401(k) · DOL Form 5500 · 2023

Gollust Management, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
3
Participants Small participant base
78th
Percentile by assets National rank
$8.9M
Avg per participant High balance/head
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Official DOL plan name: Gollust Management, Inc. 401(k) Plan · Sponsored by Gollust Management, Inc. · New York · Finance & Insurance

$27M in assets, 3 participants

Gollust Management, Inc.'s Gollust Management, Inc. 401(k) Plan reported $27M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,834 in Finance & Insurance (8,869 peers)

Where Gollust Management, Inc. 401(k) Plan sits by assets

Gollust Management, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 3 participants (~$8.9M/participant), down 14.3% in 2023.

#5,834
in Finance & Insurance (8,869 peers)
-14.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gollust Management, Inc. 401(k) Plan's outsized position by total assets

Gollust Management, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,787,657 Top 22% higher than 78% of 127,068 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 2023

Gollust Management, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gollust Management, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gollust Management, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Gollust Management, Inc. 401(k) Plan end-of-year assets fell from $31M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133923486 · Gollust Management, Inc. PY 2023 · 401(k)

Gollust Management, Inc. 401(k) Plan · $27M · 3 · 78th

  • BOOK $27M
  • VS-ST 3
  • BOY 78th
  • SCH 401(k)
  • EBSA near Florida Multiemployer 401(k) Plan
  • PART ind #5834

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 →

Gollust Management, Inc. 401(k) Plan in the asset neighbourhood

Gollust Management, Inc. 401(k) PlanGollust Management, Inc. 401…$27MFlorida Multiemployer 401(k) PlanFlorida Multiemployer 401(k)…$27MNfi Group - Participating Union 401(k) PlanNfi Group - Participating Un…$27MNorthend Associates LLC 401(k) PlanNorthend Associates LLC 401(…$27MValley Ent, P.C. 401(k) Profit Sharing PlanValley Ent, P.C. 401(k) Prof…$27M
End-of-year total assets ($M) among Gollust Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN133923486
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gollust Management, Inc.)

Sponsor-wide plan assets over time

All Gollust Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 15.328004452462288% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $31.3M $26.5M ▼ -15.3%
Year Plans Participants Total Assets
2022 1 3 $31M
2023 1 3 $27M
2024 1 3 $26M

Nearby 401(k) Plans in New York

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

Gollust Management, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gollust Management, Inc. 401(k) Plan, Total assets ($B): 0.026787657 · Participants: 3Gollust Management, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Gollust Management, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gollust Management, Inc. 401(k) Plan side-by-side with 3 peers →

Gollust Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Florida Multiemployer 401(k) Plan in TN ($27M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gollust Management, Inc. 401(k) Plan assets move in 2023? ▼
Gollust Management, Inc. 401(k) Plan pulled back noticeably - down 14.3% during 2023, from $31M to $27M. Reported net income was -$4M.
How have Gollust Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gollust Management, Inc.'s sponsor-wide assets declined 15.3%, from $31M to $26M.
Where does Gollust Management, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Gollust Management, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gollust Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Florida Multiemployer 401(k) Plan in TN ($27M, 1,068 participants).
Which 401(k) plans cover a similar participant headcount to Gollust Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133923486.

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.