Benchmarking Gellert Global Group Retirement Plan in Elizabeth, NJ against all plans
Gellert Global Group Retirement Plan in Elizabeth, NJ has the highest yield on beginning-of-plan-year total assets (18.83%) among the 32 plans whose economic sector is Wholesale Trade and have at least $6,191,164 in the value of funds held in insurance company general account (unallocated contracts). That 18.83% compares to an average of 15.43% across those 32 plans.
Beating the average of 15.43% means an extra $2,094,926 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Gellert Global Group Retirement Plan has these standings among those 32 peer plans:
Beating the average of 15.43% means an extra $2,094,926 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Gellert Global Group Retirement Plan has these standings among those 32 peer plans:
- yield on beginning-of-plan-year total assets = 18.83% (the highest)
- net earnings on investments = $11,609,709 (7th-highest)
- total assets at beginning of plan year = $61,669,189 (13th-most)
- asset transfers to the plan = $0
- asset transfers from the plan = $0
- cash contributions from participants = $3,736,174
- cash contributions from employers = $1,774,452
- total contributions = $5,944,618
- total assets = $72,485,408
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Peers
after Gellert Global Group Retirement Plan in Elizabeth, NJ (18.83%, $6,191,164), closest are Metrie 401(K) Retirement Savings Plan in Blaine, WA (18.12%, $8,212,332), Multiquip Inc. Profit Sharing and Retirement Savings Plan in Cypress, CA (17.90%, $8,122,234), NMC Group, Inc. 401(K) Retirement Plan in Omaha, NE (17.54%, $7,707,102), and Empire Merchants, LLC 401(K) Plan for Union Members in Brooklyn, NY (17.37%, $20,210,605), ending with Krasdale Foods, Inc. Profit Sharing/401k Plan and Trust in White Plains, NY (11.49%, $28,322,162).
References
- whose economic sector is. The economic sector is the first two digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-September-2025 updates to the year-2023 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- value of funds held in insurance company general account (unallocated contracts). At end of plan year. Should use the same method for determining the value of the insurance contracts reported here as is used for line 4 from Schedule A, or, if line 4 is not required, line 7 from Schedule A. Line 1c(14) from Schedule H. A missing entry from the Schedule H is here assigned a value of $0. Except where noted, all data come from the 25-September-2025 updates to the year-2023 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). To qualify for yield on beginning-of-plan-year total assets, the value of 'plan year began in' must equal 'q1'. Except where noted, all data come from the 25-September-2025 updates to the year-2023 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.