Profit Sharing · DOL Form 5500 · 2023
Goldberg Optometry Services Inc. Profit Sharing Plan
Data updated 2026-08-25
- $350K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $350,000
- Avg per participant High balance/head
Official DOL plan name: Goldberg Optometry Services Inc. Retirement Plan · Sponsored by Goldberg Optometry Services Inc. · Texas · Healthcare & Social Assistance
$350K in assets, 1 participants
Goldberg Optometry Services Inc.'s Goldberg Optometry Services Inc. Retirement Plan reported $350K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,871 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Goldberg Optometry Services Inc. Retirement Plan grew sharply 16.7% in 2023 ($300K → $350K) for 1 participant.
- #1,871
- in Healthcare & Social Assistance (17,684 peers)
- +16.7%
- assets growth YoY
Goldberg Optometry Services Inc. Retirement Plan among the smaller filed plans by assets
Goldberg Optometry Services Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$350,000 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Goldberg Optometry Services Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goldberg Optometry Services Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goldberg Optometry Services Inc. Retirement Plan reported net income rose from -$200K in the plan year 2022 filing to $50K in the plan year 2023 filing.
- Goldberg Optometry Services Inc. Retirement Plan end-of-year assets rose from $300K in the plan year 2022 filing to $350K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 852858826 · Goldberg Optometry Services Inc. PY 2023 · Profit Sharing
Goldberg Optometry Services Inc. Retirement Plan · $350K · 1 · 15th
- IND $350K
- EOY 1
- 5500 15th
- ASSETS Profit Sharing
- PCT near Bs2z, Inc. Retirement Plan
- EIN ind #1871
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Goldberg Optometry Services Inc. Retirement Plan in the asset neighbourhood
Goldberg Optometry Services Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Goldberg Optometry Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $309K 2.976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $300K |
| 2023 | 1 | 1 | $350K |
| 2024 | 1 | 1 | $309K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $300K |
|---|---|
| Net Assets (End of Year) | $350K |
| Net Income | $50K |
| Employer EIN | 852858826 |
| Plan Effective Date | 2020-09-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Goldberg Optometry Services Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Bs2z, Inc. Retirement Plan in FL ($350K); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($350K here).
- Bs2z, Inc. Retirement Plan (FL) $350K · 2
- Ab Kup Corp. Retirement Plan (FL) $350K · 2
- Amdaca, Inc. Retirement Plan (CO) $350K · 3
- Morning Tree, Inc. Retirement Plan (FL) $350K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.