401(k)
2022 plan-year 401(k) DOL Form 5500

Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Global Outreach Charter Academ · Florida · Educational Services

What the 2023 filing shows

Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust holds $351K for 196 participants — about $1,789 per participant, up 13.4% over the 2022 plan year.

$351K
total plan assets (2022 EOY)
196
covered participants
$1,789
avg assets per participant
+13.4%
assets growth YoY
Total Assets (2023)
$351K
Participants
196
State
Industry
Educational Services

What the Filing Says About Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust

Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Global Outreach Charter Academ, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $351K in total end-of-year assets and covers 196 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 800297346, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $309K at the beginning of 2022 to $351K at year-end — a gain of 13.4%. Net assets (after liabilities) closed the year at $351K, with reported net income of $42K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$309K
Total Assets (End of Year)$351K
Net Assets (End of Year)$351K
Net Income$42K
Plan Type401(k)
Employer EIN800297346
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Outreach Charter Academ)

Year Plans Participants Total Assets
2022 1 196 $351K
2023 1 218 $641K
2024 1 260 $967K

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Frequently Asked Questions

How much money is in the Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust holds $351K in total assets with 196 participants. It is sponsored by Global Outreach Charter Academ.
What type of plan is Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust?
Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 800297346.
Who sponsors the Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust?
Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust is sponsored by Global Outreach Charter Academ, located in Florida. The sponsor's EIN is 800297346 and the plan operates in the Educational Services industry.
How did Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust perform in 2022?
Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust grew by 13.4% during 2022, moving from $309K to $351K in total assets. Net income was $42K.
Where can I find official filings for Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 800297346 or plan name at efast.dol.gov.
How does Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Global Outreach Charter Academ 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 800297346.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.