401(k) · DOL Form 5500 · 2023

Gold Gerstein Group, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
45
Participants Small participant base
80th
Percentile by assets National rank
$682,250
Avg per participant High balance/head
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Official DOL plan name: Gold Gerstein Group, LLC 401(k) Profit Sharing Plan · Sponsored by Gold Gerstein Group, LLC · New Jersey · Professional & Technical Services

$31M in assets, 45 participants

Gold Gerstein Group, LLC's Gold Gerstein Group, LLC 401(k) Profit Sharing Plan reported $31M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,275 in Professional & Technical Services (20,321 peers)

Where Gold Gerstein Group, LLC 401(k) Profit Sharing Plan sits by assets

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $31M for 45 participants (~$682,250/participant), up 2.6% in 2023.

#16,275
in Professional & Technical Services (20,321 peers)
+2.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,701,260 Top 20% higher than 80% 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

Gold Gerstein Group, LLC 401(k) 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. Gold Gerstein Group, LLC 401(k) Profit Sharing Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gold Gerstein Group, LLC 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $783K in the plan year 2023 filing.
  • Gold Gerstein Group, LLC 401(k) Profit Sharing Plan reported participants fell from 48 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Gold Gerstein Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263584493 · Gold Gerstein Group, LLC PY 2023 · 401(k)

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan · $31M · 45 · 80th

  • SCH $31M
  • EBSA 45
  • PART 80th
  • TYPE 401(k)
  • NET near Evans Hotels 401(k) Employee Retirement Plan
  • BOOK ind #16275

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 →

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Gold Gerstein Group, LLC 401(k) Profit Sharing PlanGold Gerstein Group, LLC 401…$31MEvans Hotels 401(k) Employee Retirement PlanEvans Hotels 401(k) Employee…$31MBank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)Bank of Travelers Rest Emplo…$31MCustom Glass Solutions Retirement Savings PlanCustom Glass Solutions Retir…$31MAll Points Logistics 401(k) PlanAll Points Logistics 401(k) …$31M
End-of-year total assets ($M) among Gold Gerstein Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$783K
Employer EIN263584493
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gold Gerstein Group, LLC)

Sponsor-wide plan assets over time

All Gold Gerstein Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 6.550380851098179% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $29.9M $28M ▼ -6.6%
Year Plans Participants Total Assets
2022 1 48 $30M
2023 1 45 $31M
2024 1 25 $28M

Nearby 401(k) Plans in New Jersey

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

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Gold Gerstein Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.03070126 · Participants: 45Gold Gerstein Group, LLC 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Gold Gerstein Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gold Gerstein Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Evans Hotels 401(k) Employee Retirement Plan in CA ($31M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Gold Gerstein Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan edged up modestly - up 2.6% during 2023, from $30M to $31M. Reported net income was $783K.
How have Gold Gerstein Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gold Gerstein Group, LLC's sponsor-wide assets declined 6.6%, from $30M to $28M.
Where does Gold Gerstein Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan ranks in the 80th 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 Gold Gerstein Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evans Hotels 401(k) Employee Retirement Plan in CA ($31M, 1,066 participants).
Which 401(k) plans cover a similar participant headcount to Gold Gerstein Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M 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 263584493.

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.