401(k) · DOL Form 5500 · 2024
Goulston & Storrs PC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $212,358
- Avg per participant Above avg balance/head
Official DOL plan name: Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust · Sponsored by Goulston & Storrs PC · Massachusetts · Professional & Technical Services
$22M in assets, 104 participants
Goulston & Storrs PC's Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust reported $22M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,453 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust covers 104 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $22M.
- #14,453
- in Professional & Technical Services (20,173 peers)
- +6.4%
- assets growth YoY
Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,085,236 Top 28% higher than 72% 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
Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust 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. Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust reported participants fell from 112 in the plan year 2023 filing to 104 in the plan year 2024 filing.
- Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042738098 · Goulston & Storrs PC PY 2024 · 401(k)
Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust · $22M · 104 · 72nd
- IND $22M
- IND 104
- IND 72nd
- IND 401(k)
- IND near Port Consolidated 401(k) Salary Reduction Plan and Trust
- IND ind #14453
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 042738098 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goulston & Storrs PC)
Sponsor-wide plan assets over time
All Goulston & Storrs PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $480M 20.464956159452495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 583 | $398M |
| 2023 | 3 | 606 | $464M |
| 2024 | 3 | 572 | $480M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Goulston & Storrs Associates' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Port Consolidated 401(k) Salary Reduction Plan and Trust in FL ($22M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Ahold Ecommerce Sales Company 401(k) Plan (NJ) 104 · 0 off
- Mossberg & Company, Inc. Employees' Profit Sharing Plan and Trust (IN) 104 · 0 off
- Latter & Blum Holding, LLC 401(k) Plan (LA) 104 · 0 off
- Cfe Group 401(k) Plan (VA) 104 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.