Profit Sharing · DOL Form 5500 · 2022
Profit Sharing Plan for Steven Goldstein Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Profit Sharing Plan for Steven Goldstein · Sponsored by Profit Sharing Plan for Steven Goldstein · New Jersey · Healthcare & Social Assistance
$3M in assets, 3 participants
Profit Sharing Plan for Steven Goldstein's Profit Sharing Plan for Steven Goldstein reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,995 in Healthcare & Social Assistance (20,060 peers)
Profit Sharing Plan for Steven Goldstein multi-year trail
Profit Sharing Plan for Steven Goldstein's plans moved +38.1% in assets from 2022 to 2024; this filing shows Profit Sharing Plan for Steven Goldstein at $3M / 3 participants.
- #8,995
- in Healthcare & Social Assistance (20,060 peers)
- -13.9%
- assets change YoY
The plan reported a net loss of $500K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing Plan for Steven Goldstein's mid-pack asset rank among Healthcare & Social Assistance and all filers
Profit Sharing Plan for Steven Goldstein vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,105,607 41st percentile higher than 41% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Profit Sharing Plan for Steven Goldstein among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan for Steven Goldstein is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 223024576 · Profit Sharing Plan for Steven Goldstein PY 2022 · Profit Sharing
Profit Sharing Plan for Steven Goldstein · $3M · 3 · 41st
- EOY $3M
- EOY 3
- EOY 41st
- EOY Profit Sharing
- EOY near John P Schmidt Md Sc Profit Sharing Plan
- EOY ind #8995
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 New Jersey →
Profit Sharing Plan for Steven Goldstein in the asset neighbourhood
Profit Sharing Plan for Steven Goldstein multi-year asset trail
Sponsor-wide plan assets over time
All Profit Sharing Plan for Steven Goldstein plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 38.11412712555066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $4M |
Profit Sharing Plan for Steven Goldstein filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$500K |
| Employer EIN | 223024576 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Profit Sharing Plan for Steven Goldstein's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is John P Schmidt Md Sc Profit Sharing Plan in WI ($3M); by covered participants it is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.