401(k) · DOL Form 5500 · 2023

Global Strategy Group, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
142
Participants Small participant base
69th
Percentile by assets National rank
$117,994
Avg per participant Below avg balance/head
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Official DOL plan name: Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Global Strategy Group, LLC · New York · Professional & Technical Services

$17M in assets, 142 participants

Global Strategy Group, LLC's Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,964 in Professional & Technical Services (20,321 peers)

Coverage in New York

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust covers 142 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $17M.

#13,964
in Professional & Technical Services (20,321 peers)
+34.5%
assets growth YoY

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,755,117 Top 31% higher than 69% 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

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust 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. Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 114 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200159660 · Global Strategy Group, LLC PY 2023 · 401(k)

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust · $17M · 142 · 69th

  • BOY $17M
  • SCH 142
  • EBSA 69th
  • PART 401(k)
  • TYPE near Big West Oil Company Union 401(k) Plan
  • NET ind #13964

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 →

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Global Strategy Group, LLC 401(k) Profit Sharing Plan and TrustGlobal Strategy Group, LLC 4…$17MBig West Oil Company Union 401(k) PlanBig West Oil Company Union 4…$17MReynolds Services, Inc. 401(k) Profit Sharing PlanReynolds Services, Inc. 401(…$17MNew England Aquarium Employee Retirement Savings PlanNew England Aquarium Employe…$17MH & M Bay, Inc. Corporate Profit Sharing PlanH & M Bay, Inc. Corporate Pr…$17M
End-of-year total assets ($M) among Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN200159660
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Strategy Group, LLC)

Sponsor-wide plan assets over time

All Global Strategy Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 53.49834716203351% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.5M $19.1M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 114 $12M
2023 1 142 $17M
2024 1 124 $19M

Nearby 401(k) Plans in New York

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

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016755117 · Participants: 142Global Strategy Group, LLC 401(k) Profit Sharing Plan and TrustIBM 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
Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Big West Oil Company Union 401(k) Plan in UT ($17M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust surged - up 34.5% during 2023, from $12M to $17M. Reported net income was $4M.
How have Global Strategy Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Strategy Group, LLC's sponsor-wide assets grew 53.5%, from $12M to $19M.
Which 401(k) plans are similar in size to Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Big West Oil Company Union 401(k) Plan in UT ($17M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 200159660.

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.