401(k) · DOL Form 5500 · 2024

Goal Investment Group, Inc. 401(k) Plan

Data updated 2026-08-11

$11M
Total assets
235
Participants
59th
Percentile by assets
$48,843
Avg per participant
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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.

  • 59th percentile by assets (of 123,622 plans)
  • #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.

$11M
total plan assets (2024 EOY)
235
covered participants
59th
percentile by assets (of 123,622 plans)
$48,843
avg assets per participant

Where Goal & Subsidiaries 401(k) Plan sits by total assets

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 $2,010,000,000 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

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 →

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Goal & Subsidiaries 401(k) Plan reports 235 participants - about 37% of that state average ($11M EOY assets).

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.)

$4M$6M$8M$10M$12M 202220232024 $6.48M $11.5M ▲ +77.2%
Total plan assets by year, all Goal Investment Group, Inc. plans on file
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 ($B) Participants Goal & Subsidiaries …, Total assets ($B): 0.011478117 · Participants: 235Goal & Subsidiaries …Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Goal & Subsidiaries 401(k) Plan by total assets, not by location.

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).

Next read for Goal & Subsidiaries 401(k) Plan

Filing takeaways

Ways to act on Goal & Subsidiaries 401(k) Plan's numbers.

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.