401(k) · DOL Form 5500 · 2022

Gold Gerstein Group, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
48
Participants Small participant base
83rd
Percentile by assets National rank
$623,294
Avg per participant High balance/head
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Official DOL plan name: Gold Gerstein Group, LLC 401(k) Profit Sharing Plan · Sponsored by Gold Gerstein Group, LLC · New Jersey · Professional & Technical Services

$30M in assets, 48 participants

Gold Gerstein Group, LLC's Gold Gerstein Group, LLC 401(k) Profit Sharing Plan reported $30M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,978 in Professional & Technical Services (21,562 peers)

Where Gold Gerstein Group, LLC 401(k) Profit Sharing Plan sits by assets

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $30M for 48 participants (~$623,294/participant), down 15.6% in 2022.

#17,978
in Professional & Technical Services (21,562 peers)
-15.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,918,123 Top 17% higher than 83% 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

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gold Gerstein Group, LLC 401(k) Profit Sharing Plan is a small filing (48 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 263584493 · Gold Gerstein Group, LLC PY 2022 · 401(k)

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan · $30M · 48 · 83rd

  • NET $30M
  • NET 48
  • NET 83rd
  • NET 401(k)
  • NET near Berman and Simmons, P.a. 401(k) Profit Sharing Plan
  • NET ind #17978

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 →

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Gold Gerstein Group, LLC 401(k) Profit Sharing PlanGold Gerstein Group, LLC 401…$30MBerman and Simmons, P.a. 401(k) Profit Sharing PlanBerman and Simmons, P.a. 401…$30MMillcreek Anesthesia, P.C. Profit Sharing PlanMillcreek Anesthesia, P.C. P…$30MM3 USA Corp 401(k) Profit Sharing Plan and TrustM3 USA Corp 401(k) Profit Sh…$30MSyndigo 401(k) Plan$30M
End-of-year total assets ($M) among Gold Gerstein Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN263584493
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gold Gerstein Group, LLC)

Sponsor-wide plan assets over time

All Gold Gerstein Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 6.550380851098179% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $29.9M $28M ▼ -6.6%
Year Plans Participants Total Assets
2022 1 48 $30M
2023 1 45 $31M
2024 1 25 $28M

Nearby 401(k) Plans in New Jersey

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

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Gold Gerstein Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.029918123 · Participants: 48Gold Gerstein Group, LLC 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Gold Gerstein Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Berman and Simmons, P.a. 401(k) Profit Sharing Plan in ME ($30M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Gold Gerstein Group, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan declined sharply - down 15.6% during 2022, from $35M to $30M. Reported net income was -$6M.
How have Gold Gerstein Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gold Gerstein Group, LLC's sponsor-wide assets declined 6.6%, from $30M to $28M.
Where does Gold Gerstein Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gold Gerstein Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berman and Simmons, P.a. 401(k) Profit Sharing Plan in ME ($30M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Gold Gerstein Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants, $8M 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 263584493.

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.