The Gersh Agency, Inc. Dba Gersh 401(k) Plan: Login, Facts & Contact Information
The Gersh Agency, Inc. Dba Gersh 401(k) Login
65 former The Gersh Agency, Inc. Dba Gersh employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
The Gersh Agency, Inc. Dba Gersh 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 30, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.80 million went into the plan in contributions.
- $4.44 million was paid out to participants.
- Investment and other income added $3.62 million.
- Administrative expenses were $137,203, about $402 per account.
How the The Gersh Agency, Inc. Dba Gersh 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 223 | $20.2 million | — | $1.26 million |
| 2020 | 279 | $23.1 million | — | $1.17 million |
| 2021 | 212 | $26.8 million | $0 | $1.07 million |
| 2022 | 258 | $24.0 million | $0 | $186,614 |
| 2023 | 280 | $27.4 million | $0 | $2.17 million |
| 2024 | 228 | $30.3 million | — | $4.44 million |
The Gersh Agency, Inc. Dba Gersh 401(k) Contact Information
Questions about the The Gersh Agency, Inc. Dba Gersh 401(k)
Does The Gersh Agency, Inc. Dba Gersh contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the The Gersh Agency, Inc. Dba Gersh 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the The Gersh Agency, Inc. Dba Gersh 401(k) plan?
228 participants at the start of plan year 2024, 293 of them active employees, and 65 former employees who still had money in the plan.
What is the average 401(k) balance at The Gersh Agency, Inc. Dba Gersh?
About $88,743 per account: $30.3 million in plan assets across 341 accounts with a balance at the end of plan year 2024.
Who manages the The Gersh Agency, Inc. Dba Gersh 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at The Gersh Agency, Inc. Dba Gersh. How do I access my 401(k)?
Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.