401(k) · DOL Form 5500 · 2023
Outten & Golden LLP 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 108
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $236,103
- Avg per participant Above avg balance/head
Official DOL plan name: Outten & Golden LLP 401(k) Plan · Sponsored by Outten & Golden LLP · New York · Professional & Technical Services
$25M in assets, 108 participants
Outten & Golden LLP's Outten & Golden LLP 401(k) Plan reported $25M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #15,676 in Professional & Technical Services (20,321 peers)
Coverage in New York
Outten & Golden LLP 401(k) Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $25M.
- #15,676
- in Professional & Technical Services (20,321 peers)
- +26.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Outten & Golden LLP 401(k) Plan's outsized position by total assets
Outten & Golden LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,499,116 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Outten & Golden LLP 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Outten & Golden LLP 401(k) Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Outten & Golden LLP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Outten & Golden LLP 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Outten & Golden LLP 401(k) Plan reported participants rose from 104 in the plan year 2022 filing to 108 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 134014306 · Outten & Golden LLP PY 2023 · 401(k)
Outten & Golden LLP 401(k) Plan · $25M · 108 · 77th
- 5500 $25M
- 5500 108
- 5500 77th
- 5500 401(k)
- 5500 near Mccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) Plan
- 5500 ind #15676
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 →
Outten & Golden LLP 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $5M |
| Employer EIN | 134014306 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Outten & Golden LLP)
Sponsor-wide plan assets over time
All Outten & Golden LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 49.27999334923332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $20M |
| 2023 | 1 | 108 | $25M |
| 2024 | 1 | 116 | $30M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Outten & Golden LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) Plan in HI ($25M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Mccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) Plan (HI) $25M · 48
- Emmi Roth USA 401(k) Plan (WI) $25M · 308
- H & K Retirement Savings Plan (TX) $26M · 201
- Signia Aerospace 401(k) Plan (CO) $25M · 413
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Winstar Farm 401(k) Plan (KY) 108 · 0 off
- University Athletic Association 403b Plan (FL) 108 · 0 off
- Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
- Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.