401(k) · DOL Form 5500 · 2022

Joel Gotvald PA 401(k) Plan

Data updated 2026-08-25

$488K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$122,102
Avg per participant Near avg balance/head
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Official DOL plan name: Joel Gotvald PA 401(k) Profit Sharing Plan & Trust · Sponsored by Joel Gotvald PA · Texas · Healthcare & Social Assistance

$488K in assets, 4 participants

Joel Gotvald PA's Joel Gotvald PA 401(k) Profit Sharing Plan & Trust reported $488K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,812 in Healthcare & Social Assistance (20,060 peers)

Joel Gotvald PA multi-year trail

Joel Gotvald PA's plans moved +119.1% in assets from 2022 to 2024; this filing shows Joel Gotvald PA 401(k) Profit Sharing Plan & Trust at $488K / 4 participants.

#2,812
in Healthcare & Social Assistance (20,060 peers)
-29.7%
assets change YoY

The plan reported a net loss of $207K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$488,406 18th percentile higher than 18% of 139,123 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 2022

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joel Gotvald PA 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 272053137 · Joel Gotvald PA PY 2022 · 401(k)

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust · $488K · 4 · 18th

  • PART $488K
  • TYPE 4
  • NET 18th
  • BOOK 401(k)
  • VS-ST near Iron Key Corporation 401(k) Plan
  • BOY ind #2812

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Joel Gotvald PA 401(k) Profit Sharing Plan & TrustJoel Gotvald PA 401(k) Profi…$488KIron Key Corporation 401(k) PlanIron Key Corporation 401(k) …$488KCase Management, Inc. Retirement PlanCase Management, Inc. Retire…$488KBear Creek Services, Inc. 401(k) PlanBear Creek Services, Inc. 40…$488KJackson Animal Clinic 401(k) PlanJackson Animal Clinic 401(k)…$489K
End-of-year total assets ($M) among Joel Gotvald PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Joel Gotvald PA multi-year asset trail

Sponsor-wide plan assets over time

All Joel Gotvald PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 119.10418790923944% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.49M $1.07M ▲ +118.4%
Year Plans Participants Total Assets
2022 1 4 $488K
2023 1 5 $775K
2024 1 2 $1M

Joel Gotvald PA filing trail (2022)

Total Assets (Beginning of Year)$695K
Net Assets (End of Year)$488K
Net Income-$207K
Employer EIN272053137
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Joel Gotvald PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000488406 · Participants: 4Joel Gotvald PA 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Joel Gotvald PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Joel Gotvald PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Iron Key Corporation 401(k) Plan in WI ($488K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($488K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joel Gotvald PA 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Joel Gotvald PA 401(k) Profit Sharing Plan & Trust declined sharply - down 29.7% during 2022, from $695K to $488K. Reported net income was -$207K.
How have Joel Gotvald PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel Gotvald PA's sponsor-wide assets grew 119.1%, from $488K to $1M.
Where does Joel Gotvald PA 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Joel Gotvald PA 401(k) Profit Sharing Plan & Trust ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Joel Gotvald PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Iron Key Corporation 401(k) Plan in WI ($488K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Joel Gotvald PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272053137.

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.