401(k) · DOL Form 5500 · 2023
The Goodman Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 3,332
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $20,980
- Avg per participant Low balance/head
Official DOL plan name: The Goodman Group, Its Members & Affil. Retirement Savings Plan · Sponsored by The Goodman Group, Inc. · Minnesota · Management of Enterprises
$70M in assets, 3,332 participants
The Goodman Group, Inc.'s The Goodman Group, Its Members & Affil. Retirement Savings Plan reported $70M in total assets and 3,332 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #820 in Management of Enterprises (1,137 peers)
Coverage in Minnesota
The Goodman Group, Its Members & Affil. Retirement Savings Plan covers 3,332 participants in Minnesota, 3.0x the typical Minnesota plan (state average ~1,126 per filing). Assets: $70M.
- #820
- in Management of Enterprises (1,137 peers)
- +21.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The Goodman Group, Its Members & Affil. Retirement Savings Plan's outsized position by total assets
The Goodman Group, Its Members & Affil. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,904,861 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Goodman Group, Its Members & Affil. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Goodman Group, Its Members & Affil. Retirement Savings Plan lands in the large band (3,332 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Goodman Group, Its Members & Affil. Retirement Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- The Goodman Group, Its Members & Affil. Retirement Savings Plan end-of-year assets rose from $58M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- The Goodman Group, Its Members & Affil. Retirement Savings Plan reported participants fell from 3,349 in the plan year 2022 filing to 3,332 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 411914496 · The Goodman Group, Inc. PY 2023 · 401(k)
The Goodman Group, Its Members & Affil. Retirement Savings Plan · $70M · 3,332 · 89th
- PCT $70M
- EIN 3,332
- RANK 89th
- PHOTO 401(k)
- IND near Covenant Transportation Group 401(k) & Profit Sharing Plan
- EOY ind #820
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 Management of Enterprises retirement plans → · Plans in Minnesota →
The Goodman Group, Its Members & Affil. Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $12M |
| Employer EIN | 411914496 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Goodman Group, Inc.)
Sponsor-wide plan assets over time
All The Goodman Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 37.71014695779725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,349 | $58M |
| 2023 | 1 | 3,332 | $70M |
| 2024 | 1 | 3,621 | $79M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
The Goodman Group, Its Members & Affil. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Covenant Transportation Group 401(k) & Profit Sharing Plan in TN ($70M); by covered participants it is Rumpke 401(k) Retirement Plan in OH (3,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Covenant Transportation Group 401(k) & Profit Sharing Plan (TN) $70M · 3,085
- Burr Oak Tool Inc. Employees' Profit Sharing Plan (MI) $70M · 339
- Curbell, Inc. 401(k) Plan (NY) $70M · 497
- Northstar Memorial Group, LLC 401(k) Plan (TX) $70M · 1,288
Similar participant headcount
Nearest other-state filings by covered participants (3,332 participants); asset peers above are excluded.
- Rumpke 401(k) Retirement Plan (OH) 3,331 · 1 off
- Alaska Airlines, Inc. Pilots Investment and Savings Plan (WA) 3,333 · 1 off
- Covenant Group Holdings, L.P. 401(k) Plan (TX) 3,331 · 1 off
- Dexter 401(k) Retirement Savings Plan (IN) 3,330 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.