401(k) · DOL Form 5500 · 2024

Joel Gotvald PA 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$535,059
Avg per participant High balance/head
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Official DOL plan name: Joel Gotvald PA 401(k) Profit Sharing Plan & Trust · Sponsored by Joel Gotvald PA · Texas · Healthcare & Social Assistance

$1M in assets, 2 participants

Joel Gotvald PA's Joel Gotvald PA 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 2 participants in its 2024 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.

  • #3,324 in Healthcare & Social Assistance (16,916 peers)

Joel Gotvald PA multi-year trail

Joel Gotvald PA's plans moved +119.1% in assets from 2022 to 2024; this filing shows Joel Gotvald PA 401(k) Profit Sharing Plan & Trust at $1M / 2 participants.

#3,324
in Healthcare & Social Assistance (16,916 peers)
+38.1%
assets growth YoY

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,070,118 24th percentile higher than 24% of 123,620 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 2024

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joel Gotvald PA 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joel Gotvald PA 401(k) Profit Sharing Plan & Trust reported participants fell from 5 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Joel Gotvald PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $775K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 272053137 · Joel Gotvald PA PY 2024 · 401(k)

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust · $1M · 2 · 24th

  • EIN $1M
  • RANK 2
  • PHOTO 24th
  • IND 401(k)
  • EOY near B & H Property Systems, Inc., Solo 401(k) Profit Sharing Plan
  • 5500 ind #3324

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Joel Gotvald PA 401(k) Profit Sharing Plan & TrustJoel Gotvald PA 401(k) Profi…$1MB & H Property Systems, Inc., Solo 401(k) Profit Sharing PlanB & H Property Systems, Inc.…$1MBender Communications, Inc. Retirement Savings PlanBender Communications, Inc. …$1MCapriati Construction Corporation Retirement Savings PlanCapriati Construction Corpor…$1MTitan Aquatic, Inc. 401(k) PlanTitan Aquatic, Inc. 401(k) P…$1M
End-of-year total assets ($M) among Joel Gotvald PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joel Gotvald PA multi-year asset trail

Sponsor-wide plan assets over time

All Joel Gotvald PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 119.10418790923944% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.49M $1.07M ▲ +118.4%
Year Plans Participants Total Assets
2022 1 4 $488K
2023 1 5 $775K
2024 1 2 $1M

Joel Gotvald PA filing trail (2024)

Total Assets (Beginning of Year)$775K
Net Assets (End of Year)$1M
Net Income$295K
Employer EIN272053137
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Joel Gotvald PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001070118 · Participants: 2Joel Gotvald PA 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Joel Gotvald PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Joel Gotvald PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Joel Gotvald PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is B & H Property Systems, Inc., Solo 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joel Gotvald PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Joel Gotvald PA 401(k) Profit Sharing Plan & Trust surged - up 38.1% during 2024, from $775K to $1M. Reported net income was $295K.
How have Joel Gotvald PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel Gotvald PA's sponsor-wide assets grew 119.1%, from $488K to $1M.
Where does Joel Gotvald PA 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Joel Gotvald PA 401(k) Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Joel Gotvald PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is B & H Property Systems, Inc., Solo 401(k) Profit Sharing Plan in CA ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Joel Gotvald PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272053137.

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.