Defined Benefit (Pension) · DOL Form 5500 · 2022
Golub Corporation Pension Plan
Data updated 2026-08-25
- $364M
- Total assets Above avg plan size
- 8,453
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $43,024
- Avg per participant Low balance/head
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.
- #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.
- #9,373
- in Retail Trade (9,519 peers)
- -6.9%
- assets change YoY
- 3.6×
- vs typical plan assets (national mean)
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.
Golub Corporation Employees Retirement Plan's outsized position 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
Golub Corporation Employees Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Golub Corporation Employees Retirement Plan lands in the large band (8,453 participants).
EBSA filing schedule strip
Filing strip 140724820 · Golub Corporation PY 2022 · Defined Benefit (Pension)
Golub Corporation Employees Retirement Plan · $364M · 8,453 · 97th
- EOY $364M
- 5500 8,453
- ASSETS 97th
- PCT Defined Benefit (Pension)
- EIN near Smith & Nephew U.S. Pension Plan
- RANK ind #9373
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 Retail Trade retirement plans → · Plans in New York →
Golub Corporation Employees Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Golub Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $480M 20.157031544522088% vs 2022
- 2024 filing year
| 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)
Golub Corporation Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Smith & Nephew U.S. Pension Plan in TN ($363M); by covered participants it is SEIU Local 1 & Participating Employers Pension Trust in IL (8,445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($364M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,453 participants); asset peers above are excluded.
- SEIU Local 1 & Participating Employers Pension Trust (IL) 8,445 · 8 off
- International Brotherhood of Teamsters Union Local 710 Pension Fund (IL) 8,433 · 20 off
- Southern California IBEW-NECA Pension Plan (CA) 8,483 · 30 off
- Entergy Corporation Retirement Plan for Non-Bargaining Employees (LA) 8,484 · 31 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.