401(k) · DOL Form 5500 · 2023

Goulston & Storrs PC 401(k) Plan

Data updated 2026-08-11

$371M
Total assets: 347
Participants: 97th
Percentile by assets: $1.1M
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$371M
total plan assets (2023 EOY): 347
covered participants: 97th
percentile by assets (of 127,072 plans): $1.1M
avg assets per participant

Where Goulston & Storrs 401(k) Profit Sharing Plan and Trust sits 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 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.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Professional & Technical Services

Goulston & Storrs 401(k) Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Goulston & Storrs 401(k) Profit Sharing Plan and Trust outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Goulston & Storrs PC plans on file

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.

Goulston & Storrs 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Compare Goulston & Storrs 401(k) Profit Sharing … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Goulston & Storrs 401(k) Profit Sharing Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Goulston & Storrs 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼

Goulston & Storrs 401(k) Profit Sharing Plan and Trust grew sharply - up 21.3% during 2023, from $306M to $371M. Reported net income was $65M.

How have Goulston & Storrs PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Goulston & Storrs PC's sponsor-wide assets grew 20.5%, from $398M to $480M.

Where does Goulston & Storrs 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Goulston & Storrs 401(k) Profit Sharing Plan and Trust ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Goulston & Storrs 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Russell Reynolds Associates Retirement Savings Plan in NY ($371M, 875 participants).

Next read for Goulston & Storrs 401(k) Profit Sharing …

Scale reading

Ways to act on Goulston & Storrs 401(k) Profit Sharing Plan and Trust's numbers.

By total assets, Goulston & Storrs 401(k) Profit Sharing Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Goulston & Storrs PC's sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 042738098.