Profit Sharing · DOL Form 5500 · 2023
Profit Sharing Plan for Steven Goldstein Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Profit Sharing Plan for Steven Goldstein · Sponsored by Profit Sharing Plan for Steven Goldstein · New Jersey · Healthcare & Social Assistance
$4M in assets, 3 participants
Profit Sharing Plan for Steven Goldstein's Profit Sharing Plan for Steven Goldstein reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,266 in Healthcare & Social Assistance (17,684 peers)
Profit Sharing Plan for Steven Goldstein multi-year trail
Profit Sharing Plan for Steven Goldstein's plans moved +38.1% in assets from 2022 to 2024; this filing shows Profit Sharing Plan for Steven Goldstein at $4M / 3 participants.
- #7,266
- in Healthcare & Social Assistance (17,684 peers)
- +19.2%
- assets growth YoY
Profit Sharing Plan for Steven Goldstein's mid-pack asset rank among Healthcare & Social Assistance and all filers
Profit Sharing Plan for Steven Goldstein vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,703,245 39th percentile higher than 39% 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
Profit Sharing Plan for Steven Goldstein among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan for Steven Goldstein is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Profit Sharing Plan for Steven Goldstein reported net income rose from -$500K in the plan year 2022 filing to $598K in the plan year 2023 filing.
- Profit Sharing Plan for Steven Goldstein end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 223024576 · Profit Sharing Plan for Steven Goldstein PY 2023 · Profit Sharing
Profit Sharing Plan for Steven Goldstein · $4M · 3 · 39th
- RANK $4M
- RANK 3
- RANK 39th
- RANK Profit Sharing
- RANK near Retirement Living, Inc. Dba Marquette 403(b) Plan
- RANK ind #7266
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 New Jersey →
Profit Sharing Plan for Steven Goldstein in the asset neighbourhood
Profit Sharing Plan for Steven Goldstein multi-year asset trail
Sponsor-wide plan assets over time
All Profit Sharing Plan for Steven Goldstein plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 38.11412712555066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $4M |
Profit Sharing Plan for Steven Goldstein filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $598K |
| Employer EIN | 223024576 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Profit Sharing Plan for Steven Goldstein's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Retirement Living, Inc. Dba Marquette 403(b) Plan in IN ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.