401(k) · DOL Form 5500 · 2022
Golub & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $125,605
- Avg per participant Near avg balance/head
Official DOL plan name: Golub & Company, LLC 401(k) Plan · Sponsored by Golub & Company, LLC · Illinois · Real Estate
$16M in assets, 131 participants
Golub & Company, LLC's Golub & Company, LLC 401(k) Plan reported $16M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #4,403 in Real Estate (5,057 peers)
Coverage in Illinois
Golub & Company, LLC 401(k) Plan covers 131 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $16M.
- #4,403
- in Real Estate (5,057 peers)
- -10.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Golub & Company, LLC 401(k) Plan's outsized position by total assets
Golub & Company, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,454,304 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Golub & Company, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Golub & Company, LLC 401(k) Plan sits mid-pack in the medium band (131 participants).
EBSA filing schedule strip
Filing strip 113765623 · Golub & Company, LLC PY 2022 · 401(k)
Golub & Company, LLC 401(k) Plan · $16M · 131 · 74th
- VS-ST $16M
- BOY 131
- SCH 74th
- EBSA 401(k)
- PART near Liveops, Inc. 401(k) Plan
- TYPE ind #4403
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 Real Estate retirement plans → · Plans in Illinois →
Golub & Company, LLC 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 113765623 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golub & Company, LLC)
Sponsor-wide plan assets over time
All Golub & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 16.43176763964006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $16M |
| 2023 | 1 | 120 | $19M |
| 2024 | 1 | 114 | $19M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Golub & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Liveops, Inc. 401(k) Plan in AZ ($16M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Liveops, Inc. 401(k) Plan (AZ) $16M · 332
- Cwpm, LLC 401(k) Profit Sharing Plan (CT) $16M · 231
- Ocean State Veterinary Specialists 401(k) Profit Sharing Plan (RI) $16M · 221
- Peri & Sons Farms, Inc. 401(k) Ps Plan 002 (NV) $16M · 251
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Premium Brands Holdings Corporation Retirement Plan (WA) 131 · 0 off
- Tsuda USA 401(k) Plan (IN) 131 · 0 off
- Toxikon Retirement 401(k) Profit Sharing Plan (MA) 131 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 131 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.