Defined Benefit (Pension) · DOL Form 5500 · 2022
Golub Corporation Pension Plan
Data updated 2026-08-11
- $364M
- Total assets
- 8,453
- Participants
- 97th
- Percentile by assets
- $43,024
- Avg per participant
Official DOL plan name: Golub Corporation Employees Retirement Plan · Sponsored by Golub Corporation · New York · Retail Trade
$364M in assets, 8,453 participants
Golub Corporation's Golub Corporation Employees Retirement Plan reported $364M in total assets and 8,453 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #9,373 in Retail Trade (9,519 peers)
Coverage in New York
Golub Corporation Employees Retirement Plan covers 8,453 participants in New York, 11x the typical New York plan (state average ~798 per filing). Assets: $364M.
- $364M
- total plan assets (2022 EOY)
- 8,453
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $43,024
- avg assets per participant
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Golub Corporation Employees Retirement Plan sits by total assets
Golub Corporation Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$363,684,291 Top 3% higher than 97% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Golub Corporation Employees Retirement Plan reports 8,453 participants - 11x that state average ($364M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $390M |
|---|---|
| Net Assets (End of Year) | $364M |
| Net Income | -$27M |
| Employer EIN | 140724820 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golub Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 29,974 | $602M |
| 2023 | 3 | 14,681 | $489M |
| 2024 | 3 | 11,690 | $480M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Scale composition for Golub Corporation Employees Retirement Plan
Golub Corporation Employees Retirement Plan reports $364M in end-of-year assets across 8,453 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $43,024 per participant (31% of the national average assets-per-participant) . Net income for plan year 2022 was -$27M.
This plan identity (EIN 140724820, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $364M to $366M (+0.8%) while covered participants moved from 8,453 to 6,531 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,453 | $364M | This page |
| 2023 | 7,981 | $370M | Open filing |
| 2024 · index core | 6,531 | $366M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Golub Corporation Employees Retirement Plan (Defined Benefit (Pension), $366M, 6,531 participants)
- Golub Corporation Profit Sharing Plan (Profit Sharing, $99M, 5,144 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Golub Corporation Employees Retirement Plan by total assets, not by location.
- Smith & Nephew U.S. Pension Plan (TN) $363M · 496
- Merrimack Mutual Fire Insurance Company Retirement Plan (MA) $365M · 238
- Univar Solutions Retirement Plan (IL) $365M · 586
- Pension Plan for Employees of Amphenol Corporation (CT) $365M · 683
Frequently Asked Questions
How did Golub Corporation Employees Retirement Plan assets move in 2022? ▼
How have Golub Corporation plan assets changed over time? ▼
Where does Golub Corporation Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Golub Corporation Employees Retirement Plan? ▼
Next read for Golub Corporation Employees Retirement P…
Filing takeaways
Ways to act on Golub Corporation Employees Retirement Plan's numbers.
- By total assets, Golub Corporation Employees Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Golub Corporation's sponsor-wide assets have declined 20.2% since 2022 across 3 plan years on file. More Retail Trade plans