 47.9%, from $113M to $168M.
Where does Gerson Lehrman Group Inc Plan rank by assets among Form 5500 filers? ▼
Gerson Lehrman Group Inc Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Gerson Lehrman Group Inc Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apella Health Management, Inc. Retirement Savings Plan in SC ($168M, 6,429 participants).
Which 401(k) plans cover a similar participant headcount to Gerson Lehrman Group Inc Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dream Finders Homes 401(k) Plan in FL (1,169 participants, $98M 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 134101226.

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.