401(k) · DOL Form 5500 · 2024

Goal Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
235
Participants Below avg headcount
59th
Percentile by assets National rank
$48,843
Avg per participant Low balance/head
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Official DOL plan name: Goal & Subsidiaries 401(k) Plan · Sponsored by Goal Investment Group, Inc. · California · Finance & Insurance

$11M in assets, 235 participants

Goal Investment Group, Inc.'s Goal & Subsidiaries 401(k) Plan reported $11M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,639 in Finance & Insurance (8,549 peers)

Coverage in California

Goal & Subsidiaries 401(k) Plan covers 235 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $11M.

#3,639
in Finance & Insurance (8,549 peers)
+46.5%
assets growth YoY

Goal & Subsidiaries 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Goal & Subsidiaries 401(k) Plan vs every filed plan by assets

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

$11,478,117 Top 41% higher than 59% 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

Goal & Subsidiaries 401(k) Plan 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. Goal & Subsidiaries 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goal & Subsidiaries 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Goal & Subsidiaries 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Goal & Subsidiaries 401(k) Plan reported participants rose from 202 in the plan year 2023 filing to 235 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 851815415 · Goal Investment Group, Inc. PY 2024 · 401(k)

Goal & Subsidiaries 401(k) Plan · $11M · 235 · 59th

  • ASSETS $11M
  • PCT 235
  • EIN 59th
  • RANK 401(k)
  • PHOTO near Hdc Care Solutions LLC 401(k) Profit Sharing Plan & Trust
  • IND ind #3639

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 California →

Goal & Subsidiaries 401(k) Plan in the asset neighbourhood

Goal & Subsidiaries 401(k) PlanGoal & Subsidiaries 401(k) P…$11MHdc Care Solutions LLC 401(k) Profit Sharing Plan & TrustHdc Care Solutions LLC 401(k…$11MSpicer Rudstrom PLLC 401(k) PlanSpicer Rudstrom PLLC 401(k) …$11MGrismer Tire Company & Related Companies 401(k) Profit Sharing PlanGrismer Tire Company & Relat…$11MThe Spine Hospital of Louisiana 401(k) Retirement Savings PlanThe Spine Hospital of Louisi…$11M
End-of-year total assets ($M) among Goal & Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN851815415
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goal Investment Group, Inc.)

Sponsor-wide plan assets over time

All Goal Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 77.00231636582389% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.48M $11.5M ▲ +77.2%
Year Plans Participants Total Assets
2022 1 206 $6M
2023 1 202 $8M
2024 1 235 $11M

Nearby 401(k) Plans in California

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

Goal & Subsidiaries 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Goal & Subsidiaries 401(k) Plan, Total assets ($B): 0.011478117 · Participants: 235Goal & Subsidiaries 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Goal & Subsidiaries 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Goal & Subsidiaries 401(k) Plan side-by-side with 3 peers →

Goal & Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hdc Care Solutions LLC 401(k) Profit Sharing Plan & Trust in MA ($11M); by covered participants it is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Goal & Subsidiaries 401(k) Plan assets move in 2024? ▼
Goal & Subsidiaries 401(k) Plan surged - up 46.5% during 2024, from $8M to $11M. Reported net income was $4M.
How have Goal Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goal Investment Group, Inc.'s sponsor-wide assets grew 77.0%, from $6M to $11M.
Which 401(k) plans are similar in size to Goal & Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hdc Care Solutions LLC 401(k) Profit Sharing Plan & Trust in MA ($11M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Goal & Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants, $7M 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 851815415.

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.