401(k) · DOL Form 5500 · 2022

Goschie Mccarthy & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$913K
Total assets Small plan by assets
8
Participants Small participant base
24th
Percentile by assets National rank
$114,127
Avg per participant Below avg balance/head
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Official DOL plan name: Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Goschie Mccarthy & Associates, Inc. · Oregon · Real Estate

$913K in assets, 8 participants

Goschie Mccarthy & Associates, Inc.'s Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan reported $913K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,039 in Real Estate (5,057 peers)

Goschie Mccarthy & Associates, Inc. multi-year trail

Goschie Mccarthy & Associates, Inc.'s plans moved +33.9% in assets from 2022 to 2024; this filing shows Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan at $913K / 8 participants.

#2,039
in Real Estate (5,057 peers)
-15.3%
assets change YoY

The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$913,014 24th percentile higher than 24% 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

Goschie Mccarthy & Associates, Inc. 401(k) 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. Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 931256849 · Goschie Mccarthy & Associates, Inc. PY 2022 · 401(k)

Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan · $913K · 8 · 24th

  • SCH $913K
  • SCH 8
  • SCH 24th
  • SCH 401(k)
  • SCH near Smithville Auto, Inc. 401(k) Profit Sharing Plan
  • SCH ind #2039

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 Real Estate retirement plans → · Plans in Oregon →

Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing PlanGoschie Mccarthy & Associate…$913KSmithville Auto, Inc. 401(k) Profit Sharing PlanSmithville Auto, Inc. 401(k)…$913KWps Group, LLC Retirement Savings PlanWps Group, LLC Retirement Sa…$913KAdolfo and Marie France Barrera Dds, Inc Retirement PlanAdolfo and Marie France Barr…$913KLegend Automotive Incorporated 401(k) Profit Sharing Plan & TrustLegend Automotive Incorporat…$913K
End-of-year total assets ($M) among Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Goschie Mccarthy & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Goschie Mccarthy & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.877465186733176% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.91M $1.22M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 8 $913K
2023 1 8 $1M
2024 1 8 $1M

Goschie Mccarthy & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$913K
Net Income-$165K
Employer EIN931256849
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000913014 · Participants: 8Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Smithville Auto, Inc. 401(k) Profit Sharing Plan in TX ($913K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan declined sharply - down 15.3% during 2022, from $1M to $913K. Reported net income was -$165K.
How have Goschie Mccarthy & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goschie Mccarthy & Associates, Inc.'s sponsor-wide assets grew 33.9%, from $913K to $1M.
Where does Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan ranks in the 24th 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 Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smithville Auto, Inc. 401(k) Profit Sharing Plan in TX ($913K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Goschie Mccarthy & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K 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 931256849.

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.