401(k) · DOL Form 5500 · 2023

Goldberg Segalla LLP 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
834
Participants Near avg headcount
91st
Percentile by assets National rank
$116,433
Avg per participant Below avg balance/head
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Official DOL plan name: Goldberg Segalla Retirement Savings Plan · Sponsored by Goldberg Segalla LLP · New York · Professional & Technical Services

$97M in assets, 834 participants

Goldberg Segalla LLP's Goldberg Segalla Retirement Savings Plan reported $97M in total assets and 834 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,751 in Professional & Technical Services (20,321 peers)

Where Goldberg Segalla Retirement Savings Plan sits by assets

Goldberg Segalla Retirement Savings Plan sits in the top 10% of all filed plans by assets, $97M for 834 participants (~$116,433/participant), up 24.2% in 2023.

#18,751
in Professional & Technical Services (20,321 peers)
+24.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Goldberg Segalla Retirement Savings Plan's outsized position by total assets

Goldberg Segalla Retirement Savings Plan vs every filed plan by assets

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

$97,105,158 Top 9% higher than 91% 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 Segalla Retirement Savings 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. Goldberg Segalla Retirement Savings Plan sits mid-pack in the medium band (834 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldberg Segalla Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Goldberg Segalla Retirement Savings Plan end-of-year assets rose from $78M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Goldberg Segalla Retirement Savings Plan reported participants rose from 825 in the plan year 2022 filing to 834 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161603155 · Goldberg Segalla LLP PY 2023 · 401(k)

Goldberg Segalla Retirement Savings Plan · $97M · 834 · 91st

  • IND $97M
  • EOY 834
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Ashton Woods Homes Retirement Savings Plan
  • EIN ind #18751

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 Segalla Retirement Savings Plan in the asset neighbourhood

Cardinal Financial Company, Limited Partnership 401(k) Retirement PlanCardinal Financial Company, …$97MGoldberg Segalla Retirement Savings PlanGoldberg Segalla Retirement …$97MAshton Woods Homes Retirement Savings PlanAshton Woods Homes Retiremen…$97MStrattec Security Corporation Employee Savings and Investment PlanStrattec Security Corporatio…$97MWwex Retirement Plan$97M
End-of-year total assets ($M) among Goldberg Segalla Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$97M
Net Income$19M
Employer EIN161603155
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldberg Segalla LLP)

Sponsor-wide plan assets over time

All Goldberg Segalla LLP plans reported in each filing year

Latest sponsor-wide plan assets
$112M 43.875265456259775% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $78.2M $112M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 825 $78M
2023 1 834 $97M
2024 1 886 $112M

Nearby 401(k) Plans in New York

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

Goldberg Segalla Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Goldberg Segalla Retirement Savings Plan, Total assets ($B): 0.097105158 · Participants: 834Goldberg Segalla Retirement Savings 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 Segalla Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Goldberg Segalla Retirement Savings Plan side-by-side with 3 peers →

Goldberg Segalla Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ashton Woods Homes Retirement Savings Plan in GA ($97M); by covered participants it is Rue Gilt Groupe 401(k) Plan in MA (834 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (834 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 Segalla Retirement Savings Plan assets move in 2023? ▼
Goldberg Segalla Retirement Savings Plan grew sharply - up 24.2% during 2023, from $78M to $97M. Reported net income was $19M.
How have Goldberg Segalla LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldberg Segalla LLP's sponsor-wide assets grew 43.9%, from $78M to $112M.
Where does Goldberg Segalla Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Goldberg Segalla Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Goldberg Segalla Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ashton Woods Homes Retirement Savings Plan in GA ($97M, 1,109 participants).
Which 401(k) plans cover a similar participant headcount to Goldberg Segalla Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rue Gilt Groupe 401(k) Plan in MA (834 participants, $45M 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 161603155.

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.