401(k) · DOL Form 5500 · 2024

Goodstone & Company Inc. 401(k) Plan

Data updated 2026-08-25

$417K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$416,798
Avg per participant High balance/head
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Official DOL plan name: Goodstone & Company 401(k) Trust · Sponsored by Goodstone & Company Inc. · Connecticut · Finance & Insurance

$417K in assets, 1 participants

Goodstone & Company Inc.'s Goodstone & Company 401(k) Trust reported $417K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

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

Goodstone & Company Inc. multi-year trail

Goodstone & Company Inc.'s plans moved +127.8% in assets from 2022 to 2024; this filing shows Goodstone & Company 401(k) Trust at $417K / 1 participant.

#719
in Finance & Insurance (8,549 peers)
-19.1%
assets change YoY

The plan reported a net loss of $98K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goodstone & Company 401(k) Trust among the smaller filed plans by assets

Goodstone & Company 401(k) Trust vs every filed plan by assets

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

$416,798 16th percentile higher than 16% 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

Goodstone & Company 401(k) 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. Goodstone & Company 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goodstone & Company 401(k) Trust reported net income fell from $332K in the plan year 2023 filing to -$98K in the plan year 2024 filing.
  • Goodstone & Company 401(k) Trust end-of-year assets fell from $515K in the plan year 2023 filing to $417K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 883869694 · Goodstone & Company Inc. PY 2024 · 401(k)

Goodstone & Company 401(k) Trust · $417K · 1 · 16th

  • PART $417K
  • PART 1
  • PART 16th
  • PART 401(k)
  • PART near S&w Electric Co, Inc. 401(k) Plan
  • PART ind #719

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 Connecticut →

Goodstone & Company 401(k) Trust in the asset neighbourhood

Goodstone & Company 401(k) TrustGoodstone & Company 401(k) T…$417KS&w Electric Co, Inc. 401(k) PlanS&w Electric Co, Inc. 401(k)…$417KJack Michael Weber, D.M.D, P.C. 401(k) PlanJack Michael Weber, D.M.D, P…$417KOn-Line Stampco Inc. 401(k) PlanOn-Line Stampco Inc. 401(k) …$417KFuentes Restaurant Management 401(k) Profit Sharing Plan & TrustFuentes Restaurant Managemen…$417K
End-of-year total assets ($M) among Goodstone & Company 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Goodstone & Company Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Goodstone & Company Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$417K 127.78958874163138% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.18M $0.42M ▲ +133.3%
Year Plans Participants Total Assets
2022 1 N/A $183K
2023 1 1 $515K
2024 1 1 $417K

Goodstone & Company Inc. filing trail (2024)

Total Assets (Beginning of Year)$515K
Net Assets (End of Year)$417K
Net Income-$98K
Employer EIN883869694
Plan Effective Date2022-08-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Goodstone & Company 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Goodstone & Company 401(k) Trust, Total assets ($B): 0.000416798 · Participants: 1Goodstone & Company 401(k) TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Goodstone & Company 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Goodstone & Company 401(k) Trust side-by-side with 3 peers →

Goodstone & Company 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is S&w Electric Co, Inc. 401(k) Plan in AL ($417K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Goodstone & Company 401(k) Trust assets move in 2024? ▼
Goodstone & Company 401(k) Trust declined sharply - down 19.1% during 2024, from $515K to $417K. Reported net income was -$98K.
How have Goodstone & Company Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodstone & Company Inc.'s sponsor-wide assets grew 127.8%, from $183K to $417K.
Where does Goodstone & Company 401(k) Trust rank by assets among Form 5500 filers? ▼
Goodstone & Company 401(k) Trust ranks in the 16th 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 Goodstone & Company 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is S&w Electric Co, Inc. 401(k) Plan in AL ($417K, 23 participants).
Which 401(k) plans cover a similar participant headcount to Goodstone & Company 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 883869694.

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.