401(k) · DOL Form 5500 · 2024

Gerson Lehrman Group 401(k) Plan

Data updated 2026-08-11

$168M
Total assets
1,169
Participants
93rd
Percentile by assets
$143,375
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$168M
total plan assets (2024 EOY)
1,169
covered participants
93rd
percentile by assets (of 123,622 plans)
$143,375
avg assets per participant

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 →

State

Gerson Lehrman Group Inc Plan vs the 2024 asset distribution

By assets, Gerson Lehrman Group Inc Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

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)

$100M$120M$140M$160M$180M 202220232024 $113M $168M ▲ +47.9%
Total plan assets by year, all Gerson Lehrman Group plans on file
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

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…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
Gerson Lehrman Group Inc Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gerson Lehrman Group Inc Plan by total assets, not by location.

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).

Scale reading

Ways to act on Gerson Lehrman Group Inc Plan's numbers.