401(k) · DOL Form 5500 · 2023

Goetz & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
41
Participants Small participant base
64th
Percentile by assets National rank
$315,995
Avg per participant High balance/head
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Official DOL plan name: Goetz & Sons, Inc. Profit Sharing and 401(k) Plan · Sponsored by Goetz & Sons, Inc. · Texas · Agriculture, Forestry & Fishing

$13M in assets, 41 participants

Goetz & Sons, Inc.'s Goetz & Sons, Inc. Profit Sharing and 401(k) Plan reported $13M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #905 in Agriculture, Forestry & Fishing (1,288 peers)

Goetz & Sons, Inc. multi-year trail

Goetz & Sons, Inc.'s plans moved +67.9% in assets from 2022 to 2024; this filing shows Goetz & Sons, Inc. Profit Sharing and 401(k) Plan at $13M / 41 participants.

#905
in Agriculture, Forestry & Fishing (1,288 peers)
+38.1%
assets growth YoY

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,955,796 Top 36% higher than 64% of 127,068 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 2023

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goetz & Sons, Inc. Profit Sharing and 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goetz & Sons, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Goetz & Sons, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Goetz & Sons, Inc. Profit Sharing and 401(k) Plan reported participants rose from 40 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752217772 · Goetz & Sons, Inc. PY 2023 · 401(k)

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan · $13M · 41 · 64th

  • VS-ST $13M
  • VS-ST 41
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near Banc Card of America, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #905

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Goetz & Sons, Inc. Profit Sharing and 401(k) PlanGoetz & Sons, Inc. Profit Sh…$13MBanc Card of America, Inc. 401(k) Profit Sharing PlanBanc Card of America, Inc. 4…$13MElecnor Hawkeye, LLC 401(k) PlanElecnor Hawkeye, LLC 401(k) …$13MThe Childrens Svc Ctr of Wyo Val 401(k) PlanThe Childrens Svc Ctr of Wyo…$13MHuntington Coach Corporation 401(k) PlanHuntington Coach Corporation…$13M
End-of-year total assets ($M) among Goetz & Sons, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Goetz & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Goetz & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 67.9131064723972% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.38M $15.8M ▲ +67.9%
Year Plans Participants Total Assets
2022 1 40 $9M
2023 1 41 $13M
2024 1 44 $16M

Goetz & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN752217772
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Goetz & Sons, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.012955796 · Participants: 41Goetz & Sons, Inc. Profit Sharing and 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Goetz & Sons, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Goetz & Sons, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Banc Card of America, Inc. 401(k) Profit Sharing Plan in TN ($13M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); 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.

Frequently Asked Questions

How did Goetz & Sons, Inc. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Goetz & Sons, Inc. Profit Sharing and 401(k) Plan surged - up 38.1% during 2023, from $9M to $13M. Reported net income was $4M.
How have Goetz & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goetz & Sons, Inc.'s sponsor-wide assets grew 67.9%, from $9M to $16M.
Which 401(k) plans are similar in size to Goetz & Sons, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Banc Card of America, Inc. 401(k) Profit Sharing Plan in TN ($13M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Goetz & Sons, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (41 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752217772.

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.