Profit Sharing · DOL Form 5500 · 2023

Goldstein Tax Preparation Profit Sharing Plan

Data updated 2026-08-25

$399K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$99,650
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Goldstein Tax Preparation Profit Sharing Plan · Sponsored by Goldstein Tax Preparation · Pennsylvania · Professional & Technical Services

$399K in assets, 4 participants

Goldstein Tax Preparation's Goldstein Tax Preparation Profit Sharing Plan reported $399K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,454 in Professional & Technical Services (20,321 peers)

Goldstein Tax Preparation multi-year trail

Goldstein Tax Preparation's plans moved -25.6% in assets from 2022 to 2024; this filing shows Goldstein Tax Preparation Profit Sharing Plan at $399K / 4 participants.

#2,454
in Professional & Technical Services (20,321 peers)
+18.1%
assets growth YoY

Goldstein Tax Preparation Profit Sharing Plan among the smaller filed plans by assets

Goldstein Tax Preparation Profit Sharing Plan vs every filed plan by assets

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

$398,599 16th percentile higher than 16% 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

Goldstein Tax Preparation Profit Sharing 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. Goldstein Tax Preparation Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldstein Tax Preparation Profit Sharing Plan reported net income rose from -$66K in the plan year 2022 filing to $61K in the plan year 2023 filing.
  • Goldstein Tax Preparation Profit Sharing Plan end-of-year assets rose from $338K in the plan year 2022 filing to $399K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 850511381 · Goldstein Tax Preparation PY 2023 · Profit Sharing

Goldstein Tax Preparation Profit Sharing Plan · $399K · 4 · 16th

  • ASSETS $399K
  • PCT 4
  • EIN 16th
  • RANK Profit Sharing
  • PHOTO near B&n Moving & Storage, Inc. Age Weighted Profit Sharing Plan
  • IND ind #2454

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 Pennsylvania →

Goldstein Tax Preparation Profit Sharing Plan in the asset neighbourhood

Goldstein Tax Preparation Profit Sharing PlanGoldstein Tax Preparation Pr…$399KB&n Moving & Storage, Inc. Age Weighted Profit Sharing PlanB&n Moving & Storage, Inc. A…$399KOpes International Inc. Retirement PlanOpes International Inc. Reti…$399KSuper-Moen Inc. Retirement PlanSuper-Moen Inc. Retirement P…$399KLa Hall, Incorporated Profit Sharing PlanLa Hall, Incorporated Profit…$399K
End-of-year total assets ($M) among Goldstein Tax Preparation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Goldstein Tax Preparation multi-year asset trail

Sponsor-wide plan assets over time

All Goldstein Tax Preparation plans reported in each filing year

Latest sponsor-wide plan assets
$251K 25.631682323559996% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.34M $0.25M ▼ -26.5%
Year Plans Participants Total Assets
2022 1 4 $338K
2023 1 4 $399K
2024 1 4 $251K

Goldstein Tax Preparation filing trail (2023)

Total Assets (Beginning of Year)$338K
Net Assets (End of Year)$399K
Net Income$61K
Employer EIN850511381
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Goldstein Tax Preparation Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Goldstein Tax Preparation Profit Sharing Plan, Total assets ($B): 0.000398599 · Participants: 4Goldstein Tax Preparation Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Goldstein Tax Preparation Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Goldstein Tax Preparation Profit Sharing Plan side-by-side with 3 peers →

Goldstein Tax Preparation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is B&n Moving & Storage, Inc. Age Weighted Profit Sharing Plan in NY ($399K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Goldstein Tax Preparation Profit Sharing Plan assets move in 2023? ▼
Goldstein Tax Preparation Profit Sharing Plan grew sharply - up 18.1% during 2023, from $338K to $399K. Reported net income was $61K.
How have Goldstein Tax Preparation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldstein Tax Preparation's sponsor-wide assets declined 25.6%, from $338K to $251K.
Where does Goldstein Tax Preparation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Goldstein Tax Preparation Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Goldstein Tax Preparation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is B&n Moving & Storage, Inc. Age Weighted Profit Sharing Plan in NY ($399K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Goldstein Tax Preparation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 850511381.

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.