401(k) · DOL Form 5500 · 2023
Goulston & Storrs PC 401(k) Plan
Data updated 2026-08-25
- $371M
- Total assets Above avg plan size
- 347
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Goulston & Storrs 401(k) Profit Sharing Plan and Trust · Sponsored by Goulston & Storrs PC · Massachusetts · Professional & Technical Services
$371M in assets, 347 participants
Goulston & Storrs PC's Goulston & Storrs 401(k) Profit Sharing Plan and Trust reported $371M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #19,845 in Professional & Technical Services (20,321 peers)
Where Goulston & Storrs 401(k) Profit Sharing Plan and Trust sits by assets
Goulston & Storrs 401(k) Profit Sharing Plan and Trust sits in the top 5% of all filed plans by assets, $371M for 347 participants (~$1.1M/participant), up 21.3% in 2023.
- #19,845
- in Professional & Technical Services (20,321 peers)
- +21.3%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Goulston & Storrs 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Goulston & Storrs 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$371,115,575 Top 3% higher than 97% 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
Goulston & Storrs 401(k) Profit Sharing Plan and 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. Goulston & Storrs 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (347 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goulston & Storrs 401(k) Profit Sharing Plan and Trust reported net income rose from -$10M in the plan year 2022 filing to $65M in the plan year 2023 filing.
- Goulston & Storrs 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $306M in the plan year 2022 filing to $371M in the plan year 2023 filing.
- Goulston & Storrs 401(k) Profit Sharing Plan and Trust reported participants rose from 337 in the plan year 2022 filing to 347 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042738098 · Goulston & Storrs PC PY 2023 · 401(k)
Goulston & Storrs 401(k) Profit Sharing Plan and Trust · $371M · 347 · 97th
- 5500 $371M
- 5500 347
- 5500 97th
- 5500 401(k)
- 5500 near Russell Reynolds Associates Retirement Savings Plan
- 5500 ind #19845
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Goulston & Storrs 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $306M |
|---|---|
| Net Assets (End of Year) | $371M |
| Net Income | $65M |
| Employer EIN | 042738098 |
| Plan Effective Date | 1981-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goulston & Storrs PC)
Sponsor-wide plan assets over time
All Goulston & Storrs PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $480M 20.464956159452495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 583 | $398M |
| 2023 | 3 | 606 | $464M |
| 2024 | 3 | 572 | $480M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Goulston & Storrs 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Russell Reynolds Associates Retirement Savings Plan in NY ($371M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($371M here).
- Russell Reynolds Associates Retirement Savings Plan (NY) $371M · 875
- Womble Bond Dickinson (US) LLP Savings and Self Employed Retirement Plan a (NC) $371M · 693
- Solaris 401(k) Plan (FL) $371M · 2,145
- Brookshire's Employee Stock Ownership and 401(k) Plan (TX) $371M · 9,908
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Rug Doctor, LLC 401(k) Retirement Plan (TX) 347 · 0 off
- Waukesha Gas Engines 401(k) Plan (WI) 347 · 0 off
- Operation Par 401(k) Savings Plan (FL) 347 · 0 off
- Maxhealth 401(k) Plan (FL) 347 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.