401(k) · DOL Form 5500 · 2022
Goldberg Kohn Ltd. 401(k) Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 111
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $944,092
- Avg per participant High balance/head
Official DOL plan name: Goldberg Kohn Ltd. Individual Account Plan · Sponsored by Goldberg Kohn Ltd. · Illinois · Professional & Technical Services
$105M in assets, 111 participants
Goldberg Kohn Ltd.'s Goldberg Kohn Ltd. Individual Account Plan reported $105M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,290 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Goldberg Kohn Ltd. Individual Account Plan covers 111 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $105M.
- #20,290
- in Professional & Technical Services (21,562 peers)
- -14.4%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Goldberg Kohn Ltd. Individual Account Plan's outsized position by total assets
Goldberg Kohn Ltd. Individual Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$104,794,253 Top 7% higher than 93% 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
Goldberg Kohn Ltd. Individual Account 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. Goldberg Kohn Ltd. Individual Account Plan sits mid-pack in the medium band (111 participants).
Published 5500 schedule card
Filing strip 362863762 · Goldberg Kohn Ltd. PY 2022 · 401(k)
Goldberg Kohn Ltd. Individual Account Plan · $105M · 111 · 93rd
- ASSETS $105M
- ASSETS 111
- ASSETS 93rd
- ASSETS 401(k)
- ASSETS near Yusen Logistics (Americas) Inc 401(k) Plan
- ASSETS ind #20290
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 Illinois →
Goldberg Kohn Ltd. Individual Account Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | -$18M |
| Employer EIN | 362863762 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goldberg Kohn Ltd.)
Sponsor-wide plan assets over time
All Goldberg Kohn Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 25.879378137272468% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $105M |
| 2023 | 1 | 121 | $122M |
| 2024 | 1 | 118 | $132M |
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
Goldberg Kohn Ltd. Individual Account Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Yusen Logistics (Americas) Inc 401(k) Plan in NJ ($105M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Yusen Logistics (Americas) Inc 401(k) Plan (NJ) $105M · 1,688
- Marten Transport Retirement Savings Plan (WI) $105M · 3,580
- Pariveda Solutions, Inc. 401(k) Plan (TX) $105M · 755
- The Shepherd 401(k) Plan (OH) $105M · 517
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Green Box Loans Inc, 401(k) Plan (CA) 111 · 0 off
- Ivhp 401(k) Retirement Savings Plan (CA) 111 · 0 off
- Vador Ventures Inc 401(k) Profit Sharing Plan & Trust (MD) 111 · 0 off
- Lehi Valley Trading Co. 401(k) Plan (AZ) 111 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.