401(k) · DOL Form 5500 · 2022

Goelzer Investment Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
32
Participants Small participant base
60th
Percentile by assets National rank
$243,944
Avg per participant Above avg balance/head
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Official DOL plan name: Goelzer Investment Management, Inc. 401(k) Plan · Sponsored by Goelzer Investment Management, Inc. · Indiana · Finance & Insurance

$8M in assets, 32 participants

Goelzer Investment Management, Inc.'s Goelzer Investment Management, Inc. 401(k) Plan reported $8M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,991 in Finance & Insurance (9,261 peers)

Goelzer Investment Management, Inc. multi-year trail

Goelzer Investment Management, Inc.'s plans moved +46.1% in assets from 2022 to 2024; this filing shows Goelzer Investment Management, Inc. 401(k) Plan at $8M / 32 participants.

#3,991
in Finance & Insurance (9,261 peers)
-8.3%
assets change YoY

The plan reported a net loss of $711K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goelzer Investment Management, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Goelzer Investment Management, Inc. 401(k) Plan vs every filed plan by assets

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

$7,806,214 Top 40% higher than 60% 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

Goelzer Investment Management, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goelzer Investment Management, Inc. 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

DOL schedule card

Filing strip 352030275 · Goelzer Investment Management, Inc. PY 2022 · 401(k)

Goelzer Investment Management, Inc. 401(k) Plan · $8M · 32 · 60th

  • IND $8M
  • EOY 32
  • 5500 60th
  • ASSETS 401(k)
  • PCT near Shoremaster Hydrohoist Holdings Retirement Plan
  • EIN ind #3991

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 Finance & Insurance retirement plans → · Plans in Indiana →

Goelzer Investment Management, Inc. 401(k) Plan in the asset neighbourhood

Goelzer Investment Management, Inc. 401(k) PlanGoelzer Investment Managemen…$8MShoremaster Hydrohoist Holdings Retirement PlanShoremaster Hydrohoist Holdi…$8MAetrex, Inc. 401(k) Plan$8MMultifamily Management Services LLC 401(k) PlanMultifamily Management Servi…$8MPohanka Auto Center, Inc. 401(k) PlanPohanka Auto Center, Inc. 40…$8M
End-of-year total assets ($M) among Goelzer Investment Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Goelzer Investment Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Goelzer Investment Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 46.08166046700842% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.1M $17.6M ▲ +46.1%
Year Plans Participants Total Assets
2022 2 62 $12M
2023 2 70 $15M
2024 2 71 $18M

Goelzer Investment Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$711K
Employer EIN352030275
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Goelzer Investment Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Goelzer Investment Management, Inc. 401(k) Plan, Total assets ($B): 0.007806214 · Participants: 32Goelzer Investment Management, Inc. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Goelzer Investment Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Goelzer Investment Management, Inc. 401(k) Plan side-by-side with 3 peers →

Goelzer Investment Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Shoremaster Hydrohoist Holdings Retirement Plan in MN ($8M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Goelzer Investment Management, Inc. 401(k) Plan assets move in 2022? ▼
Goelzer Investment Management, Inc. 401(k) Plan pulled back noticeably - down 8.3% during 2022, from $9M to $8M. Reported net income was -$711K.
How have Goelzer Investment Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goelzer Investment Management, Inc.'s sponsor-wide assets grew 46.1%, from $12M to $18M.
Which 401(k) plans are similar in size to Goelzer Investment Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shoremaster Hydrohoist Holdings Retirement Plan in MN ($8M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Goelzer Investment Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 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 352030275.

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.