401(k) · DOL Form 5500 · 2023

Golden West Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$383K
Total assets Small plan by assets
6
Participants Small participant base
16th
Percentile by assets National rank
$63,881
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Golden West Capital, Inc. 401(k) Plan · Sponsored by Golden West Capital, Inc. · Florida · Retail Trade

$383K in assets, 6 participants

Golden West Capital, Inc.'s Golden West Capital, Inc. 401(k) Plan reported $383K in total assets and 6 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.

  • #2,149 in Retail Trade (8,414 peers)

Golden West Capital, Inc. multi-year trail

Golden West Capital, Inc.'s plans moved -51.5% in assets from 2022 to 2024; this filing shows Golden West Capital, Inc. 401(k) Plan at $383K / 6 participants.

#2,149
in Retail Trade (8,414 peers)
-9.2%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Golden West Capital, Inc. 401(k) Plan among the smaller filed plans by assets

Golden West Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$383,288 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

Golden West Capital, Inc. 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. Golden West Capital, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Golden West Capital, Inc. 401(k) Plan reported net income fell from $170K in the plan year 2022 filing to -$39K in the plan year 2023 filing.
  • Golden West Capital, Inc. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Golden West Capital, Inc. 401(k) Plan end-of-year assets fell from $422K in the plan year 2022 filing to $383K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 851615230 · Golden West Capital, Inc. PY 2023 · 401(k)

Golden West Capital, Inc. 401(k) Plan · $383K · 6 · 16th

  • PCT $383K
  • PCT 6
  • PCT 16th
  • PCT 401(k)
  • PCT near Lg Partners Retirement Plan
  • PCT ind #2149

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 Retail Trade retirement plans → · Plans in Florida →

Golden West Capital, Inc. 401(k) Plan in the asset neighbourhood

Golden West Capital, Inc. 401(k) PlanGolden West Capital, Inc. 40…$383KLg Partners Retirement Plan$383KElite Athletics Retirement PlanElite Athletics Retirement P…$383KWelchkins Corp. 401(k) Profit Sharing PlanWelchkins Corp. 401(k) Profi…$383KPlanned Parenthood 401(k)$383K
End-of-year total assets ($M) among Golden West Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Golden West Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Golden West Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$204K 51.54999455061531% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.42M $0.2M ▼ -52.4%
Year Plans Participants Total Assets
2022 1 4 $422K
2023 1 6 $383K
2024 2 2 $204K

Golden West Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$422K
Net Assets (End of Year)$383K
Net Income-$39K
Employer EIN851615230
Plan Effective Date2020-06-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Golden West Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Golden West Capital, Inc. 401(k) Plan, Total assets ($B): 0.000383288 · Participants: 6Golden West Capital, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Golden West Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Golden West Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Golden West Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lg Partners Retirement Plan in IN ($383K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($383K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Golden West Capital, Inc. 401(k) Plan assets move in 2023? ▼
Golden West Capital, Inc. 401(k) Plan pulled back noticeably - down 9.2% during 2023, from $422K to $383K. Reported net income was -$39K.
How have Golden West Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Golden West Capital, Inc.'s sponsor-wide assets declined 51.5%, from $422K to $204K.
Where does Golden West Capital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Golden West Capital, Inc. 401(k) 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 401(k) plans are similar in size to Golden West Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lg Partners Retirement Plan in IN ($383K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Golden West Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 851615230.

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.