Profit Sharing · DOL Form 5500 · 2023

Goldfarb & Fleece LLP Profit Sharing Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
34
Participants Small participant base
83rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Goldfarb & Fleece LLP Profit Sharing Plan · Sponsored by Goldfarb & Fleece LLP · New York · Professional & Technical Services

$39M in assets, 34 participants

Goldfarb & Fleece LLP's Goldfarb & Fleece LLP Profit Sharing Plan reported $39M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,986 in Professional & Technical Services (20,321 peers)

Where Goldfarb & Fleece LLP Profit Sharing Plan sits by assets

Goldfarb & Fleece LLP Profit Sharing Plan sits in the top quartile of all filed plans by assets, $39M for 34 participants (~$1.2M/participant), up 25.4% in 2023.

#16,986
in Professional & Technical Services (20,321 peers)
+25.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Goldfarb & Fleece LLP Profit Sharing Plan's outsized position by total assets

Goldfarb & Fleece LLP Profit Sharing Plan vs every filed plan by assets

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

$39,339,260 Top 17% higher than 83% 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

Goldfarb & Fleece LLP Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goldfarb & Fleece LLP Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldfarb & Fleece LLP Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Goldfarb & Fleece LLP Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Goldfarb & Fleece LLP Profit Sharing Plan reported participants fell from 37 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 130780370 · Goldfarb & Fleece LLP PY 2023 · Profit Sharing

Goldfarb & Fleece LLP Profit Sharing Plan · $39M · 34 · 83rd

  • PHOTO $39M
  • IND 34
  • EOY 83rd
  • 5500 Profit Sharing
  • ASSETS near Zero to Three National Center for Infants Toddlers and Families 403b Plan
  • PCT ind #16986

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 York →

Goldfarb & Fleece LLP Profit Sharing Plan in the asset neighbourhood

Cma Group Qualified Stock Bonus PlanCma Group Qualified Stock Bo…$40MDoane University Defined Contribution Retirement PlanDoane University Defined Con…$39MZero to Three National Center for Infants Toddlers and Families 403b PlanZero to Three National Cente…$39MGoldfarb & Fleece LLP Profit Sharing PlanGoldfarb & Fleece LLP Profit…$39MFlagler Hospital Tax Sheltered Savings PlanFlagler Hospital Tax Shelter…$39M
End-of-year total assets ($M) among Goldfarb & Fleece LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$39M
Net Income$8M
Employer EIN130780370
Plan Effective Date1968-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldfarb & Fleece LLP)

Sponsor-wide plan assets over time

All Goldfarb & Fleece LLP plans reported in each filing year

Latest sponsor-wide plan assets
$49M 56.849980502415065% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.4M $49.2M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 37 $31M
2023 1 34 $39M
2024 1 38 $49M

Nearby Profit Sharing Plans in New York

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

Goldfarb & Fleece LLP Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Goldfarb & Fleece LLP Profit Sharing Plan, Total assets ($B): 0.03933926 · Participants: 34Goldfarb & Fleece LLP Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Goldfarb & Fleece LLP Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Goldfarb & Fleece LLP Profit Sharing Plan side-by-side with 3 peers →

Goldfarb & Fleece LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Zero to Three National Center for Infants Toddlers and Families 403b Plan in DC ($39M); by covered participants it is Cst Law Retirement Plan in PR (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Goldfarb & Fleece LLP Profit Sharing Plan assets move in 2023? ▼
Goldfarb & Fleece LLP Profit Sharing Plan grew sharply - up 25.4% during 2023, from $31M to $39M. Reported net income was $8M.
How have Goldfarb & Fleece LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldfarb & Fleece LLP's sponsor-wide assets grew 56.8%, from $31M to $49M.
Where does Goldfarb & Fleece LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Goldfarb & Fleece LLP Profit Sharing Plan ranks in the 83rd 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 Profit Sharing plans are similar in size to Goldfarb & Fleece LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Zero to Three National Center for Infants Toddlers and Families 403b Plan in DC ($39M, 205 participants).
Which Profit Sharing plans cover a similar participant headcount to Goldfarb & Fleece LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cst Law Retirement Plan in PR (34 participants, $2M 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 130780370.

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.