401(k) · DOL Form 5500 · 2022

Goldberg Lindsay & Co. LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
80
Participants Small participant base
89th
Percentile by assets National rank
$670,801
Avg per participant High balance/head
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Official DOL plan name: Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan · Sponsored by Goldberg Lindsay & Co. LLC · New York · Finance & Insurance

$54M in assets, 80 participants

Goldberg Lindsay & Co. LLC's Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan reported $54M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,558 in Finance & Insurance (9,261 peers)

Where Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan sits by assets

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $54M for 80 participants (~$670,801/participant), down 18.0% in 2022.

#7,558
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan's outsized position by total assets

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$53,664,051 Top 11% higher than 89% 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

Goldberg Lindsay & Co. 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. Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan is a small filing (80 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 134164879 · Goldberg Lindsay & Co. LLC PY 2022 · 401(k)

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan · $54M · 80 · 89th

  • EBSA $54M
  • EBSA 80
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Sunny Delight Beverages Co. Retirement Savings Plan
  • EBSA ind #7558

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 Finance & Insurance retirement plans → · Plans in New York →

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing PlanGoldberg Lindsay & Co. LLC 4…$54MSunny Delight Beverages Co. Retirement Savings PlanSunny Delight Beverages Co. …$54MModjeski and Masters Retirement and Incentive Savings PlanModjeski and Masters Retirem…$54MGate City Bank Retirement Savings PlanGate City Bank Retirement Sa…$54MCalportland Company Thrift & Profit Sharing Plan for Hourly EmployeesCalportland Company Thrift &…$54M
End-of-year total assets ($M) among Goldberg Lindsay & Co. 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)$65M
Net Assets (End of Year)$54M
Net Income-$12M
Employer EIN134164879
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldberg Lindsay & Co. LLC)

Sponsor-wide plan assets over time

All Goldberg Lindsay & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$62M 15.214354577890512% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.7M $61.8M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 80 $54M
2023 1 88 $60M
2024 1 86 $62M

Nearby 401(k) Plans in New York

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

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.053664051 · Participants: 80Goldberg Lindsay & Co. LLC 401(k) Profit Sharing PlanIBM 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
Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sunny Delight Beverages Co. Retirement Savings Plan in CT ($54M); by covered participants it is E.K.G. Security, Inc. Retirement Plan in GA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan declined sharply - down 18.0% during 2022, from $65M to $54M. Reported net income was -$12M.
How have Goldberg Lindsay & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldberg Lindsay & Co. LLC's sponsor-wide assets grew 15.2%, from $54M to $62M.
Where does Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan ranks in the 89th 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 Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunny Delight Beverages Co. Retirement Savings Plan in CT ($54M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E.K.G. Security, Inc. Retirement Plan in GA (80 participants, $642K 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 134164879.

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.