401(k) · DOL Form 5500 · 2023
Goodson Wachtel and Petrulis a Prof Corp. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $266,330
- Avg per participant High balance/head
Official DOL plan name: Goodson Wachtel and Petrulis 401(k) Plan · Sponsored by Goodson Wachtel and Petrulis a Prof Corp. · California · Professional & Technical Services
$1M in assets, 4 participants
Goodson Wachtel and Petrulis a Prof Corp.'s Goodson Wachtel and Petrulis 401(k) Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,959 in Professional & Technical Services (20,321 peers)
Goodson Wachtel and Petrulis a Prof Corp. multi-year trail
Goodson Wachtel and Petrulis a Prof Corp.'s plans moved +37.0% in assets from 2022 to 2024; this filing shows Goodson Wachtel and Petrulis 401(k) Plan at $1M / 4 participants.
- #3,959
- in Professional & Technical Services (20,321 peers)
- +20.7%
- assets growth YoY
Goodson Wachtel and Petrulis 401(k) Plan among the smaller filed plans by assets
Goodson Wachtel and Petrulis 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,065,319 24th percentile higher than 24% 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
Goodson Wachtel and Petrulis 401(k) 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. Goodson Wachtel and Petrulis 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goodson Wachtel and Petrulis 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Goodson Wachtel and Petrulis 401(k) Plan reported net income rose from -$223K in the plan year 2022 filing to $183K in the plan year 2023 filing.
- Goodson Wachtel and Petrulis 401(k) Plan end-of-year assets rose from $883K in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 952854284 · Goodson Wachtel and Petrulis a Prof Corp. PY 2023 · 401(k)
Goodson Wachtel and Petrulis 401(k) Plan · $1M · 4 · 24th
- EOY $1M
- EOY 4
- EOY 24th
- EOY 401(k)
- EOY near Hollander Price PLLC 401(k) Profit Sharing Plan
- EOY ind #3959
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 →
Goodson Wachtel and Petrulis 401(k) Plan in the asset neighbourhood
Goodson Wachtel and Petrulis a Prof Corp. multi-year asset trail
Sponsor-wide plan assets over time
All Goodson Wachtel and Petrulis a Prof Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 36.979746221538306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $883K |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
Goodson Wachtel and Petrulis a Prof Corp. filing trail (2023)
| Total Assets (Beginning of Year) | $883K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $183K |
| Employer EIN | 952854284 |
| Plan Effective Date | 1998-07-15 |
| 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
Goodson Wachtel and Petrulis 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Hollander Price PLLC 401(k) Profit Sharing Plan in FL ($1M); 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 ($1M here).
- Hollander Price PLLC 401(k) Profit Sharing Plan (FL) $1M · 3
- Ikey 401(k) Plan (TX) $1M · 17
- Farris Fab. & Machine 401(k) Plan (NC) $1M · 155
- Valley Food Service, Inc. 401(k) Plan (ID) $1M · 168
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.