401(k) · DOL Form 5500 · 2024

Goelzer Investment Management, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
36
Participants Small participant base
60th
Percentile by assets National rank
$333,002
Avg per participant High balance/head
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Official DOL plan name: Goelzer Investment Management, Inc. 401(k) Plan · Sponsored by Goelzer Investment Management, Inc. · Indiana · Finance & Insurance

$12M in assets, 36 participants

Goelzer Investment Management, Inc.'s Goelzer Investment Management, Inc. 401(k) Plan reported $12M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,728 in Finance & Insurance (8,549 peers)

Goelzer Investment Management, Inc. multi-year trail

Goelzer Investment Management, Inc.'s plans moved +46.1% in assets from 2022 to 2024; this filing shows Goelzer Investment Management, Inc. 401(k) Plan at $12M / 36 participants.

#3,728
in Finance & Insurance (8,549 peers)
+21.8%
assets growth YoY

Goelzer Investment Management, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Goelzer Investment Management, Inc. 401(k) Plan vs every filed plan by assets

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

$11,988,083 Top 40% higher than 60% 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

Goelzer Investment Management, Inc. 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. Goelzer Investment Management, Inc. 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goelzer Investment Management, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Goelzer Investment Management, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Goelzer Investment Management, Inc. 401(k) Plan reported participants fell from 37 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 352030275 · Goelzer Investment Management, Inc. PY 2024 · 401(k)

Goelzer Investment Management, Inc. 401(k) Plan · $12M · 36 · 60th

  • IND $12M
  • EOY 36
  • 5500 60th
  • ASSETS 401(k)
  • PCT near Esimplicity 401(k) Plan
  • EIN ind #3728

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 Indiana →

Goelzer Investment Management, Inc. 401(k) Plan in the asset neighbourhood

Goelzer Investment Management, Inc. 401(k) PlanGoelzer Investment Managemen…$12MEsimplicity 401(k) Plan$12MEagle Distributing Company 401(k) Profit Sharing PlanEagle Distributing Company 4…$12MFleenor Company, Inc. 401(k) PlanFleenor Company, Inc. 401(k)…$12MMorito Scovill Americas, LLC 401(k) PlanMorito Scovill Americas, LLC…$12M
End-of-year total assets ($M) among Goelzer Investment Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Goelzer Investment Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Goelzer Investment Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 46.08166046700842% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.1M $17.6M ▲ +46.1%
Year Plans Participants Total Assets
2022 2 62 $12M
2023 2 70 $15M
2024 2 71 $18M

Goelzer Investment Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN352030275
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Goelzer Investment Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Goelzer Investment Management, Inc. 401(k) Plan, Total assets ($B): 0.011988083 · Participants: 36Goelzer Investment Management, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Goelzer Investment Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Goelzer Investment Management, Inc. 401(k) Plan side-by-side with 3 peers →

Goelzer Investment Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Esimplicity 401(k) Plan in MD ($12M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Goelzer Investment Management, Inc. 401(k) Plan assets move in 2024? ▼
Goelzer Investment Management, Inc. 401(k) Plan grew sharply - up 21.8% during 2024, from $10M to $12M. Reported net income was $2M.
How have Goelzer Investment Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goelzer Investment Management, Inc.'s sponsor-wide assets grew 46.1%, from $12M to $18M.
Which 401(k) plans are similar in size to Goelzer Investment Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esimplicity 401(k) Plan in MD ($12M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Goelzer Investment Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M 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 352030275.

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.