Profit Sharing · DOL Form 5500 · 2022

Goldstein Tax Preparation Profit Sharing Plan

Data updated 2026-08-25

$338K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$84,388
Avg per participant Below avg balance/head
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Official DOL plan name: Goldstein Tax Preparation Profit Sharing Plan · Sponsored by Goldstein Tax Preparation · Pennsylvania · Professional & Technical Services

$338K in assets, 4 participants

Goldstein Tax Preparation's Goldstein Tax Preparation Profit Sharing Plan reported $338K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,537 in Professional & Technical Services (21,562 peers)

Goldstein Tax Preparation multi-year trail

Goldstein Tax Preparation's plans moved -25.6% in assets from 2022 to 2024; this filing shows Goldstein Tax Preparation Profit Sharing Plan at $338K / 4 participants.

#2,537
in Professional & Technical Services (21,562 peers)
-16.5%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goldstein Tax Preparation Profit Sharing Plan among the smaller filed plans by assets

Goldstein Tax Preparation Profit Sharing Plan vs every filed plan by assets

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

$337,551 15th percentile higher than 15% 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

Goldstein Tax Preparation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goldstein Tax Preparation Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 850511381 · Goldstein Tax Preparation PY 2022 · Profit Sharing

Goldstein Tax Preparation Profit Sharing Plan · $338K · 4 · 15th

  • EIN $338K
  • EIN 4
  • EIN 15th
  • EIN Profit Sharing
  • EIN near T & L Lease Service, Ltd. Employees' Profit Sharing Plan and Trust
  • EIN ind #2537

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Goldstein Tax Preparation Profit Sharing Plan in the asset neighbourhood

Goldstein Tax Preparation Profit Sharing PlanGoldstein Tax Preparation Pr…$338KT & L Lease Service, Ltd. Employees' Profit Sharing Plan and TrustT & L Lease Service, Ltd. Em…$338KNjord Haven Inc. Retirement PlanNjord Haven Inc. Retirement …$338KEbrahim Ahmadi M.D., P.C. Profit Sharing PlanEbrahim Ahmadi M.D., P.C. Pr…$337KGreat Scott Enterprise Retirement PlanGreat Scott Enterprise Retir…$338K
End-of-year total assets ($M) among Goldstein Tax Preparation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Goldstein Tax Preparation multi-year asset trail

Sponsor-wide plan assets over time

All Goldstein Tax Preparation plans reported in each filing year

Latest sponsor-wide plan assets
$251K 25.631682323559996% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.34M $0.25M ▼ -26.5%
Year Plans Participants Total Assets
2022 1 4 $338K
2023 1 4 $399K
2024 1 4 $251K

Goldstein Tax Preparation filing trail (2022)

Total Assets (Beginning of Year)$404K
Net Assets (End of Year)$338K
Net Income-$66K
Employer EIN850511381
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Goldstein Tax Preparation Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Goldstein Tax Preparation Profit Sharing Plan, Total assets ($B): 0.000337551 · Participants: 4Goldstein Tax Preparation Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Goldstein Tax Preparation Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Goldstein Tax Preparation Profit Sharing Plan side-by-side with 3 peers →

Goldstein Tax Preparation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is T & L Lease Service, Ltd. Employees' Profit Sharing Plan and Trust in TX ($338K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

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 Goldstein Tax Preparation Profit Sharing Plan assets move in 2022? ▼
Goldstein Tax Preparation Profit Sharing Plan declined sharply - down 16.5% during 2022, from $404K to $338K. Reported net income was -$66K.
How have Goldstein Tax Preparation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldstein Tax Preparation's sponsor-wide assets declined 25.6%, from $338K to $251K.
Where does Goldstein Tax Preparation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Goldstein Tax Preparation Profit Sharing Plan ranks in the 15th 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 Profit Sharing plans are similar in size to Goldstein Tax Preparation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is T & L Lease Service, Ltd. Employees' Profit Sharing Plan and Trust in TX ($338K, 93 participants).
Which Profit Sharing plans cover a similar participant headcount to Goldstein Tax Preparation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement 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 850511381.

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.