401(k) · DOL Form 5500 · 2023
Goldman & Knell, Certified Public Accountants, LLP 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan · Sponsored by Goldman & Knell, Certified Public Accountants, LLP · California · Professional & Technical Services
$7M in assets, 4 participants
Goldman & Knell, Certified Public Accountants, LLP's Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan reported $7M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,188 in Professional & Technical Services (20,321 peers)
Goldman & Knell, Certified Public Accountants, LLP multi-year trail
Goldman & Knell, Certified Public Accountants, LLP's plans moved +35.0% in assets from 2022 to 2024; this filing shows Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan at $7M / 4 participants.
- #10,188
- in Professional & Technical Services (20,321 peers)
- +15.7%
- assets growth YoY
Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,265,906 Top 48% higher than 52% 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
Goldman & Knell, Certified Public Accountants, LLP 401(k) 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. Goldman & Knell, Certified Public Accountants, LLP 401(k) 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
- Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $984K in the plan year 2023 filing.
- Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 954555354 · Goldman & Knell, Certified Public Accountants, LLP PY 2023 · 401(k)
Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan · $7M · 4 · 52nd
- ASSETS $7M
- PCT 4
- EIN 52nd
- RANK 401(k)
- PHOTO near Neomantra 401(k) Trust
- IND ind #10188
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 California →
Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Goldman & Knell, Certified Public Accountants, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Goldman & Knell, Certified Public Accountants, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 34.991938369424766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $9M |
| 2023 | 2 | 7 | $11M |
| 2024 | 2 | 10 | $12M |
Goldman & Knell, Certified Public Accountants, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $984K |
| Employer EIN | 954555354 |
| Plan Effective Date | 1992-12-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Goldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Neomantra 401(k) Trust in CT ($7M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Neomantra 401(k) Trust (CT) $7M · 3
- Cfdfc 401(k) Plan (RI) $7M · 209
- Hirsch Electric, LLC. 401 K Profit Sharing Plan (MD) $7M · 132
- Ellis Mechanical 401(k) Plan (IN) $7M · 24
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.