Money Purchase · DOL Form 5500 · 2023

Steven R. Goldberg, Esq. Money Purchase Plan

Data updated 2026-08-25

$297K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$296,632
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven R. Goldberg Esq. Money Purchase Plan · Sponsored by Steven R. Goldberg, Esq. · New Jersey · Professional & Technical Services

$297K in assets, 1 participants

Steven R. Goldberg, Esq.'s Steven R. Goldberg Esq. Money Purchase Plan reported $297K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,126 in Professional & Technical Services (20,321 peers)

Steven R. Goldberg, Esq. multi-year trail

Steven R. Goldberg, Esq.'s plans moved +30.6% in assets from 2022 to 2024; this filing shows Steven R. Goldberg Esq. Money Purchase Plan at $297K / 1 participant.

#2,126
in Professional & Technical Services (20,321 peers)
+27.1%
assets growth YoY

Steven R. Goldberg Esq. Money Purchase Plan among the smaller filed plans by assets

Steven R. Goldberg Esq. Money Purchase Plan vs every filed plan by assets

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

$296,632 14th percentile higher than 14% 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

Steven R. Goldberg Esq. Money Purchase 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. Steven R. Goldberg Esq. Money Purchase Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven R. Goldberg Esq. Money Purchase Plan reported net income rose from -$150K in the plan year 2022 filing to $63K in the plan year 2023 filing.
  • Steven R. Goldberg Esq. Money Purchase Plan end-of-year assets rose from $233K in the plan year 2022 filing to $297K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113191988 · Steven R. Goldberg, Esq. PY 2023 · Money Purchase

Steven R. Goldberg Esq. Money Purchase Plan · $297K · 1 · 14th

  • PART $297K
  • TYPE 1
  • NET 14th
  • BOOK Money Purchase
  • VS-ST near Jose R Rodriguez Santiago Retirement Plan
  • BOY ind #2126

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Steven R. Goldberg Esq. Money Purchase Plan in the asset neighbourhood

Steven R. Goldberg Esq. Money Purchase PlanSteven R. Goldberg Esq. Mone…$297KJose R Rodriguez Santiago Retirement PlanJose R Rodriguez Santiago Re…$296KC & S Specialty Co Inc Empl Money Purchase Pension PlanC & S Specialty Co Inc Empl …$295KRenata Olejnik Dds PC$299KThomas W Goggin Md PC Money Purchase Pension PlanThomas W Goggin Md PC Money …$294K
End-of-year total assets ($M) among Steven R. Goldberg Esq. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Steven R. Goldberg, Esq. multi-year asset trail

Sponsor-wide plan assets over time

All Steven R. Goldberg, Esq. plans reported in each filing year

Latest sponsor-wide plan assets
$305K 30.604175769570176% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.23M $0.3M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 1 $233K
2023 1 1 $297K
2024 1 1 $305K

Steven R. Goldberg, Esq. filing trail (2023)

Total Assets (Beginning of Year)$233K
Net Assets (End of Year)$297K
Net Income$63K
Employer EIN113191988
Plan Effective Date1995-10-30
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Steven R. Goldberg Esq. Money Purchase Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50005001000 Total assets ($M) Participants Steven R. Goldberg Esq. Money Purchase Plan, Total assets ($M): 0.296632 · Participants: 1Steven R. Goldberg Esq. Money Purchase PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Steven R. Goldberg Esq. Money Purchase Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Steven R. Goldberg Esq. Money Purchase Plan side-by-side with 3 peers →

Steven R. Goldberg Esq. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Jose R Rodriguez Santiago Retirement Plan in PR ($296K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Steven R. Goldberg Esq. Money Purchase Plan assets move in 2023? ▼
Steven R. Goldberg Esq. Money Purchase Plan grew sharply - up 27.1% during 2023, from $233K to $297K. Reported net income was $63K.
How have Steven R. Goldberg, Esq. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven R. Goldberg, Esq.'s sponsor-wide assets grew 30.6%, from $233K to $305K.
Where does Steven R. Goldberg Esq. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Steven R. Goldberg Esq. Money Purchase Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Steven R. Goldberg Esq. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Jose R Rodriguez Santiago Retirement Plan in PR ($296K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Steven R. Goldberg Esq. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 113191988.

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.