401(k) · DOL Form 5500 · 2023

Global Bondholder Servives 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
40th
Percentile by assets National rank
$767,330
Avg per participant High balance/head
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Official DOL plan name: Global Bondholder Services 401(k) Profit Sharing Plan · Sponsored by Global Bondholder Servives · New York · Finance & Insurance

$4M in assets, 5 participants

Global Bondholder Servives's Global Bondholder Services 401(k) Profit Sharing Plan reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,466 in Finance & Insurance (8,869 peers)

Global Bondholder Servives multi-year trail

Global Bondholder Servives's plans moved +40.7% in assets from 2022 to 2024; this filing shows Global Bondholder Services 401(k) Profit Sharing Plan at $4M / 5 participants.

#2,466
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY

Global Bondholder Services 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Global Bondholder Services 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,836,649 40th percentile higher than 40% 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 Bondholder Services 401(k) Profit Sharing 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. Global Bondholder Services 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Global Bondholder Services 401(k) Profit Sharing Plan reported net income rose from -$344K in the plan year 2022 filing to $686K in the plan year 2023 filing.
  • Global Bondholder Services 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 432004420 · Global Bondholder Servives PY 2023 · 401(k)

Global Bondholder Services 401(k) Profit Sharing Plan · $4M · 5 · 40th

  • ASSETS $4M
  • PCT 5
  • EIN 40th
  • RANK 401(k)
  • PHOTO near Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust
  • IND ind #2466

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 Finance & Insurance retirement plans → · Plans in New York →

Global Bondholder Services 401(k) Profit Sharing Plan in the asset neighbourhood

Global Bondholder Services 401(k) Profit Sharing PlanGlobal Bondholder Services 4…$4MHerdrich Petroleum Corporation 401(k) Profit Sharing Plan and TrustHerdrich Petroleum Corporati…$4MCaruso Homes Employee 401(k) PlanCaruso Homes Employee 401(k)…$4MPruvations Inc 401(k)$4MCorey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral PlanCorey, Luzaich, De Ghetaldi …$4M
End-of-year total assets ($M) among Global Bondholder Services 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Global Bondholder Servives multi-year asset trail

Sponsor-wide plan assets over time

All Global Bondholder Servives plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.65625518820053% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.15M $4.43M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $4M
2024 1 5 $4M

Global Bondholder Servives filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$686K
Employer EIN432004420
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Global Bondholder Services 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Global Bondholder Services 401(k) Profit Sharing Plan, Total assets ($B): 0.003836649 · Participants: 5Global Bondholder Services 401(k) Profit Sharing 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
Global Bondholder Services 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Global Bondholder Services 401(k) Profit Sharing Plan side-by-side with 3 peers →

Global Bondholder Services 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust in IN ($4M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Bondholder Services 401(k) Profit Sharing Plan assets move in 2023? ▼
Global Bondholder Services 401(k) Profit Sharing Plan grew sharply - up 21.8% during 2023, from $3M to $4M. Reported net income was $686K.
How have Global Bondholder Servives plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Bondholder Servives's sponsor-wide assets grew 40.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Global Bondholder Services 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust in IN ($4M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Global Bondholder Services 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 432004420.

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.