401(k) · DOL Form 5500 · 2023

Goforth & Marti 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
219
Participants Below avg headcount
49th
Percentile by assets National rank
$29,614
Avg per participant Low balance/head
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Official DOL plan name: Goforth & Marti 401(k) Profit Sharing Plan · Sponsored by Goforth & Marti · California · Retail Trade

$6M in assets, 219 participants

Goforth & Marti's Goforth & Marti 401(k) Profit Sharing Plan reported $6M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,025 in Retail Trade (8,414 peers)

Coverage in California

Goforth & Marti 401(k) Profit Sharing Plan covers 219 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $6M.

#5,025
in Retail Trade (8,414 peers)
+12.7%
assets growth YoY

Goforth & Marti 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Goforth & Marti 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,485,473 49th percentile higher than 49% 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

Goforth & Marti 401(k) Profit Sharing Plan 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. Goforth & Marti 401(k) Profit Sharing Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goforth & Marti 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $732K in the plan year 2023 filing.
  • Goforth & Marti 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Goforth & Marti 401(k) Profit Sharing Plan reported participants rose from 210 in the plan year 2022 filing to 219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952091271 · Goforth & Marti PY 2023 · 401(k)

Goforth & Marti 401(k) Profit Sharing Plan · $6M · 219 · 49th

  • EBSA $6M
  • PART 219
  • TYPE 49th
  • NET 401(k)
  • BOOK near Chestnut Ridge Dental Assoc., PA Profit Sharing Plan
  • VS-ST ind #5025

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 California →

Goforth & Marti 401(k) Profit Sharing Plan in the asset neighbourhood

Goforth & Marti 401(k) Profit Sharing PlanGoforth & Marti 401(k) Profi…$6MChestnut Ridge Dental Assoc., PA Profit Sharing PlanChestnut Ridge Dental Assoc.…$6MSection 403(b) Retirement Plan for Community Action Resource and Development, Inc.Section 403(b) Retirement Pl…$6MDg3 Local 318 Union 401(k) PlanDg3 Local 318 Union 401(k) P…$6MEconsult Solutions 401(k) PlanEconsult Solutions 401(k) Pl…$6M
End-of-year total assets ($M) among Goforth & Marti 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$732K
Employer EIN952091271
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goforth & Marti)

Sponsor-wide plan assets over time

All Goforth & Marti plans reported in each filing year

Latest sponsor-wide plan assets
$8M 33.06764107438601% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.75M $7.66M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 210 $6M
2023 1 219 $6M
2024 1 229 $8M

Nearby 401(k) Plans in California

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

Goforth & Marti 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 ($B) Participants Goforth & Marti 401(k) Profit Sharing Plan, Total assets ($B): 0.006485473 · Participants: 219Goforth & Marti 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
Goforth & Marti 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Goforth & Marti 401(k) Profit Sharing Plan side-by-side with 3 peers →

Goforth & Marti 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 Chestnut Ridge Dental Assoc., PA Profit Sharing Plan in NJ ($6M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Goforth & Marti 401(k) Profit Sharing Plan assets move in 2023? ▼
Goforth & Marti 401(k) Profit Sharing Plan grew at a solid clip - up 12.7% during 2023, from $6M to $6M. Reported net income was $732K.
How have Goforth & Marti plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goforth & Marti's sponsor-wide assets grew 33.1%, from $6M to $8M.
Which 401(k) plans are similar in size to Goforth & Marti 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chestnut Ridge Dental Assoc., PA Profit Sharing Plan in NJ ($6M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Goforth & Marti 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raven Industries, Inc. 401(k) Plan in SD (219 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 952091271.

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.