Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$233K
Total assets
1
Participants
12th
Percentile by assets
$233,442
Avg per participant
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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.

  • 12th percentile by assets (of 139,126 plans)
  • #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.

$233K
total plan assets (2022 EOY)
1
covered participants
12th
percentile by assets (of 139,126 plans)
$233,442
avg assets per participant

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.

Where Steven R. Goldberg, Esq. Money Purchase Plan sits by total 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 $2,010,000,000 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

State
New Jersey
Industry
Professional & Technical Services

Steven R. Goldberg, Esq. Money Purchase Plan across 3 plan years on file

Across the 3 plan years Steven R. Goldberg, Esq. Money Purchase Plan has on file (2022-2024), sponsor-wide plan assets have moved from $233K to $305K, a gain of 30.6%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($305K); trough: 2022 ($233K).

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

$0.2M$0.25M$0.3M$0.35M 202220232024 $0.23M $0.3M ▲ +30.4%
Total plan assets by year, all Steven R. Goldberg, Esq. Money Purchase Plan plans on file
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 ($M) Participants Steven R. Goldberg, …, Total assets ($M): 0.233442 · Participants: 1Steven R. Goldberg, …Local 68 Engineers U…, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers U…Nysa-Ila Money Purch…, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purch…Educational Testing …, Total assets ($M): 524.999965 · Participants: 3282Educational Testing …Ironworkers Local 11…, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11…Plumbers & Pipefitte…, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitte…
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 … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Steven R. Goldberg, Esq. Money Purchase Plan by total assets, not by location.

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).

Next read for Steven R. Goldberg, Esq. Money Purchase …

Multi-year trail

Ways to act on Steven R. Goldberg, Esq. Money Purchase Plan's numbers.

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.