Profit Sharing · DOL Form 5500 · 2022

Herbert Goldberg Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
48th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Herbert Goldberg Company Profit Sharing Plan · Sponsored by Herbert Goldberg Co., Inc. · Texas · Wholesale Trade

$4M in assets, 4 participants

Herbert Goldberg Co., Inc.'s Herbert Goldberg Company Profit Sharing Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,428 in Wholesale Trade (6,843 peers)

Herbert Goldberg Co., Inc. multi-year trail

Herbert Goldberg Co., Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Herbert Goldberg Company Profit Sharing Plan at $4M / 4 participants.

#2,428
in Wholesale Trade (6,843 peers)
+10.9%
assets growth YoY

Herbert Goldberg Company Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Herbert Goldberg Company Profit Sharing Plan vs every filed plan by assets

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

$4,341,130 48th percentile higher than 48% 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

Herbert Goldberg Company Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herbert Goldberg Company Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 751463075 · Herbert Goldberg Co., Inc. PY 2022 · Profit Sharing

Herbert Goldberg Company Profit Sharing Plan · $4M · 4 · 48th

  • EOY $4M
  • EOY 4
  • EOY 48th
  • EOY Profit Sharing
  • EOY near Poser Investments, Inc. Profit Sharing Plan
  • EOY ind #2428

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 Wholesale Trade retirement plans → · Plans in Texas →

Herbert Goldberg Company Profit Sharing Plan in the asset neighbourhood

Lions Eye Institute 403b Plan$4MT. L. Sneed, Inc. Profit Sharing PlanT. L. Sneed, Inc. Profit Sha…$4MHerbert Goldberg Company Profit Sharing PlanHerbert Goldberg Company Pro…$4MPoser Investments, Inc. Profit Sharing PlanPoser Investments, Inc. Prof…$4MNeil H. Weintraub, Dds, Sc Profit Sharing PlanNeil H. Weintraub, Dds, Sc P…$4M
End-of-year total assets ($M) among Herbert Goldberg Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Herbert Goldberg Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Herbert Goldberg Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.038227373978668% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.34M $5.43M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 5 $5M

Herbert Goldberg Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$427K
Employer EIN751463075
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Herbert Goldberg Company Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Herbert Goldberg Company Profit Sharing Plan, Total assets ($B): 0.00434113 · Participants: 4Herbert Goldberg Company Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Herbert Goldberg Company Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Herbert Goldberg Company Profit Sharing Plan side-by-side with 3 peers →

Herbert Goldberg Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Poser Investments, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Herbert Goldberg Company Profit Sharing Plan assets move in 2022? ▼
Herbert Goldberg Company Profit Sharing Plan grew at a solid clip - up 10.9% during 2022, from $4M to $4M. Reported net income was $427K.
How have Herbert Goldberg Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbert Goldberg Co., Inc.'s sponsor-wide assets grew 25.0%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Herbert Goldberg Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Poser Investments, Inc. Profit Sharing Plan in CA ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Herbert Goldberg Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 751463075.

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.