401(k) · DOL Form 5500 · 2022

ONEGOAL 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
156
Participants Small participant base
62nd
Percentile by assets National rank
$55,818
Avg per participant Low balance/head
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Official DOL plan name: Onegoal Retirement Trust · Sponsored by ONEGOAL · Illinois · Educational Services

$9M in assets, 156 participants

ONEGOAL's Onegoal Retirement Trust reported $9M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,823 in Educational Services (4,024 peers)

Coverage in Illinois

Onegoal Retirement Trust covers 156 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#1,823
in Educational Services (4,024 peers)
+0.5%
assets growth YoY

Onegoal Retirement Trust's mid-pack asset rank among Educational Services and all filers

Onegoal Retirement Trust vs every filed plan by assets

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

$8,707,645 Top 38% higher than 62% 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

Onegoal Retirement Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Onegoal Retirement Trust sits mid-pack in the medium band (156 participants).

EBSA filing schedule strip

Filing strip 562369898 · ONEGOAL PY 2022 · 401(k)

Onegoal Retirement Trust · $9M · 156 · 62nd

  • EIN $9M
  • RANK 156
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Alr Products Inc. Profit Sharing Plan
  • 5500 ind #1823

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 Educational Services retirement plans → · Plans in Illinois →

Onegoal Retirement Trust in the asset neighbourhood

Onegoal Retirement Trust$9MAlr Products Inc. Profit Sharing PlanAlr Products Inc. Profit Sha…$9MCincinnati Museum Association 401(k) Profit Sharing PlanCincinnati Museum Associatio…$9MAbm 401(k) Employee Savings Plan IIAbm 401(k) Employee Savings …$9MHeart and Vascular of Wisconsin Sc 401(k) Profit Sharing PlanHeart and Vascular of Wiscon…$9M
End-of-year total assets ($M) among Onegoal Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$40K
Employer EIN562369898
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ONEGOAL)

Sponsor-wide plan assets over time

All ONEGOAL plans reported in each filing year

Latest sponsor-wide plan assets
$15M 67.39668417809868% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.71M $14.6M ▲ +67.4%
Year Plans Participants Total Assets
2022 1 156 $9M
2023 1 192 $12M
2024 1 220 $15M

Nearby 401(k) Plans in Illinois

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

Onegoal Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Onegoal Retirement Trust, Total assets ($B): 0.008707645 · Participants: 156Onegoal Retirement TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Onegoal Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Onegoal Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Alr Products Inc. Profit Sharing Plan in MI ($9M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Onegoal Retirement Trust assets move in 2022?
Onegoal Retirement Trust held essentially flat - up 0.5% during 2022, from $9M to $9M. Reported net income was $40K.
How have ONEGOAL plan assets changed over time?
Across 3 plan years on file (2022-2024), ONEGOAL's sponsor-wide assets grew 67.4%, from $9M to $15M.
Which 401(k) plans are similar in size to Onegoal Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Alr Products Inc. Profit Sharing Plan in MI ($9M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Onegoal Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K in assets).