401(k) · DOL Form 5500 · 2023

Goodfriend & Jacobs, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
16
Participants Small participant base
63rd
Percentile by assets National rank
$762,620
Avg per participant High balance/head
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Official DOL plan name: Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan · Sponsored by Goodfriend & Jacobs, LLP · California · Professional & Technical Services

$12M in assets, 16 participants

Goodfriend & Jacobs, LLP's Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan reported $12M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,596 in Professional & Technical Services (20,321 peers)

Goodfriend & Jacobs, LLP multi-year trail

Goodfriend & Jacobs, LLP's plans moved +15.2% in assets from 2023 to 2024; this filing shows Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan at $12M / 16 participants.

#12,596
in Professional & Technical Services (20,321 peers)
+35.2%
assets growth YoY

Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,201,913 Top 37% higher than 63% 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

Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 881373980 · Goodfriend & Jacobs, LLP PY 2023 · 401(k)

Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan · $12M · 16 · 63rd

  • PCT $12M
  • PCT 16
  • PCT 63rd
  • PCT 401(k)
  • PCT near Osborn & Barr Communications Employee Savings Plan
  • PCT ind #12596

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 →

Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Goodfriend & Jacobs, LLP 401(k) Profit Sharing PlanGoodfriend & Jacobs, LLP 401…$12MOsborn & Barr Communications Employee Savings PlanOsborn & Barr Communications…$12MAmerican Statistical Association 401(k) Profit Sharing PlanAmerican Statistical Associa…$12MHunter's Ambulance Savings & Retirement PlanHunter's Ambulance Savings &…$12MStandard Offset Printing Co, Inc. 401(k) Profit Sharing PlanStandard Offset Printing Co,…$12M
End-of-year total assets ($M) among Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Goodfriend & Jacobs, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Goodfriend & Jacobs, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 15.234455449731529% vs 2023
2024 filing year
$12M$13M$14M$15M 20232024 $12.2M $14.1M ▲ +15.2%
Year Plans Participants Total Assets
2023 1 16 $12M
2024 1 19 $14M

Goodfriend & Jacobs, LLP filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN881373980
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.012201913 · Participants: 16Goodfriend & Jacobs, LLP 401(k) Profit Sharing PlanWells 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
Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Goodfriend & Jacobs, 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 Osborn & Barr Communications Employee Savings Plan in MO ($12M); by covered participants it is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan surged - up 35.2% during 2023, from $9M to $12M. Reported net income was $3M.
How have Goodfriend & Jacobs, LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Goodfriend & Jacobs, LLP's sponsor-wide assets grew 15.2%, from $12M to $14M.
Which 401(k) plans are similar in size to Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Osborn & Barr Communications Employee Savings Plan in MO ($12M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Goodfriend & Jacobs, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants, $1M 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 881373980.

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.