401(k) · DOL Form 5500 · 2023

Golden Spiral Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$151K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$75,742
Avg per participant Below avg balance/head
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Official DOL plan name: Golden Spiral Management, Ltd. Retirement Plan · Sponsored by Golden Spiral Management, Ltd. · New York · Other Services

$151K in assets, 2 participants

Golden Spiral Management, Ltd.'s Golden Spiral Management, Ltd. Retirement Plan reported $151K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,478 in Other Services (7,857 peers)

Golden Spiral Management, Ltd. multi-year trail

Golden Spiral Management, Ltd.'s plans moved +53.4% in assets from 2022 to 2024; this filing shows Golden Spiral Management, Ltd. Retirement Plan at $151K / 2 participants.

#1,478
in Other Services (7,857 peers)
+24.4%
assets growth YoY

Golden Spiral Management, Ltd. Retirement Plan among the smaller filed plans by assets

Golden Spiral Management, Ltd. Retirement Plan vs every filed plan by assets

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

$151,484 9th percentile higher than 9% 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

Golden Spiral Management, Ltd. Retirement 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. Golden Spiral Management, Ltd. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Golden Spiral Management, Ltd. Retirement Plan reported net income rose from -$16K in the plan year 2022 filing to $30K in the plan year 2023 filing.
  • Golden Spiral Management, Ltd. Retirement Plan end-of-year assets rose from $122K in the plan year 2022 filing to $151K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853552786 · Golden Spiral Management, Ltd. PY 2023 · 401(k)

Golden Spiral Management, Ltd. Retirement Plan · $151K · 2 · 9th

  • PHOTO $151K
  • IND 2
  • EOY 9th
  • 5500 401(k)
  • ASSETS near Nerd Crossing 401(k) Plan
  • PCT ind #1478

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 Other Services retirement plans → · Plans in New York →

Golden Spiral Management, Ltd. Retirement Plan in the asset neighbourhood

Golden Spiral Management, Ltd. Retirement PlanGolden Spiral Management, Lt…$151KNerd Crossing 401(k) Plan$151KSequoia Grove, Inc. 401(k) PlanSequoia Grove, Inc. 401(k) P…$151KJlb Enterprises Tampa, Inc. 401(k) Profit Sharing PlanJlb Enterprises Tampa, Inc. …$152KJcm Services3 Retirement Plan$151K
End-of-year total assets ($M) among Golden Spiral Management, Ltd. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Golden Spiral Management, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Golden Spiral Management, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$187K 53.400067336196486% vs 2022
2024 filing year
$0.1M$0.15M$0.2M 202220232024 $0.12M $0.19M ▲ +58.3%
Year Plans Participants Total Assets
2022 1 2 $122K
2023 1 2 $151K
2024 1 2 $187K

Golden Spiral Management, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$122K
Net Assets (End of Year)$151K
Net Income$30K
Employer EIN853552786
Plan Effective Date2021-06-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Golden Spiral Management, Ltd. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Golden Spiral Management, Ltd. Retirement Plan, Total assets ($B): 0.000151484 · Participants: 2Golden Spiral Management, Ltd. Retirement 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
Golden Spiral Management, Ltd. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Golden Spiral Management, Ltd. Retirement Plan side-by-side with 3 peers →

Golden Spiral Management, Ltd. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nerd Crossing 401(k) Plan in CA ($151K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Golden Spiral Management, Ltd. Retirement Plan assets move in 2023? ▼
Golden Spiral Management, Ltd. Retirement Plan grew sharply - up 24.4% during 2023, from $122K to $151K. Reported net income was $30K.
How have Golden Spiral Management, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Golden Spiral Management, Ltd.'s sponsor-wide assets grew 53.4%, from $122K to $187K.
Where does Golden Spiral Management, Ltd. Retirement Plan rank by assets among Form 5500 filers? ▼
Golden Spiral Management, Ltd. Retirement Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Golden Spiral Management, Ltd. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nerd Crossing 401(k) Plan in CA ($151K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Golden Spiral Management, Ltd. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 853552786.

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.