401(k) · DOL Form 5500 · 2024
ONEGOAL 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 220
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $66,256
- Avg per participant Below avg balance/head
Official DOL plan name: Onegoal Retirement Trust · Sponsored by ONEGOAL · Illinois · Educational Services
$15M in assets, 220 participants
ONEGOAL's Onegoal Retirement Trust reported $15M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #1,696 in Educational Services (3,638 peers)
Coverage in Illinois
Onegoal Retirement Trust covers 220 participants in Illinois, about 28% of the average Illinois filer (state average ~779 per filing). Assets: $15M.
- #1,696
- in Educational Services (3,638 peers)
- +23.6%
- 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 2024 · DOL Form 5500
$14,576,309 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Onegoal Retirement Trust among mid-size filed plans by headcount
Plan-year 2024 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 (220 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Onegoal Retirement Trust end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Onegoal Retirement Trust reported participants rose from 192 in the plan year 2023 filing to 220 in the plan year 2024 filing.
- Onegoal Retirement Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 562369898 · ONEGOAL PY 2024 · 401(k)
Onegoal Retirement Trust · $15M · 220 · 64th
- 5500 $15M
- ASSETS 220
- PCT 64th
- EIN 401(k)
- RANK near Forest Health Services, LLC Retirement Savings Plan
- PHOTO ind #1696
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) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| 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 and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Onegoal Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Forest Health Services, LLC Retirement Savings Plan in MI ($15M); by covered participants it is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Forest Health Services, LLC Retirement Savings Plan (MI) $15M · 132
- Rotorcraft Leasing 401(k) Plan (LA) $15M · 218
- Aunalytics 401(k) Retirement Savings Plan (IN) $15M · 225
- Aeroflow Healthcare, Inc. 401(k) Plan (NC) $15M · 742
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- Palomar Holdings, Inc. 401(k) Plan (CA) 220 · 0 off
- Stodge Inc 401(k) Plan (AZ) 220 · 0 off
- Abnb Federal Credit Union 401(k) Plan & Trust (VA) 220 · 0 off
- Deangelis Diamond Construction, LLC 401(k) Profit Sharing Plan & Trust (FL) 220 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.