401(k) · DOL Form 5500 · 2023

Steven H Goldstein Dds PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
31st
Percentile by assets National rank
$257,640
Avg per participant Above avg balance/head
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Official DOL plan name: Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust · Sponsored by Steven H Goldstein Dds PC · Arizona · Professional & Technical Services

$2M in assets, 8 participants

Steven H Goldstein Dds PC's Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,461 in Professional & Technical Services (20,321 peers)

Steven H Goldstein Dds PC multi-year trail

Steven H Goldstein Dds PC's plans moved +26.4% in assets from 2022 to 2024; this filing shows Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust at $2M / 8 participants.

#5,461
in Professional & Technical Services (20,321 peers)
+12.5%
assets growth YoY

Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,061,120 31st percentile higher than 31% 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

Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust reported net income rose from $122K in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860820068 · Steven H Goldstein Dds PC PY 2023 · 401(k)

Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust · $2M · 8 · 31st

  • PCT $2M
  • EIN 8
  • RANK 31st
  • PHOTO 401(k)
  • IND near Aviation Partners 401(k) Plan
  • EOY ind #5461

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 Arizona →

Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & TrustSteven H Goldstein Dds PC 40…$2MAviation Partners 401(k) Plan$2MNorthpoint Recovery Holdings Profit Sharing/401(k) PlanNorthpoint Recovery Holdings…$2MShelfbot Co. 401(k) Plan$2MGoldie B. Floberg Center 401(k) Profit Sharing PlanGoldie B. Floberg Center 401…$2M
End-of-year total assets ($M) among Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steven H Goldstein Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All Steven H Goldstein Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.359022257963673% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.83M $2.32M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 8 $2M
2024 1 7 $2M

Steven H Goldstein Dds PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$228K
Employer EIN860820068
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00206112 · Participants: 8Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & TrustBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Aviation Partners 401(k) Plan in WA ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 12.5% during 2023, from $2M to $2M. Reported net income was $228K.
How have Steven H Goldstein Dds PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven H Goldstein Dds PC's sponsor-wide assets grew 26.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aviation Partners 401(k) Plan in WA ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Steven H Goldstein Dds PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 860820068.

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.