401(k) · DOL Form 5500 · 2024

Goldstein Schwartz, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
19
Participants Small participant base
53rd
Percentile by assets National rank
$463,285
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Goldstein Schwartz, Inc. Profit Sharing Plan · Sponsored by Goldstein Schwartz, Inc. · Missouri · Wholesale Trade

$9M in assets, 19 participants

Goldstein Schwartz, Inc.'s Goldstein Schwartz, Inc. Profit Sharing Plan reported $9M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,661 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Goldstein Schwartz, Inc. Profit Sharing Plan holds $9M for 19 participants - about $463,285 per participant, above the median plan by assets.

#2,661
in Wholesale Trade (6,080 peers)
+5.2%
assets growth YoY

Goldstein Schwartz, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Goldstein Schwartz, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,802,409 Top 47% higher than 53% 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

Goldstein Schwartz, Inc. Profit Sharing 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. Goldstein Schwartz, Inc. Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 431149246 · Goldstein Schwartz, Inc. PY 2024 · 401(k)

Goldstein Schwartz, Inc. Profit Sharing Plan · $9M · 19 · 53rd

  • EBSA $9M
  • PART 19
  • TYPE 53rd
  • NET 401(k)
  • BOOK near Standard Furniture 401(k) Plan
  • VS-ST ind #2661

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 Missouri →

Goldstein Schwartz, Inc. Profit Sharing Plan in the asset neighbourhood

Goldstein Schwartz, Inc. Profit Sharing PlanGoldstein Schwartz, Inc. Pro…$9MStandard Furniture 401(k) PlanStandard Furniture 401(k) Pl…$9MConcordia Bank & Trust Company 401(k) PlanConcordia Bank & Trust Compa…$9MHyman Bros. of Midlothian 401(k) PlanHyman Bros. of Midlothian 40…$9MExpert Methods, Inc. 401(k) Pension PlanExpert Methods, Inc. 401(k) …$9M
End-of-year total assets ($M) among Goldstein Schwartz, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$434K
Employer EIN431149246
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Goldstein Schwartz, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Goldstein Schwartz, Inc. Profit Sharing Plan, Total assets ($B): 0.008802409 · Participants: 19Goldstein Schwartz, Inc. Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Goldstein Schwartz, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Goldstein Schwartz, Inc. Profit Sharing Plan side-by-side with 3 peers →

Goldstein Schwartz, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Standard Furniture 401(k) Plan in AL ($9M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Goldstein Schwartz, Inc. Profit Sharing Plan assets move in 2024? ▼
Goldstein Schwartz, Inc. Profit Sharing Plan grew at a solid clip - up 5.2% during 2024, from $8M to $9M. Reported net income was $434K.
Which 401(k) plans are similar in size to Goldstein Schwartz, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Standard Furniture 401(k) Plan in AL ($9M, 642 participants).
Which 401(k) plans cover a similar participant headcount to Goldstein Schwartz, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 431149246.

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.