Profit Sharing · DOL Form 5500 · 2023

Goal Partners Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$265,244
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Goal Partners Inc. Retirement Plan · Sponsored by Goal Partners Inc. · Kentucky · Administrative & Support Services

$1M in assets, 4 participants

Goal Partners Inc.'s Goal Partners Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,078 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Goal Partners Inc. Retirement Plan ranks #2,078 of 4,372 2023 filers by assets (2719% of the sector average)-$1M for 4 participants.

#2,078
in Administrative & Support Services (4,372 peers)
+24.9%
assets growth YoY

Goal Partners Inc. Retirement Plan among the smaller filed plans by assets

Goal Partners Inc. Retirement Plan vs every filed plan by assets

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

$1,060,977 24th percentile higher than 24% 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

Goal Partners Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goal Partners Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goal Partners Inc. Retirement Plan reported net income fell from $285K in the plan year 2022 filing to $212K in the plan year 2023 filing.
  • Goal Partners Inc. Retirement Plan end-of-year assets rose from $849K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Goal Partners Inc. Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810991144 · Goal Partners Inc. PY 2023 · Profit Sharing

Goal Partners Inc. Retirement Plan · $1M · 4 · 24th

  • VS-ST $1M
  • BOY 4
  • SCH 24th
  • EBSA Profit Sharing
  • PART near Oregon Land Mortgage Profit Sharing Plan
  • TYPE ind #2078

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 Administrative & Support Services retirement plans → · Plans in Kentucky →

Goal Partners Inc. Retirement Plan in the asset neighbourhood

Goal Partners Inc. Retirement PlanGoal Partners Inc. Retiremen…$1MOregon Land Mortgage Profit Sharing PlanOregon Land Mortgage Profit …$1MM. Perez Company, Inc. Profit Sharing PlanM. Perez Company, Inc. Profi…$1MKennedy Webster Co Fifth Restated Employees Profit Sharing PlanKennedy Webster Co Fifth Res…$1MFinancial Resources Management, Inc. Profit Sharing PlanFinancial Resources Manageme…$1M
End-of-year total assets ($M) among Goal Partners Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$849K
Net Assets (End of Year)$1M
Net Income$212K
Employer EIN810991144
Plan Effective Date2016-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Goal Partners Inc.)

Sponsor-wide plan assets over time

All Goal Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.408774230612565% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.85M $1.15M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 5 $849K
2023 1 4 $1M
2024 1 6 $1M

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Goal Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Goal Partners Inc. Retirement Plan, Total assets ($B): 0.001060977 · Participants: 4Goal Partners Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement Plan
Goal Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Goal Partners Inc. Retirement Plan side-by-side with 3 peers →

Goal Partners Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Oregon Land Mortgage Profit Sharing Plan in OR ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Goal Partners Inc. Retirement Plan assets move in 2023? ▼
Goal Partners Inc. Retirement Plan grew sharply - up 24.9% during 2023, from $849K to $1M. Reported net income was $212K.
How have Goal Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goal Partners Inc.'s sponsor-wide assets grew 35.4%, from $849K to $1M.
Where does Goal Partners Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Goal Partners Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Goal Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Oregon Land Mortgage Profit Sharing Plan in OR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Goal Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 810991144.

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.