Defined Benefit (Pension) · DOL Form 5500 · 2022

Goldman & Knell, Certified Public Accountants, LLP Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
40th
Percentile by assets National rank
$572,614
Avg per participant High balance/head
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Official DOL plan name: Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan · Sponsored by Goldman & Knell, Certified Public Accountants, LLP · California · Professional & Technical Services

$3M in assets, 5 participants

Goldman & Knell, Certified Public Accountants, LLP's Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,934 in Professional & Technical Services (21,562 peers)

Goldman & Knell, Certified Public Accountants, LLP multi-year trail

Goldman & Knell, Certified Public Accountants, LLP's plans moved +35.0% in assets from 2022 to 2024; this filing shows Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan at $3M / 5 participants.

#7,934
in Professional & Technical Services (21,562 peers)
-16.6%
assets change YoY

The plan reported a net loss of $572K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan vs every filed plan by assets

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

$2,863,070 40th percentile higher than 40% 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

Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension 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. Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 954555354 · Goldman & Knell, Certified Public Accountants, LLP PY 2022 · Defined Benefit (Pension)

Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan · $3M · 5 · 40th

  • TYPE $3M
  • NET 5
  • BOOK 40th
  • VS-ST Defined Benefit (Pension)
  • BOY near Sbera Pension Plan as Adopted by North Brookfield Savings Bank
  • SCH ind #7934

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 California →

Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan in the asset neighbourhood

Oregon Oncology Specialists, LLP Cash Balance PlanOregon Oncology Specialists,…$3MGoldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension PlanGoldman & Knell, Certified P…$3MSbera Pension Plan as Adopted by North Brookfield Savings BankSbera Pension Plan as Adopte…$3MWindmiller Properties, LLC Pension PlanWindmiller Properties, LLC P…$3MLoc 1139 Ue Grp Pen Pl for Ees of Minneapolis ScrapyardsLoc 1139 Ue Grp Pen Pl for E…$3M
End-of-year total assets ($M) among Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Goldman & Knell, Certified Public Accountants, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Goldman & Knell, Certified Public Accountants, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.991938369424766% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.14M $12.3M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 12 $9M
2023 2 7 $11M
2024 2 10 $12M

Goldman & Knell, Certified Public Accountants, LLP filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$572K
Employer EIN954555354
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan, Total assets ($B): 0.00286307 · Participants: 5Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan side-by-side with 3 peers →

Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by North Brookfield Savings Bank in MA ($3M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); 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 Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan assets move in 2022? ▼
Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan declined sharply - down 16.6% during 2022, from $3M to $3M. Reported net income was -$572K.
How have Goldman & Knell, Certified Public Accountants, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldman & Knell, Certified Public Accountants, LLP's sponsor-wide assets grew 35.0%, from $9M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by North Brookfield Savings Bank in MA ($3M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A 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 954555354.

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.