401(k) · DOL Form 5500 · 2023

Goldco Direct LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
165
Participants Small participant base
50th
Percentile by assets National rank
$40,142
Avg per participant Low balance/head
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Official DOL plan name: Goldco Direct LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Goldco Direct LLC · California · Finance & Insurance

$7M in assets, 165 participants

Goldco Direct LLC's Goldco Direct LLC 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,160 in Finance & Insurance (8,869 peers)

Coverage in California

Goldco Direct LLC 401(k) Profit Sharing Plan & Trust covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $7M.

#3,160
in Finance & Insurance (8,869 peers)
+62.0%
assets growth YoY

Goldco Direct LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Goldco Direct LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,623,436 Top 50% higher than 50% 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

Goldco Direct LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goldco Direct LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldco Direct LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $1000K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Goldco Direct LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Goldco Direct LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 113 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 453668539 · Goldco Direct LLC PY 2023 · 401(k)

Goldco Direct LLC 401(k) Profit Sharing Plan & Trust · $7M · 165 · 50th

  • VS-ST $7M
  • BOY 165
  • SCH 50th
  • EBSA 401(k)
  • PART near Dill Air Controls Products LLC 401(k) Profit Sharing Plan and Trust
  • TYPE ind #3160

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 Finance & Insurance retirement plans → · Plans in California →

Goldco Direct LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Goldco Direct LLC 401(k) Profit Sharing Plan & TrustGoldco Direct LLC 401(k) Pro…$7MDill Air Controls Products LLC 401(k) Profit Sharing Plan and TrustDill Air Controls Products L…$7MCurran-Taylor, Inc. Profit Sharing PlanCurran-Taylor, Inc. Profit S…$7MNext Level Solutions Savings PlanNext Level Solutions Savings…$7MAssociated Scaffolding Company, Inc. Employees' 401(k) Retirement PlanAssociated Scaffolding Compa…$7M
End-of-year total assets ($M) among Goldco Direct LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN453668539
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldco Direct LLC)

Sponsor-wide plan assets over time

All Goldco Direct LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 93.1252148278625% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.09M $7.89M ▲ +92.9%
Year Plans Participants Total Assets
2022 1 113 $4M
2023 1 165 $7M
2024 1 171 $8M

Nearby 401(k) Plans in California

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

Goldco Direct LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Goldco Direct LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006623436 · Participants: 165Goldco Direct LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Goldco Direct LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Goldco Direct LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Goldco Direct LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dill Air Controls Products LLC 401(k) Profit Sharing Plan and Trust in NC ($7M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Goldco Direct LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Goldco Direct LLC 401(k) Profit Sharing Plan & Trust surged - up 62.0% during 2023, from $4M to $7M. Reported net income was $3M.
How have Goldco Direct LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldco Direct LLC's sponsor-wide assets grew 93.1%, from $4M to $8M.
Which 401(k) plans are similar in size to Goldco Direct LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dill Air Controls Products LLC 401(k) Profit Sharing Plan and Trust in NC ($7M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Goldco Direct LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 453668539.

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.