401(k) · DOL Form 5500 · 2022
Goldberg & Osborne LLP 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $70,438
- Avg per participant Below avg balance/head
Official DOL plan name: Goldberg & Osborne 401(k) Plan · Sponsored by Goldberg & Osborne LLP · Arizona · Professional & Technical Services
$9M in assets, 123 participants
Goldberg & Osborne LLP's Goldberg & Osborne 401(k) Plan reported $9M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #13,017 in Professional & Technical Services (21,562 peers)
Coverage in Arizona
Goldberg & Osborne 401(k) Plan covers 123 participants in Arizona, about 22% of the average Arizona filer (state average ~564 per filing). Assets: $9M.
- #13,017
- in Professional & Technical Services (21,562 peers)
- -20.4%
- 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.
Goldberg & Osborne 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Goldberg & Osborne 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,663,813 Top 38% higher than 62% 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 & Osborne 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. Goldberg & Osborne 401(k) Plan sits mid-pack in the medium band (123 participants).
DOL schedule card
Filing strip 860625199 · Goldberg & Osborne LLP PY 2022 · 401(k)
Goldberg & Osborne 401(k) Plan · $9M · 123 · 62nd
- NET $9M
- BOOK 123
- VS-ST 62nd
- BOY 401(k)
- SCH near Beacon 401(k) Trust
- EBSA ind #13017
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 Arizona →
Goldberg & Osborne 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 860625199 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goldberg & Osborne LLP)
Sponsor-wide plan assets over time
All Goldberg & Osborne LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 8.721344747399327% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $9M |
| 2023 | 1 | 114 | $10M |
| 2024 | 1 | 90 | $9M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Goldberg & Osborne 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Beacon 401(k) Trust in FL ($9M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Beacon 401(k) Trust (FL) $9M · 1
- Asset Risk Management, LLC Retirement Savings Plan (TX) $9M · 83
- Handle Financial 401(k) Plan (CA) $9M · 149
- Orchard Technologies 401(k) Plan (NY) $9M · 242
Similar participant headcount
Nearest other-state filings by covered participants (123 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.