401(k) · DOL Form 5500 · 2023
ONEGOAL 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 192
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $61,442
- Avg per participant Low balance/head
Official DOL plan name: Onegoal Retirement Trust · Sponsored by ONEGOAL · Illinois · Educational Services
$12M in assets, 192 participants
ONEGOAL's Onegoal Retirement Trust reported $12M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,687 in Educational Services (3,735 peers)
Coverage in Illinois
Onegoal Retirement Trust covers 192 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $12M.
- #1,687
- in Educational Services (3,735 peers)
- +35.5%
- assets growth YoY
Onegoal Retirement Trust's mid-pack asset rank among Educational Services and all filers
Onegoal Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,796,892 Top 38% higher than 62% 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
Onegoal Retirement 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. Onegoal Retirement Trust sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Onegoal Retirement Trust reported net income rose from $40K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Onegoal Retirement Trust end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Onegoal Retirement Trust reported participants rose from 156 in the plan year 2022 filing to 192 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 562369898 · ONEGOAL PY 2023 · 401(k)
Onegoal Retirement Trust · $12M · 192 · 62nd
- PCT $12M
- PCT 192
- PCT 62nd
- PCT 401(k)
- PCT near Surefox North America Corp. 401 (K) Plan
- PCT ind #1687
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 Illinois →
Onegoal Retirement Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 562369898 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ONEGOAL)
Sponsor-wide plan assets over time
All ONEGOAL plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 67.39668417809868% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 156 | $9M |
| 2023 | 1 | 192 | $12M |
| 2024 | 1 | 220 | $15M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Onegoal Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Surefox North America Corp. 401 (K) Plan in CA ($12M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Surefox North America Corp. 401 (K) Plan (CA) $12M · 768
- Franklin Corporation 401(k) Plan (MS) $12M · 694
- Cwie Holding Company, Inc. 401(k) Plan (AZ) $12M · 125
- American Junior Golf Association 401(k) Plan (GA) $12M · 51
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- T Enterprises 401(k) Plan (MS) 192 · 0 off
- Frontida Biopharm 401(k) Plan (PA) 192 · 0 off
- Ingardia Bros. Produce, Inc. Savings and Retirement Plan (CA) 192 · 0 off
- Ainsworth Game Technology Inc. Retirement Plan & Trust (NV) 192 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.