401(k) · DOL Form 5500 · 2023

Goellner, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
512
Participants Below avg headcount
74th
Percentile by assets National rank
$43,172
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Goellner, Inc. Retirement Savings Plan · Sponsored by Goellner, Inc. · Illinois · Manufacturing

$22M in assets, 512 participants

Goellner, Inc.'s Goellner, Inc. Retirement Savings Plan reported $22M in total assets and 512 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #12,134 in Manufacturing (18,722 peers)

Goellner, Inc. multi-year trail

Goellner, Inc.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows Goellner, Inc. Retirement Savings Plan at $22M / 512 participants.

#12,134
in Manufacturing (18,722 peers)
+14.5%
assets growth YoY

Goellner, Inc. Retirement Savings Plan's outsized position by total assets

Goellner, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,104,060 Top 26% higher than 74% of 127,068 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 2023

Goellner, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goellner, Inc. Retirement Savings Plan sits mid-pack in the medium band (512 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goellner, Inc. Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Goellner, Inc. Retirement Savings Plan reported participants rose from 405 in the plan year 2022 filing to 512 in the plan year 2023 filing.
  • Goellner, Inc. Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364348436 · Goellner, Inc. PY 2023 · 401(k)

Goellner, Inc. Retirement Savings Plan · $22M · 512 · 74th

  • EOY $22M
  • 5500 512
  • ASSETS 74th
  • PCT 401(k)
  • EIN near Porter Warner Industries Profit Sharing and Retirement Savings Plan
  • RANK ind #12134

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 Manufacturing retirement plans → · Plans in Illinois →

Goellner, Inc. Retirement Savings Plan in the asset neighbourhood

Goellner, Inc. Retirement Savings PlanGoellner, Inc. Retirement Sa…$22MPorter Warner Industries Profit Sharing and Retirement Savings PlanPorter Warner Industries Pro…$22MEagle Crusher/Stedman Machine 401(k) Retirement PlanEagle Crusher/Stedman Machin…$22MMitchell Grocery Corporation Profit Sharing/401(k) PlanMitchell Grocery Corporation…$22MPrism Maritime, LLC Retirement TrustPrism Maritime, LLC Retireme…$22M
End-of-year total assets ($M) among Goellner, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Goellner, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Goellner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 26.403112970784136% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.3M $24.4M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 405 $19M
2023 1 512 $22M
2024 1 586 $24M

Goellner, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN364348436
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Goellner, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Goellner, Inc. Retirement Savings Plan, Total assets ($B): 0.02210406 · Participants: 512Goellner, Inc. Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Goellner, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Goellner, Inc. Retirement Savings Plan side-by-side with 3 peers →

Goellner, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Porter Warner Industries Profit Sharing and Retirement Savings Plan in TN ($22M); by covered participants it is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (512 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Goellner, Inc. Retirement Savings Plan assets move in 2023? ▼
Goellner, Inc. Retirement Savings Plan grew at a solid clip - up 14.5% during 2023, from $19M to $22M. Reported net income was $3M.
How have Goellner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goellner, Inc.'s sponsor-wide assets grew 26.4%, from $19M to $24M.
Which 401(k) plans are similar in size to Goellner, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Porter Warner Industries Profit Sharing and Retirement Savings Plan in TN ($22M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Goellner, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 participants, $52M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364348436.

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.