401(k) · DOL Form 5500 · 2023

1661, Inc. Dba Goat 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
1,132
Participants Near avg headcount
77th
Percentile by assets National rank
$22,417
Avg per participant Low balance/head
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Official DOL plan name: Goat 401(k) Plan · Sponsored by 1661, Inc. Dba Goat · California · Retail Trade

$25M in assets, 1,132 participants

1661, Inc. Dba Goat's Goat 401(k) Plan reported $25M in total assets and 1,132 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,209 in Retail Trade (8,414 peers)

Where Goat 401(k) Plan sits by assets

Goat 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 1,132 participants (~$22,417/participant), up 77.4% in 2023.

#7,209
in Retail Trade (8,414 peers)
+77.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Goat 401(k) Plan's outsized position by total assets

Goat 401(k) Plan vs every filed plan by assets

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

$25,375,939 Top 23% higher than 77% 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

Goat 401(k) 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. Goat 401(k) Plan lands in the large band (1,132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goat 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Goat 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Goat 401(k) Plan reported participants rose from 883 in the plan year 2022 filing to 1,132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271171406 · 1661, Inc. Dba Goat PY 2023 · 401(k)

Goat 401(k) Plan · $25M · 1,132 · 77th

  • ASSETS $25M
  • PCT 1,132
  • EIN 77th
  • RANK 401(k)
  • PHOTO near First Financial Credit Union 401(k) Plan and Trust
  • IND ind #7209

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 →

Goat 401(k) Plan in the asset neighbourhood

Goat 401(k) Plan$25MFirst Financial Credit Union 401(k) Plan and TrustFirst Financial Credit Union…$25MCleveland Mack Sales, Inc. 401(k) PlanCleveland Mack Sales, Inc. 4…$25MNourison Industries, Inc. 401(k) Profit Sharing PlanNourison Industries, Inc. 40…$25MSignature Health, Inc. 401(k) PlanSignature Health, Inc. 401(k…$25M
End-of-year total assets ($M) among Goat 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$25M
Net Income$11M
Employer EIN271171406
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (1661, Inc. Dba Goat)

Sponsor-wide plan assets over time

All 1661, Inc. Dba Goat plans reported in each filing year

Latest sponsor-wide plan assets
$35M 143.5180548285643% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $14.3M $34.8M ▲ +143.5%
Year Plans Participants Total Assets
2022 1 883 $14M
2023 1 1,132 $25M
2024 1 998 $35M

Nearby 401(k) Plans in California

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

Goat 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Goat 401(k) Plan, Total assets ($B): 0.025375939 · Participants: 1132Goat 401(k) 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
Goat 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Goat 401(k) Plan side-by-side with 3 peers →

Goat 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Financial Credit Union 401(k) Plan and Trust in NM ($25M); by covered participants it is Deborah Heart and Lung Center 401(k) Plan in NJ (1,132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,132 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 Goat 401(k) Plan assets move in 2023? ▼
Goat 401(k) Plan surged - up 77.4% during 2023, from $14M to $25M. Reported net income was $11M.
How have 1661, Inc. Dba Goat plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 1661, Inc. Dba Goat's sponsor-wide assets grew 143.5%, from $14M to $35M.
Where does Goat 401(k) Plan rank by assets among Form 5500 filers? ▼
Goat 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Goat 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Financial Credit Union 401(k) Plan and Trust in NM ($25M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Goat 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Deborah Heart and Lung Center 401(k) Plan in NJ (1,132 participants, $126M 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 271171406.

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.