401(k) · DOL Form 5500 · 2023

Goldman Equipment L.L.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
199
Participants Below avg headcount
68th
Percentile by assets National rank
$79,602
Avg per participant Below avg balance/head
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Official DOL plan name: Goldman & Associated Companies Employees Profit Sharing Plan & Trust · Sponsored by Goldman Equipment L.L.C. · Louisiana · Wholesale Trade

$16M in assets, 199 participants

Goldman Equipment L.L.C.'s Goldman & Associated Companies Employees Profit Sharing Plan & Trust reported $16M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,997 in Wholesale Trade (6,309 peers)

Coverage in Louisiana

Goldman & Associated Companies Employees Profit Sharing Plan & Trust covers 199 participants in Louisiana, about 40% of the average Louisiana filer (state average ~495 per filing). Assets: $16M.

#3,997
in Wholesale Trade (6,309 peers)
+1.7%
assets growth YoY

Goldman & Associated Companies Employees Profit Sharing Plan & Trust's outsized position by total assets

Goldman & Associated Companies Employees Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,840,885 Top 32% higher than 68% 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

Goldman & Associated Companies Employees Profit Sharing Plan & Trust 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. Goldman & Associated Companies Employees Profit Sharing Plan & Trust sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldman & Associated Companies Employees Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $262K in the plan year 2023 filing.
  • Goldman & Associated Companies Employees Profit Sharing Plan & Trust reported participants rose from 192 in the plan year 2022 filing to 199 in the plan year 2023 filing.
  • Goldman & Associated Companies Employees Profit Sharing Plan & Trust end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 720968256 · Goldman Equipment L.L.C. PY 2023 · 401(k)

Goldman & Associated Companies Employees Profit Sharing Plan & Trust · $16M · 199 · 68th

  • EBSA $16M
  • PART 199
  • TYPE 68th
  • NET 401(k)
  • BOOK near Farmers Bank & Trust NA 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #3997

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 Wholesale Trade retirement plans → · Plans in Louisiana →

Goldman & Associated Companies Employees Profit Sharing Plan & Trust in the asset neighbourhood

Goldman & Associated Companies Employees Profit Sharing Plan & TrustGoldman & Associated Compani…$16MFarmers Bank & Trust NA 401(k) Profit Sharing Plan and TrustFarmers Bank & Trust NA 401(…$16MValley Bakers Cooperative Association 401(k) PlanValley Bakers Cooperative As…$16MR.W. Troxell & Company 401(k) Profit Sharing PlanR.W. Troxell & Company 401(k…$16MHowd & Ludorf, 401(k) Plan$16M
End-of-year total assets ($M) among Goldman & Associated Companies Employees Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$262K
Employer EIN720968256
Plan Effective Date1969-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldman Equipment L.L.C.)

Sponsor-wide plan assets over time

All Goldman Equipment L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 4.565718578277581% vs 2022
2024 filing year
$15.5M$16M$16.5M 202220232024 $15.6M $16.3M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 192 $16M
2023 1 199 $16M
2024 1 202 $16M

Nearby 401(k) Plans in Louisiana

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

Goldman & Associated Companies Employees Profit Sharing Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Goldman & Associated Companies Employees Profit Sharing Plan & Trust, Total assets ($B): 0.015840885 · Participants: 199Goldman & Associated Companies Employees Profit Sharing Plan & TrustLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Goldman & Associated Companies Employees Profit Sharing Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Goldman & Associated Companies Employees Profit Sharing Plan & Trust side-by-side with 3 peers →

Goldman & Associated Companies Employees Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Farmers Bank & Trust NA 401(k) Profit Sharing Plan and Trust in KS ($16M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Goldman & Associated Companies Employees Profit Sharing Plan & Trust assets move in 2023? ▼
Goldman & Associated Companies Employees Profit Sharing Plan & Trust edged up modestly - up 1.7% during 2023, from $16M to $16M. Reported net income was $262K.
How have Goldman Equipment L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldman Equipment L.L.C.'s sponsor-wide assets grew 4.6%, from $16M to $16M.
Which 401(k) plans are similar in size to Goldman & Associated Companies Employees Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Farmers Bank & Trust NA 401(k) Profit Sharing Plan and Trust in KS ($16M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Goldman & Associated Companies Employees Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K 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 720968256.

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.