Profit Sharing · DOL Form 5500 · 2023
Greater Educational Opportunities Foundation Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 495
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $14,098
- Avg per participant Low balance/head
Official DOL plan name: Geo Foundation 403(b) Plan · Sponsored by Greater Educational Opportunities Foundation · Indiana · Educational Services
$7M in assets, 495 participants
Greater Educational Opportunities Foundation's Geo Foundation 403(b) Plan reported $7M in total assets and 495 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #1,309 in Educational Services (3,735 peers)
Greater Educational Opportunities Foundation multi-year trail
Greater Educational Opportunities Foundation's plans moved +53.4% in assets from 2022 to 2024; this filing shows Geo Foundation 403(b) Plan at $7M / 495 participants.
- #1,309
- in Educational Services (3,735 peers)
- +29.2%
- assets growth YoY
Geo Foundation 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Geo Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,978,516 Top 49% higher than 51% 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
Geo Foundation 403(b) 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. Geo Foundation 403(b) Plan sits mid-pack in the medium band (495 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Geo Foundation 403(b) Plan reported net income rose from -$312K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Geo Foundation 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Geo Foundation 403(b) Plan reported participants fell from 501 in the plan year 2022 filing to 495 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 954406881 · Greater Educational Opportunities Foundation PY 2023 · Profit Sharing
Geo Foundation 403(b) Plan · $7M · 495 · 51st
- IND $7M
- IND 495
- IND 51st
- IND Profit Sharing
- IND near Smith Pump Company, Inc. 401(k) Plan
- IND ind #1309
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 Educational Services retirement plans → · Plans in Indiana →
Geo Foundation 403(b) Plan in the asset neighbourhood
Greater Educational Opportunities Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Greater Educational Opportunities Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 53.42740012994268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $5M |
| 2023 | 1 | 495 | $7M |
| 2024 | 1 | 518 | $8M |
Greater Educational Opportunities Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 954406881 |
| Plan Effective Date | 2006-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.4B · 9,969
- Indiana State Council of Plasterers & Cement Mason Pension Fund $321M · 1,127
- I.B.E.W. Local Union 481 Defined Contribution Plan $268M · 2,820
- Cfni Retirement Plan $206M · 6,110
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan $177M · 1,818
Geo Foundation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Smith Pump Company, Inc. 401(k) Plan in TX ($7M); by covered participants it is Pension Plan for Direct Labor Employees in NY (495 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (495 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.