401(k) · DOL Form 5500 · 2023

Goldberg and Allen LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$321,038
Avg per participant High balance/head
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Official DOL plan name: Goldberg & Allen, LLC Profit Sharing Plan · Sponsored by Goldberg and Allen LLC · New York · Professional & Technical Services

$1M in assets, 4 participants

Goldberg and Allen LLC's Goldberg & Allen, LLC Profit Sharing Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,331 in Professional & Technical Services (20,321 peers)

Goldberg and Allen LLC multi-year trail

Goldberg and Allen LLC's plans moved +70.7% in assets from 2022 to 2024; this filing shows Goldberg & Allen, LLC Profit Sharing Plan at $1M / 4 participants.

#4,331
in Professional & Technical Services (20,321 peers)
+34.5%
assets growth YoY

Goldberg & Allen, LLC Profit Sharing Plan among the smaller filed plans by assets

Goldberg & Allen, LLC Profit Sharing Plan vs every filed plan by assets

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

$1,284,150 26th percentile higher than 26% 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

Goldberg & Allen, LLC Profit Sharing 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. Goldberg & Allen, LLC Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldberg & Allen, LLC Profit Sharing Plan reported net income rose from -$33K in the plan year 2022 filing to $329K in the plan year 2023 filing.
  • Goldberg & Allen, LLC Profit Sharing Plan end-of-year assets rose from $955K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Goldberg & Allen, LLC Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261553232 · Goldberg and Allen LLC PY 2023 · 401(k)

Goldberg & Allen, LLC Profit Sharing Plan · $1M · 4 · 26th

  • BOY $1M
  • BOY 4
  • BOY 26th
  • BOY 401(k)
  • BOY near Ear Nose Throat of New Jersey, P.a. 401(k) Plan
  • BOY ind #4331

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 →

Goldberg & Allen, LLC Profit Sharing Plan in the asset neighbourhood

Goldberg & Allen, LLC Profit Sharing PlanGoldberg & Allen, LLC Profit…$1MEar Nose Throat of New Jersey, P.a. 401(k) PlanEar Nose Throat of New Jerse…$1MG H Insurance & Financial Services Retirement PlanG H Insurance & Financial Se…$1MCampbell Supply Company, Inc. Profit Sharing PlanCampbell Supply Company, Inc…$1MStillwater Construction Group, LLC 401(k) PlanStillwater Construction Grou…$1M
End-of-year total assets ($M) among Goldberg & Allen, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Goldberg and Allen LLC multi-year asset trail

Sponsor-wide plan assets over time

All Goldberg and Allen LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 70.70907990137236% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.95M $1.63M ▲ +71.6%
Year Plans Participants Total Assets
2022 1 3 $955K
2023 1 4 $1M
2024 1 4 $2M

Goldberg and Allen LLC filing trail (2023)

Total Assets (Beginning of Year)$955K
Net Assets (End of Year)$1M
Net Income$329K
Employer EIN261553232
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Goldberg & Allen, LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Goldberg & Allen, LLC Profit Sharing Plan, Total assets ($B): 0.00128415 · Participants: 4Goldberg & Allen, LLC Profit Sharing 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
Goldberg & Allen, LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Goldberg & Allen, LLC Profit Sharing Plan side-by-side with 3 peers →

Goldberg & Allen, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ear Nose Throat of New Jersey, P.a. 401(k) Plan in NJ ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Goldberg & Allen, LLC Profit Sharing Plan assets move in 2023? ▼
Goldberg & Allen, LLC Profit Sharing Plan surged - up 34.5% during 2023, from $955K to $1M. Reported net income was $329K.
How have Goldberg and Allen LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldberg and Allen LLC's sponsor-wide assets grew 70.7%, from $955K to $2M.
Which 401(k) plans are similar in size to Goldberg & Allen, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ear Nose Throat of New Jersey, P.a. 401(k) Plan in NJ ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Goldberg & Allen, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 261553232.

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.