401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$109M
Total assets: 350
Participants: 92nd
Percentile by assets: $312,335
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$109M
total plan assets (2023 EOY): 350
covered participants: 92nd
percentile by assets (of 127,072 plans): $312,335
avg assets per participant

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

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 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 →

State

Florida

Industry

Professional & Technical Services

Banker Lopez Gassler P.a. 401(k) Plan vs the 2023 asset distribution

By assets, Banker Lopez Gassler P.a. 401(k) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$84M
Net Assets (End of Year)	$109M
Net Income	$26M
Employer EIN	263339598
Plan Effective Date	2008-11-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Banker Lopez Gassler P.a. plans on file

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

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Banker Lopez Gassler P.a. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Banker Lopez Gassler P.a. 401(k) Plan by total assets, not by location.

Freedom Financial Network 401(k) Plan (CA) $109M · 2,916
Populus Group, LLC 401(k) Profit Sharing Plan and Trust (MI) $109M · 5,764
The Ogden Newspapers, Inc. 401(k) Plan (WV) $109M · 1,694
Forum Energy Technologies, Inc. 401(k) Plan (TX) $109M · 1,058

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).

Next read for Banker Lopez Gassler P.a. 401(k) Plan

Scale reading

Ways to act on Banker Lopez Gassler P.a. 401(k) Plan's numbers.

By total assets, Banker Lopez Gassler P.a. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Banker Lopez Gassler P.a.'s sponsor-wide assets have grown 30.6% since 2022 across 2 plan years on file. More Professional & Technical Services plans

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.