Money Purchase · DOL Form 5500 · 2022

Steven R. Goldberg, Esq. Money Purchase Plan Money Purchase Plan

Data updated 2026-08-25

$233K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$233,442
Avg per participant Above avg balance/head
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Official DOL plan name: Steven R. Goldberg, Esq. Money Purchase Plan · Sponsored by Steven R. Goldberg, Esq. Money Purchase Plan · New Jersey · Professional & Technical Services

$233K in assets, 1 participants

Steven R. Goldberg, Esq. Money Purchase Plan's Steven R. Goldberg, Esq. Money Purchase Plan reported $233K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #2,060 in Professional & Technical Services (21,562 peers)

Steven R. Goldberg, Esq. Money Purchase Plan multi-year trail

Steven R. Goldberg, Esq. Money Purchase Plan's plans moved +30.6% in assets from 2022 to 2024; this filing shows Steven R. Goldberg, Esq. Money Purchase Plan at $233K / 1 participant.

#2,060
in Professional & Technical Services (21,562 peers)
-39.2%
assets change YoY

The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steven R. Goldberg, Esq. Money Purchase Plan among the smaller filed plans by assets

Steven R. Goldberg, Esq. Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$233,442 12th percentile higher than 12% of 139,123 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 2022

Steven R. Goldberg, Esq. Money Purchase Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven R. Goldberg, Esq. Money Purchase Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 113191988 · Steven R. Goldberg, Esq. Money Purchase Plan PY 2022 · Money Purchase

Steven R. Goldberg, Esq. Money Purchase Plan · $233K · 1 · 12th

  • EBSA $233K
  • PART 1
  • TYPE 12th
  • NET Money Purchase
  • BOOK near Maria Teresa Cedeno Villavicencio, Md Retirement Plan
  • VS-ST ind #2060

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 New Jersey →

Steven R. Goldberg, Esq. Money Purchase Plan in the asset neighbourhood

Steven R. Goldberg, Esq. Money Purchase PlanSteven R. Goldberg, Esq. Mon…$233KMaria Teresa Cedeno Villavicencio, Md Retirement PlanMaria Teresa Cedeno Villavic…$233KCohen, Frankel & Ruggiero LLP-Money Purchase PlanCohen, Frankel & Ruggiero LL…$232KW. Clark Washington, P.C., Money Purchase Pension PlanW. Clark Washington, P.C., M…$235KDr. Benjamin Medina Profit Sharing & Money Purchase PlanDr. Benjamin Medina Profit S…$232K
End-of-year total assets ($M) among Steven R. Goldberg, Esq. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Steven R. Goldberg, Esq. Money Purchase Plan multi-year asset trail

Sponsor-wide plan assets over time

All Steven R. Goldberg, Esq. Money Purchase Plan plans reported in each filing year

Latest sponsor-wide plan assets
$305K 30.604175769570176% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.23M $0.3M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 1 $233K
2023 1 1 $297K
2024 1 1 $305K

Steven R. Goldberg, Esq. Money Purchase Plan filing trail (2022)

Total Assets (Beginning of Year)$384K
Net Assets (End of Year)$233K
Net Income-$150K
Employer EIN113191988
Plan Effective Date1995-10-30
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Steven R. Goldberg, Esq. Money Purchase Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20002004006008001000 Total assets ($M) Participants Steven R. Goldberg, Esq. Money Purchase Plan, Total assets ($M): 0.233442 · Participants: 1Steven R. Goldberg, Esq. Money Purchase PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 524.999965 · Participants: 3282Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitters Local 9 Surety Plan
Steven R. Goldberg, Esq. Money Purchase Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Steven R. Goldberg, Esq. Money Purchase Plan side-by-side with 3 peers →

Steven R. Goldberg, Esq. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Maria Teresa Cedeno Villavicencio, Md Retirement Plan in PR ($233K); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steven R. Goldberg, Esq. Money Purchase Plan assets move in 2022? ▼
Steven R. Goldberg, Esq. Money Purchase Plan contracted severely - down 39.2% during 2022, from $384K to $233K. Reported net income was -$150K.
How have Steven R. Goldberg, Esq. Money Purchase Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven R. Goldberg, Esq. Money Purchase Plan's sponsor-wide assets grew 30.6%, from $233K to $305K.
Where does Steven R. Goldberg, Esq. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Steven R. Goldberg, Esq. Money Purchase Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Steven R. Goldberg, Esq. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Maria Teresa Cedeno Villavicencio, Md Retirement Plan in PR ($233K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Steven R. Goldberg, Esq. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant, $709K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113191988.

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.