401(k) · DOL Form 5500 · 2024

Goetz & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
44
Participants Small participant base
65th
Percentile by assets National rank
$357,951
Avg per participant High balance/head
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Official DOL plan name: Goetz & Sons, Inc. Profit Sharing and 401(k) Plan · Sponsored by Goetz & Sons, Inc. · Texas · Agriculture, Forestry & Fishing

$16M in assets, 44 participants

Goetz & Sons, Inc.'s Goetz & Sons, Inc. Profit Sharing and 401(k) Plan reported $16M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #879 in Agriculture, Forestry & Fishing (1,217 peers)

Goetz & Sons, Inc. multi-year trail

Goetz & Sons, Inc.'s plans moved +67.9% in assets from 2022 to 2024; this filing shows Goetz & Sons, Inc. Profit Sharing and 401(k) Plan at $16M / 44 participants.

#879
in Agriculture, Forestry & Fishing (1,217 peers)
+21.6%
assets growth YoY

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$15,749,838 Top 35% higher than 65% 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

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goetz & Sons, Inc. Profit Sharing and 401(k) Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goetz & Sons, Inc. Profit Sharing and 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Goetz & Sons, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Goetz & Sons, Inc. Profit Sharing and 401(k) Plan reported participants rose from 41 in the plan year 2023 filing to 44 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752217772 · Goetz & Sons, Inc. PY 2024 · 401(k)

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan · $16M · 44 · 65th

  • BOOK $16M
  • BOOK 44
  • BOOK 65th
  • BOOK 401(k)
  • BOOK near Sioux Falls Ford, Inc. 401(k) Plan
  • BOOK ind #879

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Goetz & Sons, Inc. Profit Sharing and 401(k) PlanGoetz & Sons, Inc. Profit Sh…$16MSioux Falls Ford, Inc. 401(k) PlanSioux Falls Ford, Inc. 401(k…$16MSnap Mobile Inc. Retirement TrustSnap Mobile Inc. Retirement …$16MBoom Technology 401(k) Plan$16MIngerman Group 401(k) Plan$16M
End-of-year total assets ($M) among Goetz & Sons, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Goetz & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Goetz & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 67.9131064723972% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.38M $15.8M ▲ +67.9%
Year Plans Participants Total Assets
2022 1 40 $9M
2023 1 41 $13M
2024 1 44 $16M

Goetz & Sons, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN752217772
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Goetz & Sons, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.015749838 · Participants: 44Goetz & Sons, Inc. Profit Sharing and 401(k) PlanAT&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
Goetz & Sons, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Goetz & Sons, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Goetz & Sons, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sioux Falls Ford, Inc. 401(k) Plan in SD ($16M); by covered participants it is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

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 Goetz & Sons, Inc. Profit Sharing and 401(k) Plan assets move in 2024? ▼
Goetz & Sons, Inc. Profit Sharing and 401(k) Plan grew sharply - up 21.6% during 2024, from $13M to $16M. Reported net income was $3M.
How have Goetz & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goetz & Sons, Inc.'s sponsor-wide assets grew 67.9%, from $9M to $16M.
Which 401(k) plans are similar in size to Goetz & Sons, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sioux Falls Ford, Inc. 401(k) Plan in SD ($16M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Goetz & Sons, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN (44 participants, $1M 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 752217772.

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.