401(k) · DOL Form 5500 · 2024

Gen II Management, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,022
Participants Near avg headcount
86th
Percentile by assets National rank
$60,010
Avg per participant Low balance/head
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Official DOL plan name: Gen II Management, LLC 401(k) Plan · Sponsored by Gen II Management, LLC · New York · Professional & Technical Services

$61M in assets, 1,022 participants

Gen II Management, LLC's Gen II Management, LLC 401(k) Plan reported $61M in total assets and 1,022 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,594 in Professional & Technical Services (20,173 peers)

Where Gen II Management, LLC 401(k) Plan sits by assets

Gen II Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $61M for 1,022 participants (~$60,010/participant), up 31.2% in 2024.

#17,594
in Professional & Technical Services (20,173 peers)
+31.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Gen II Management, LLC 401(k) Plan's outsized position by total assets

Gen II Management, LLC 401(k) Plan vs every filed plan by assets

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

$61,329,948 Top 14% higher than 86% 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

Gen II Management, LLC 401(k) 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. Gen II Management, LLC 401(k) Plan lands in the large band (1,022 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gen II Management, LLC 401(k) Plan reported participants rose from 584 in the plan year 2023 filing to 1,022 in the plan year 2024 filing.
  • Gen II Management, LLC 401(k) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Gen II Management, LLC 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 270743067 · Gen II Management, LLC PY 2024 · 401(k)

Gen II Management, LLC 401(k) Plan · $61M · 1,022 · 86th

  • VS-ST $61M
  • BOY 1,022
  • SCH 86th
  • EBSA 401(k)
  • PART near Federal Defenders of San Diego, Inc. 401(k) Pension Plan
  • TYPE ind #17594

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 Professional & Technical Services retirement plans → · Plans in New York →

Gen II Management, LLC 401(k) Plan in the asset neighbourhood

Gen II Management, LLC 401(k) PlanGen II Management, LLC 401(k…$61MFederal Defenders of San Diego, Inc. 401(k) Pension PlanFederal Defenders of San Die…$61MThe Northpointe Bancshares, Inc. Employee Stock Ownership PlanThe Northpointe Bancshares, …$61MGte Federal Credit Union 401(k) Retirement PlanGte Federal Credit Union 401…$61MJacam Chemical Company 2013, LLC 401(k) Profit Sharing PlanJacam Chemical Company 2013,…$61M
End-of-year total assets ($M) among Gen II Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$61M
Net Income$15M
Employer EIN270743067
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gen II Management, LLC)

Sponsor-wide plan assets over time

All Gen II Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 194.08813300869966% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $20.9M $61.3M ▲ +194.1%
Year Plans Participants Total Assets
2022 1 584 $21M
2023 1 584 $47M
2024 1 1,022 $61M

Nearby 401(k) Plans in New York

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

Gen II Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gen II Management, LLC 401(k) Plan, Total assets ($B): 0.061329948 · Participants: 1022Gen II Management, LLC 401(k) 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
Gen II Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gen II Management, LLC 401(k) Plan side-by-side with 3 peers →

Gen II Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Federal Defenders of San Diego, Inc. 401(k) Pension Plan in CA ($61M); by covered participants it is Mindpath Health Retirement Plan in CA (1,022 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,022 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 Gen II Management, LLC 401(k) Plan assets move in 2024? ▼
Gen II Management, LLC 401(k) Plan surged - up 31.2% during 2024, from $47M to $61M. Reported net income was $15M.
How have Gen II Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gen II Management, LLC's sponsor-wide assets grew 194.1%, from $21M to $61M.
Where does Gen II Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Gen II Management, LLC 401(k) Plan ranks in the 86th 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 Gen II Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Federal Defenders of San Diego, Inc. 401(k) Pension Plan in CA ($61M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Gen II Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mindpath Health Retirement Plan in CA (1,022 participants, $65M 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 270743067.

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.