401(k) · DOL Form 5500 · 2022

Goldfein LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
372
Participants Below avg headcount
41st
Percentile by assets National rank
$8,388
Avg per participant Low balance/head
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Official DOL plan name: Goldfein LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Goldfein LLC · Georgia · Professional & Technical Services

$3M in assets, 372 participants

Goldfein LLC's Goldfein LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 372 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.

  • #8,294 in Professional & Technical Services (21,562 peers)

Coverage in Georgia

Goldfein LLC 401(k) Profit Sharing Plan & Trust covers 372 participants in Georgia, about 34% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#8,294
in Professional & Technical Services (21,562 peers)
+46.6%
assets growth YoY

Goldfein LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Goldfein LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,120,239 41st percentile higher than 41% 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

Goldfein LLC 401(k) Profit Sharing Plan & 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. Goldfein LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (372 participants).

DOL schedule card

Filing strip 262143170 · Goldfein LLC PY 2022 · 401(k)

Goldfein LLC 401(k) Profit Sharing Plan & Trust · $3M · 372 · 41st

  • PART $3M
  • PART 372
  • PART 41st
  • PART 401(k)
  • PART near Weber & Olcese, P.C. 401(k) Profit Sharing Plan & Trust
  • PART ind #8294

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 Georgia →

Goldfein LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Goldfein LLC 401(k) Profit Sharing Plan & TrustGoldfein LLC 401(k) Profit S…$3MWeber & Olcese, P.C. 401(k) Profit Sharing Plan & TrustWeber & Olcese, P.C. 401(k) …$3MCarlisle School 403b DC Plan$3MOvertime Sports, Inc. 401(k) PlanOvertime Sports, Inc. 401(k)…$3MAmerican Management Group 401(k) PlanAmerican Management Group 40…$3M
End-of-year total assets ($M) among Goldfein LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$991K
Employer EIN262143170
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldfein LLC)

Sponsor-wide plan assets over time

All Goldfein LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 144.77451887499643% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.12M $7.64M ▲ +144.9%
Year Plans Participants Total Assets
2022 1 372 $3M
2023 1 431 $5M
2024 1 484 $8M

Nearby 401(k) Plans in Georgia

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

Goldfein LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Goldfein LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003120239 · Participants: 372Goldfein LLC 401(k) Profit Sharing Plan & TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Goldfein LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Goldfein LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Goldfein LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Weber & Olcese, P.C. 401(k) Profit Sharing Plan & Trust in MI ($3M); by covered participants it is Contango Oil & Gas Company 401(k) Plan in TX (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Goldfein LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Goldfein LLC 401(k) Profit Sharing Plan & Trust surged - up 46.6% during 2022, from $2M to $3M. Reported net income was $991K.
How have Goldfein LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldfein LLC's sponsor-wide assets grew 144.8%, from $3M to $8M.
Which 401(k) plans are similar in size to Goldfein LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Weber & Olcese, P.C. 401(k) Profit Sharing Plan & Trust in MI ($3M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Goldfein LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Contango Oil & Gas Company 401(k) Plan in TX (372 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 262143170.

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.