401(k) · DOL Form 5500 · 2024

Stephen Gould Corporation 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
495
Participants Below avg headcount
88th
Percentile by assets National rank
$150,466
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stephen Gould Corporation Retirement Plan · Sponsored by Stephen Gould Corporation · New Jersey · Wholesale Trade

$74M in assets, 495 participants

Stephen Gould Corporation's Stephen Gould Corporation Retirement Plan reported $74M in total assets and 495 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #5,454 in Wholesale Trade (6,080 peers)

Where Stephen Gould Corporation Retirement Plan sits by assets

Stephen Gould Corporation Retirement Plan sits in the top quartile of all filed plans by assets, $74M for 495 participants (~$150,466/participant), up 12.4% in 2024.

#5,454
in Wholesale Trade (6,080 peers)
+12.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Stephen Gould Corporation Retirement Plan's outsized position by total assets

Stephen Gould Corporation Retirement Plan vs every filed plan by assets

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

$74,480,582 Top 12% higher than 88% 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

Stephen Gould Corporation Retirement 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. Stephen Gould Corporation Retirement Plan sits mid-pack in the medium band (495 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephen Gould Corporation Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Stephen Gould Corporation Retirement Plan end-of-year assets rose from $66M in the plan year 2023 filing to $74M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 221550787 · Stephen Gould Corporation PY 2024 · 401(k)

Stephen Gould Corporation Retirement Plan · $74M · 495 · 88th

  • VS-ST $74M
  • BOY 495
  • SCH 88th
  • EBSA 401(k)
  • PART near Jrs USA 401(k) Plan
  • TYPE ind #5454

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Stephen Gould Corporation Retirement Plan in the asset neighbourhood

J.D. Heiskell Holdings, LLC 401(k) PlanJ.D. Heiskell Holdings, LLC …$74MStephen Gould Corporation Retirement PlanStephen Gould Corporation Re…$74MJrs USA 401(k) Plan$74MDierbergs Markets, Inc. 401(k) PlanDierbergs Markets, Inc. 401(…$74MD & B Engineers and Architects, D.P.C. Employees Savings and Retirement PlanD & B Engineers and Architec…$74M
End-of-year total assets ($M) among Stephen Gould Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$74M
Net Income$8M
Employer EIN221550787
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephen Gould Corporation)

Sponsor-wide plan assets over time

All Stephen Gould Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$74M 39.16982893437348% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.5M $74.5M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 451 $54M
2023 1 495 $66M
2024 1 495 $74M

Nearby 401(k) Plans in New Jersey

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

Stephen Gould Corporation Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Stephen Gould Corporation Retirement Plan, Total assets ($B): 0.074480582 · Participants: 495Stephen Gould Corporation Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Stephen Gould Corporation Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Stephen Gould Corporation Retirement Plan side-by-side with 3 peers →

Stephen Gould Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Jrs USA 401(k) Plan in MI ($74M); by covered participants it is The Ardan Community of Companies 401(k) and Profit Sharing Plan in FL (495 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (495 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 Stephen Gould Corporation Retirement Plan assets move in 2024? ▼
Stephen Gould Corporation Retirement Plan grew at a solid clip - up 12.4% during 2024, from $66M to $74M. Reported net income was $8M.
How have Stephen Gould Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen Gould Corporation's sponsor-wide assets grew 39.2%, from $54M to $74M.
Where does Stephen Gould Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
Stephen Gould Corporation Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stephen Gould Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jrs USA 401(k) Plan in MI ($74M, 746 participants).
Which 401(k) plans cover a similar participant headcount to Stephen Gould Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Ardan Community of Companies 401(k) and Profit Sharing Plan in FL (495 participants, $44M 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 221550787.

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.