401(k) · DOL Form 5500 · 2024

Global Federated Investments Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 27th
Percentile by assets National rank: $1.6M
Avg per participant High balance/head

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Official DOL plan name: Gfii 401(k) · Sponsored by Global Federated Investments Inc. · Arizona · Transportation & Warehousing

$2M in assets, 1 participants

Global Federated Investments Inc.'s Gfii 401(k) reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#928 in Transportation & Warehousing (3,299 peers)

2024 asset change

Gfii 401(k) declined sharply 18.8% in 2024 ($2M → $2M) for 1 participant.

#928
in Transportation & Warehousing (3,299 peers): -18.8%
assets change YoY

The plan reported a net loss of $380K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gfii 401(k) among the smaller filed plans by assets

Gfii 401(k) vs every filed plan by assets

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

$1,644,726 27th percentile higher than 27% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Gfii 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gfii 401(k) is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Gfii 401(k) reported net income fell from $245K in the plan year 2023 filing to -$380K in the plan year 2024 filing.
Gfii 401(k) end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 813971739 · Global Federated Investments Inc. PY 2024 · 401(k)

Gfii 401(k) · $2M · 1 · 27th

NET $2M
NET 1
NET 27th
NET 401(k)
NET near Marquis Contract Corp 401(k) Profit Sharing Plan & Trust
NET ind #928

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Gfii 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Global Federated Investments Inc. years around the 2024 move

Latest sponsor-wide plan assets: $2M 7.589175850293123% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$2M
2023	1	1	$2M
2024	1	1	$2M

2024 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$380K
Employer EIN	813971739
Plan Effective Date	2016-09-27
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Gfii 401(k) vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Gfii 401(k) side-by-side with 3 peers →

Gfii 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Marquis Contract Corp 401(k) Profit Sharing Plan & Trust in NC ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Marquis Contract Corp 401(k) Profit Sharing Plan & Trust (NC) $2M · 152
First Advantage Realty, Inc. 401(k) Plan (IN) $2M · 45
Fletcher Davis, LLC 401(k) Profit Sharing Plan (FL) $2M · 4
Chautauqua Precision 401(k) Plan (NY) $2M · 14

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Concorde Support & Development, Inc. 401(k) Profit Sharing Plan (TX) 1 · 0 off
The Directed Account Plan Staff 401(K ) Plan (MO) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off

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 Gfii 401(k) assets move in 2024? ▼

Gfii 401(k) declined sharply - down 18.8% during 2024, from $2M to $2M. Reported net income was -$380K.

How have Global Federated Investments Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Global Federated Investments Inc.'s sponsor-wide assets declined 7.6%, from $2M to $2M.

Which 401(k) plans are similar in size to Gfii 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Marquis Contract Corp 401(k) Profit Sharing Plan & Trust in NC ($2M, 152 participants).

Which 401(k) plans cover a similar participant headcount to Gfii 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 813971739.