401(k) · DOL Form 5500 · 2024
Goller & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $3K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $2,765
- Avg per participant Low balance/head
Official DOL plan name: Goller Group Retirement Plan · Sponsored by Goller & Associates, Inc. · Washington · Finance & Insurance
$3K in assets, 1 participants
Goller & Associates, Inc.'s Goller Group Retirement Plan reported $3K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #43 in Finance & Insurance (8,549 peers)
Goller & Associates, Inc. multi-year trail
Goller & Associates, Inc.'s plans moved -88.1% in assets from 2022 to 2024; this filing shows Goller Group Retirement Plan at $3K / 1 participant.
- #43
- in Finance & Insurance (8,549 peers)
- -74.3%
- assets change YoY
The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Goller Group Retirement Plan among the smaller filed plans by assets
Goller Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,765 1st percentile higher than 1% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Goller Group Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goller Group Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goller Group Retirement Plan end-of-year assets fell from $11K in the plan year 2023 filing to $3K in the plan year 2024 filing.
- Goller Group Retirement Plan reported net income rose from -$12K in the plan year 2023 filing to -$8K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 854065909 · Goller & Associates, Inc. PY 2024 · 401(k)
Goller Group Retirement Plan · $3K · 1 · 1st
- TYPE $3K
- TYPE 1
- TYPE 1st
- TYPE 401(k)
- TYPE near Klapsmuhle Incorporated 401(k) Profit Sharing Plan
- TYPE ind #43
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 Washington →
Goller Group Retirement Plan in the asset neighbourhood
Goller & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Goller & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3K 88.10906119640477% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $23K |
| 2023 | 1 | 1 | $11K |
| 2024 | 1 | 1 | $3K |
Goller & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11K |
|---|---|
| Net Assets (End of Year) | $3K |
| Net Income | -$8K |
| Employer EIN | 854065909 |
| Plan Effective Date | 2020-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Goller Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Klapsmuhle Incorporated 401(k) Profit Sharing Plan in MI ($3K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3K here).
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.