Goettle Employee Stock Ownership Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Goettle Holding Company, Inc. · Ohio · Construction
What the 2023 filing shows
Goettle Employee Stock Ownership Plan holds $43M for 188 participants — about $231,285 per participant, up 15.8% over the 2022 plan year.
- $43M
- total plan assets (2022 EOY)
- 188
- covered participants
- $231,285
- avg assets per participant
- +15.8%
- assets growth YoY
What the Filing Says About Goettle Employee Stock Ownership Plan
Goettle Employee Stock Ownership Plan is a Other retirement plan sponsored by Goettle Holding Company, Inc., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $43M in total end-of-year assets and covers 188 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 310589745, and the plan has been effective since 1981-12-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $38M at the beginning of 2022 to $43M at year-end — a gain of 15.8%. Net assets (after liabilities) closed the year at $37M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $38M |
| Total Assets (End of Year) | $43M |
| Net Assets (End of Year) | $37M |
| Net Income | $7M |
| Plan Type | Other |
| Employer EIN | 310589745 |
| Plan Effective Date | 1981-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goettle Holding Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 368 | $57M |
| 2023 | 2 | 457 | $67M |
Nearby Other Plans in Ohio
Peer Other plans — same state, same plan type — ranked by total assets.
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
- Laborers District Council & Contractors Pension Fund of Ohio $2.7B · 14,152
- The Goodyear Tire & Rubber Company 1950 Pension Plan $2.3B · 2,309
- Macys Inc Cash Account Pension Plan $2.0B · 18,751
- Iron Workers District Council of So Oh & Vicinity Pension Trust $1.0B · 2,992
Related Data
Guides
Frequently Asked Questions
How much money is in the Goettle Employee Stock Ownership Plan? ▼
What type of plan is Goettle Employee Stock Ownership Plan? ▼
Who sponsors the Goettle Employee Stock Ownership Plan? ▼
How did Goettle Employee Stock Ownership Plan perform in 2022? ▼
Where can I find official filings for Goettle Employee Stock Ownership Plan? ▼
How does Goettle Employee Stock Ownership Plan compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 310589745.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.