401(k) · DOL Form 5500 · 2022

Global Strategy Group, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
114
Participants Small participant base
69th
Percentile by assets National rank
$109,283
Avg per participant Below avg balance/head
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Official DOL plan name: Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Global Strategy Group, LLC · New York · Professional & Technical Services

$12M in assets, 114 participants

Global Strategy Group, LLC's Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,776 in Professional & Technical Services (21,562 peers)

Coverage in New York

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $12M.

#14,776
in Professional & Technical Services (21,562 peers)
-8.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$12,458,269 Top 31% higher than 69% 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

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust 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. Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (114 participants).

DOL schedule card

Filing strip 200159660 · Global Strategy Group, LLC PY 2022 · 401(k)

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust · $12M · 114 · 69th

  • BOOK $12M
  • VS-ST 114
  • BOY 69th
  • SCH 401(k)
  • EBSA near Trl Systems, Inc. 401(k) Plan
  • PART ind #14776

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 York →

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Global Strategy Group, LLC 401(k) Profit Sharing Plan and TrustGlobal Strategy Group, LLC 4…$12MTrl Systems, Inc. 401(k) Plan$12MImmersion Corporation 401(k) Savings PlanImmersion Corporation 401(k)…$12MSagamore Plumbing & Heating, Inc. 401(k) Profit Sharing PlanSagamore Plumbing & Heating,…$12MInnovative Therapy Concepts, LLC 401(k) PlanInnovative Therapy Concepts,…$12M
End-of-year total assets ($M) among Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN200159660
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Strategy Group, LLC)

Sponsor-wide plan assets over time

All Global Strategy Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 53.49834716203351% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.5M $19.1M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 114 $12M
2023 1 142 $17M
2024 1 124 $19M

Nearby 401(k) Plans in New York

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

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.012458269 · Participants: 114Global Strategy Group, LLC 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Trl Systems, Inc. 401(k) Plan in CA ($12M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 8.1% during 2022, from $14M to $12M. Reported net income was -$1M.
How have Global Strategy Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Strategy Group, LLC's sponsor-wide assets grew 53.5%, from $12M to $19M.
Which 401(k) plans are similar in size to Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trl Systems, Inc. 401(k) Plan in CA ($12M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K 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 200159660.

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.