401(k) · DOL Form 5500 · 2024

Gerald Metals LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
77
Participants Small participant base
82nd
Percentile by assets National rank
$539,803
Avg per participant High balance/head
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Official DOL plan name: Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan · Sponsored by Gerald Metals LLC · Connecticut · Finance & Insurance

$42M in assets, 77 participants

Gerald Metals LLC's Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan reported $42M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,153 in Finance & Insurance (8,549 peers)

Where Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan sits by assets

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $42M for 77 participants (~$539,803/participant), up 21.0% in 2024.

#6,153
in Finance & Insurance (8,549 peers)
+21.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan's outsized position by total assets

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan vs every filed plan by assets

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

$41,564,843 Top 18% higher than 82% 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

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan reported participants rose from 74 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131961269 · Gerald Metals LLC PY 2024 · 401(k)

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan · $42M · 77 · 82nd

  • 5500 $42M
  • 5500 77
  • 5500 82nd
  • 5500 401(k)
  • 5500 near Etna Shared Services 401(k) & Profit Sharing Plan
  • 5500 ind #6153

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan in the asset neighbourhood

Choice Financial Group 401(k) PlanChoice Financial Group 401(k…$42MViscofan USA, Inc. Retirement Savings PlanViscofan USA, Inc. Retiremen…$42MGerald Metals LLC & Subsidiaries 401(k) Profit Sharing PlanGerald Metals LLC & Subsidia…$42MEtna Shared Services 401(k) & Profit Sharing PlanEtna Shared Services 401(k) …$42MIntega, Inc. 401(k) Plan$42M
End-of-year total assets ($M) among Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN131961269
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gerald Metals LLC)

Sponsor-wide plan assets over time

All Gerald Metals LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 41.54927380674346% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.4M $41.6M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 65 $29M
2023 1 74 $34M
2024 1 77 $42M

Nearby 401(k) Plans in Connecticut

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

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan, Total assets ($B): 0.041564843 · Participants: 77Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Etna Shared Services 401(k) & Profit Sharing Plan in MI ($42M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan assets move in 2024? ▼
Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan grew sharply - up 21.0% during 2024, from $34M to $42M. Reported net income was $7M.
How have Gerald Metals LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald Metals LLC's sponsor-wide assets grew 41.5%, from $29M to $42M.
Where does Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Etna Shared Services 401(k) & Profit Sharing Plan in MI ($42M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants, N/A 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 131961269.

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.