401(k) · DOL Form 5500 · 2023

Bruce J. Goldstick, M.D., S.C 401(k) Plan

Data updated 2026-08-25

$611K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$87,246
Avg per participant Below avg balance/head
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Official DOL plan name: Bjg, M.D., S.C. Retirement Plan & Trust · Sponsored by Bruce J. Goldstick, M.D., S.C · Illinois · Healthcare & Social Assistance

$611K in assets, 7 participants

Bruce J. Goldstick, M.D., S.C's Bjg, M.D., S.C. Retirement Plan & Trust reported $611K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,637 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Bjg, M.D., S.C. Retirement Plan & Trust grew at a solid clip 11.5% in 2023 ($548K → $611K) for 7 participants.

#2,637
in Healthcare & Social Assistance (17,684 peers)
+11.5%
assets growth YoY

Bjg, M.D., S.C. Retirement Plan & Trust among the smaller filed plans by assets

Bjg, M.D., S.C. Retirement Plan & Trust vs every filed plan by assets

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

$610,725 20th percentile higher than 20% 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

Bjg, M.D., S.C. Retirement Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bjg, M.D., S.C. Retirement Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bjg, M.D., S.C. Retirement Plan & Trust reported net income rose from -$184K in the plan year 2022 filing to $63K in the plan year 2023 filing.
  • Bjg, M.D., S.C. Retirement Plan & Trust end-of-year assets rose from $548K in the plan year 2022 filing to $611K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364096955 · Bruce J. Goldstick, M.D., S.C PY 2023 · 401(k)

Bjg, M.D., S.C. Retirement Plan & Trust · $611K · 7 · 20th

  • ASSETS $611K
  • PCT 7
  • EIN 20th
  • RANK 401(k)
  • PHOTO near Nittfan Inc. 401(k) Plan
  • IND ind #2637

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Bjg, M.D., S.C. Retirement Plan & Trust in the asset neighbourhood

Bjg, M.D., S.C. Retirement Plan & TrustBjg, M.D., S.C. Retirement P…$611KNittfan Inc. 401(k) Plan$611KAlchemy Entertainment, Inc. 401(k) Profit Sharing PlanAlchemy Entertainment, Inc. …$611KTidewater Endocrinology LLC 401(k) Profit Sharing Plan & TrustTidewater Endocrinology LLC …$611KKuchinka Enterprises, Inc. 401(k) Profit Sharing PlanKuchinka Enterprises, Inc. 4…$611K
End-of-year total assets ($M) among Bjg, M.D., S.C. Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bruce J. Goldstick, M.D., S.C years around the 2023 move

Sponsor-wide plan assets over time

All Bruce J. Goldstick, M.D., S.C plans reported in each filing year

Latest sponsor-wide plan assets
$546K 0.3021600334475638% vs 2022
2024 filing year
$0.54M$0.56M$0.58M$0.6M$0.62M 202220232024 $0.55M $0.55M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $548K
2023 1 7 $611K
2024 1 6 $546K

2023 asset-move particulars

Total Assets (Beginning of Year)$548K
Net Assets (End of Year)$611K
Net Income$63K
Employer EIN364096955
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Bjg, M.D., S.C. Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bjg, M.D., S.C. Retirement Plan & Trust, Total assets ($B): 0.000610725 · Participants: 7Bjg, M.D., S.C. Retirement Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Bjg, M.D., S.C. Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bjg, M.D., S.C. Retirement Plan & Trust side-by-side with 3 peers →

Bjg, M.D., S.C. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Nittfan Inc. 401(k) Plan in PA ($611K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Bjg, M.D., S.C. Retirement Plan & Trust assets move in 2023? ▼
Bjg, M.D., S.C. Retirement Plan & Trust grew at a solid clip - up 11.5% during 2023, from $548K to $611K. Reported net income was $63K.
How have Bruce J. Goldstick, M.D., S.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce J. Goldstick, M.D., S.C's sponsor-wide assets declined 0.3%, from $548K to $546K.
Where does Bjg, M.D., S.C. Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Bjg, M.D., S.C. Retirement Plan & Trust ranks in the 20th 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 Bjg, M.D., S.C. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nittfan Inc. 401(k) Plan in PA ($611K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Bjg, M.D., S.C. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 364096955.

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.