401(k) · DOL Form 5500 · 2024

Ghertner & Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
168
Participants Small participant base
50th
Percentile by assets National rank
$44,742
Avg per participant Low balance/head
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Official DOL plan name: Ghertner & Company 401(k) Profit Sharing Plan · Sponsored by Ghertner & Company · Tennessee · Real Estate

$8M in assets, 168 participants

Ghertner & Company's Ghertner & Company 401(k) Profit Sharing Plan reported $8M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,162 in Real Estate (4,605 peers)

Coverage in Tennessee

Ghertner & Company 401(k) Profit Sharing Plan covers 168 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#3,162
in Real Estate (4,605 peers)
-5.1%
assets change YoY

The plan reported a net loss of $404K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ghertner & Company 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Ghertner & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,516,660 Top 50% higher than 50% 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

Ghertner & Company 401(k) Profit Sharing 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. Ghertner & Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ghertner & Company 401(k) Profit Sharing Plan reported net income fell from $944K in the plan year 2023 filing to -$404K in the plan year 2024 filing.
  • Ghertner & Company 401(k) Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Ghertner & Company 401(k) Profit Sharing Plan reported participants rose from 163 in the plan year 2023 filing to 168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620990117 · Ghertner & Company PY 2024 · 401(k)

Ghertner & Company 401(k) Profit Sharing Plan · $8M · 168 · 50th

  • EIN $8M
  • EIN 168
  • EIN 50th
  • EIN 401(k)
  • EIN near Lvt 401(k) Plan
  • EIN ind #3162

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 Real Estate retirement plans → · Plans in Tennessee →

Ghertner & Company 401(k) Profit Sharing Plan in the asset neighbourhood

Ghertner & Company 401(k) Profit Sharing PlanGhertner & Company 401(k) Pr…$8MLvt 401(k) Plan$8MCentral States Enterprises LLC 401(k) PlanCentral States Enterprises L…$8MPyramid Masonry Contractors, Inc. 401(k) Retirement PlanPyramid Masonry Contractors,…$8MFinger & Associates P.C. Plastic Surgery Center Profit Sharing and Salary Deferral PlanFinger & Associates P.C. Pla…$8M
End-of-year total assets ($M) among Ghertner & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$404K
Employer EIN620990117
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ghertner & Company)

Sponsor-wide plan assets over time

All Ghertner & Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.739259485196039% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.98M $7.52M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 152 $7M
2023 1 163 $8M
2024 1 168 $8M

Nearby 401(k) Plans in Tennessee

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

Ghertner & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ghertner & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.00751666 · Participants: 168Ghertner & Company 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Ghertner & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ghertner & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ghertner & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Lvt 401(k) Plan in UT ($8M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Ghertner & Company 401(k) Profit Sharing Plan assets move in 2024? ▼
Ghertner & Company 401(k) Profit Sharing Plan pulled back noticeably - down 5.1% during 2024, from $8M to $8M. Reported net income was -$404K.
How have Ghertner & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ghertner & Company's sponsor-wide assets grew 7.7%, from $7M to $8M.
Which 401(k) plans are similar in size to Ghertner & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lvt 401(k) Plan in UT ($8M, 459 participants).
Which 401(k) plans cover a similar participant headcount to Ghertner & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 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 620990117.

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.