401(k) · DOL Form 5500 · 2024

The Gersh Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
228
Participants Below avg headcount
77th
Percentile by assets National rank
$132,725
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gersh Agency 401(k) Plan · Sponsored by The Gersh Agency, Inc. · California · Arts, Entertainment & Recreation

$30M in assets, 228 participants

The Gersh Agency, Inc.'s Gersh Agency 401(k) Plan reported $30M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,525 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

Gersh Agency 401(k) Plan covers 228 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $30M.

#2,525
in Arts, Entertainment & Recreation (2,921 peers)
+10.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gersh Agency 401(k) Plan's outsized position by total assets

Gersh Agency 401(k) Plan vs every filed plan by assets

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

$30,261,358 Top 23% higher than 77% 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

Gersh Agency 401(k) Plan 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. Gersh Agency 401(k) Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gersh Agency 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Gersh Agency 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Gersh Agency 401(k) Plan reported participants fell from 247 in the plan year 2023 filing to 228 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951656028 · The Gersh Agency, Inc. PY 2024 · 401(k)

Gersh Agency 401(k) Plan · $30M · 228 · 77th

  • RANK $30M
  • PHOTO 228
  • IND 77th
  • EOY 401(k)
  • 5500 near Marcus Thomas, LLC. Tax-Deferred Savings Plan
  • ASSETS ind #2525

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Gersh Agency 401(k) Plan in the asset neighbourhood

Gersh Agency 401(k) Plan$30MMarcus Thomas, LLC. Tax-Deferred Savings PlanMarcus Thomas, LLC. Tax-Defe…$30MPerma-Fix Environmental Services, Inc. 401(k) PlanPerma-Fix Environmental Serv…$30MAbec, Inc. 401(k) Long Term Salary Savings PlanAbec, Inc. 401(k) Long Term …$30MShrieve Chemical Company, LLC 401(k) Profit Sharing PlanShrieve Chemical Company, LL…$30M
End-of-year total assets ($M) among Gersh Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN951656028
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Gersh Agency, Inc.)

Sponsor-wide plan assets over time

All The Gersh Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 25.84873070865251% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.1M $30.3M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 226 $24M
2023 1 247 $27M
2024 1 228 $30M

Nearby 401(k) Plans in California

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

Gersh Agency 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Gersh Agency 401(k) Plan, Total assets ($B): 0.030261358 · Participants: 228Gersh Agency 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Gersh Agency 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gersh Agency 401(k) Plan side-by-side with 3 peers →

Gersh Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Marcus Thomas, LLC. Tax-Deferred Savings Plan in OH ($30M); by covered participants it is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Gersh Agency 401(k) Plan assets move in 2024? ▼
Gersh Agency 401(k) Plan grew at a solid clip - up 10.4% during 2024, from $27M to $30M. Reported net income was $3M.
How have The Gersh Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Gersh Agency, Inc.'s sponsor-wide assets grew 25.8%, from $24M to $30M.
Where does Gersh Agency 401(k) Plan rank by assets among Form 5500 filers? ▼
Gersh Agency 401(k) Plan ranks in the 77th 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 Gersh Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marcus Thomas, LLC. Tax-Deferred Savings Plan in OH ($30M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Gersh Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Incorporated Employees Profit Sharing Plan in GA (228 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 951656028.

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.