401(k) · DOL Form 5500 · 2023

Banker Lopez Gassler P.a. 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
350
Participants Below avg headcount
92nd
Percentile by assets National rank
$312,335
Avg per participant High balance/head
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Official DOL plan name: Banker Lopez Gassler P.a. 401(k) Plan · Sponsored by Banker Lopez Gassler P.a. · Florida · Professional & Technical Services

$109M in assets, 350 participants

Banker Lopez Gassler P.a.'s Banker Lopez Gassler P.a. 401(k) Plan reported $109M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,900 in Professional & Technical Services (20,321 peers)

Where Banker Lopez Gassler P.a. 401(k) Plan sits by assets

Banker Lopez Gassler P.a. 401(k) Plan sits in the top 10% of all filed plans by assets, $109M for 350 participants (~$312,335/participant), up 30.6% in 2023.

#18,900
in Professional & Technical Services (20,321 peers)
+30.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Banker Lopez Gassler P.a. 401(k) Plan's outsized position by total assets

Banker Lopez Gassler P.a. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$109,317,387 Top 8% higher than 92% of 127,068 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 2023

Banker Lopez Gassler P.a. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banker Lopez Gassler P.a. 401(k) Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Banker Lopez Gassler P.a. 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Banker Lopez Gassler P.a. 401(k) Plan end-of-year assets rose from $84M in the plan year 2022 filing to $109M in the plan year 2023 filing.
  • Banker Lopez Gassler P.a. 401(k) Plan reported participants rose from 291 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263339598 · Banker Lopez Gassler P.a. PY 2023 · 401(k)

Banker Lopez Gassler P.a. 401(k) Plan · $109M · 350 · 92nd

  • VS-ST $109M
  • BOY 350
  • SCH 92nd
  • EBSA 401(k)
  • PART near Freedom Financial Network 401(k) Plan
  • TYPE ind #18900

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 Florida →

Banker Lopez Gassler P.a. 401(k) Plan in the asset neighbourhood

The Ogden Newspapers, Inc. 401(k) PlanThe Ogden Newspapers, Inc. 4…$109MBanker Lopez Gassler P.a. 401(k) PlanBanker Lopez Gassler P.a. 40…$109MFreedom Financial Network 401(k) PlanFreedom Financial Network 40…$109MPopulus Group, LLC 401(k) Profit Sharing Plan and TrustPopulus Group, LLC 401(k) Pr…$109MForum Energy Technologies, Inc. 401(k) PlanForum Energy Technologies, I…$109M
End-of-year total assets ($M) among Banker Lopez Gassler P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$109M
Net Income$26M
Employer EIN263339598
Plan Effective Date2008-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banker Lopez Gassler P.a.)

Sponsor-wide plan assets over time

All Banker Lopez Gassler P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$109M 30.622808233821274% vs 2022
2023 filing year
$80M$90M$100M$110M$120M 20222023 $83.7M $109M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 291 $84M
2023 1 350 $109M

Nearby 401(k) Plans in Florida

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

Banker Lopez Gassler P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Banker Lopez Gassler P.a. 401(k) Plan, Total assets ($B): 0.109317387 · Participants: 350Banker Lopez Gassler P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Banker Lopez Gassler P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Banker Lopez Gassler P.a. 401(k) Plan side-by-side with 3 peers →

Banker Lopez Gassler P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Freedom Financial Network 401(k) Plan in CA ($109M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($109M here).

Similar participant headcount

Nearest other-state filings by covered participants (350 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Banker Lopez Gassler P.a. 401(k) Plan assets move in 2023? ▼
Banker Lopez Gassler P.a. 401(k) Plan surged - up 30.6% during 2023, from $84M to $109M. Reported net income was $26M.
How have Banker Lopez Gassler P.a. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Banker Lopez Gassler P.a.'s sponsor-wide assets grew 30.6%, from $84M to $109M.
Where does Banker Lopez Gassler P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Banker Lopez Gassler P.a. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Banker Lopez Gassler P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freedom Financial Network 401(k) Plan in CA ($109M, 2,916 participants).
Which 401(k) plans cover a similar participant headcount to Banker Lopez Gassler P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263339598.

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.