401(k) · DOL Form 5500 · 2024

Goodman Financial Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
32nd
Percentile by assets National rank
$114,713
Avg per participant Below avg balance/head
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Official DOL plan name: Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Goodman Financial Corporation · Texas · Finance & Insurance

$3M in assets, 23 participants

Goodman Financial Corporation's Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,797 in Finance & Insurance (8,549 peers)

Goodman Financial Corporation multi-year trail

Goodman Financial Corporation's plans moved +105.5% in assets from 2022 to 2024; this filing shows Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust at $3M / 23 participants.

#1,797
in Finance & Insurance (8,549 peers)
+40.4%
assets growth YoY

Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,638,396 32nd percentile higher than 32% 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

Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust reported participants rose from 18 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from $595K in the plan year 2023 filing to $759K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760266967 · Goodman Financial Corporation PY 2024 · 401(k)

Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust · $3M · 23 · 32nd

  • BOY $3M
  • BOY 23
  • BOY 32nd
  • BOY 401(k)
  • BOY near Gitterman Wealth Management, LLC 401(k) Plan
  • BOY ind #1797

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 Finance & Insurance retirement plans → · Plans in Texas →

Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Goodman Financial Corporation 401(k) Profit Sharing Plan and TrustGoodman Financial Corporatio…$3MGitterman Wealth Management, LLC 401(k) PlanGitterman Wealth Management,…$3MEquus Workforce Solutions Retirement Savings Plan for Puerto Rico EmployeesEquus Workforce Solutions Re…$3MMac Discount, LLC 401(k) Plan$3MBellwether Coffee Retirement PlanBellwether Coffee Retirement…$3M
End-of-year total assets ($M) among Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Goodman Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Goodman Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 105.4793539041448% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.28M $2.64M ▲ +106.3%
Year Plans Participants Total Assets
2022 1 19 $1M
2023 1 18 $2M
2024 1 23 $3M

Goodman Financial Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$759K
Employer EIN760266967
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002638396 · Participants: 23Goodman Financial Corporation 401(k) Profit Sharing Plan and 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
Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gitterman Wealth Management, LLC 401(k) Plan in NJ ($3M); by covered participants it is Volunteer Distributing, Inc. 401(k) Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust surged - up 40.4% during 2024, from $2M to $3M. Reported net income was $759K.
How have Goodman Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodman Financial Corporation's sponsor-wide assets grew 105.5%, from $1M to $3M.
Which 401(k) plans are similar in size to Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gitterman Wealth Management, LLC 401(k) Plan in NJ ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Goodman Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Volunteer Distributing, Inc. 401(k) Profit Sharing Plan in TN (23 participants, $3M 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 760266967.

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.