401(k) · DOL Form 5500 · 2023

Goldberg & Osborne LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
114
Participants Small participant base
59th
Percentile by assets National rank
$88,252
Avg per participant Below avg balance/head
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Official DOL plan name: Goldberg & Osborne 401(k) Plan · Sponsored by Goldberg & Osborne LLP · Arizona · Professional & Technical Services

$10M in assets, 114 participants

Goldberg & Osborne LLP's Goldberg & Osborne 401(k) Plan reported $10M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,649 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Goldberg & Osborne 401(k) Plan covers 114 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $10M.

#11,649
in Professional & Technical Services (20,321 peers)
+16.1%
assets growth YoY

Goldberg & Osborne 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Goldberg & Osborne 401(k) Plan vs every filed plan by assets

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

$10,060,745 Top 41% higher than 59% 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 & Osborne 401(k) 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 & Osborne 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldberg & Osborne 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Goldberg & Osborne 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Goldberg & Osborne 401(k) Plan reported participants fell from 123 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860625199 · Goldberg & Osborne LLP PY 2023 · 401(k)

Goldberg & Osborne 401(k) Plan · $10M · 114 · 59th

  • EBSA $10M
  • EBSA 114
  • EBSA 59th
  • EBSA 401(k)
  • EBSA near Fry-Wagner Company Employees' Savings Plan
  • EBSA ind #11649

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 Arizona →

Goldberg & Osborne 401(k) Plan in the asset neighbourhood

Goldberg & Osborne 401(k) PlanGoldberg & Osborne 401(k) Pl…$10MFry-Wagner Company Employees' Savings PlanFry-Wagner Company Employees…$10MEmergent Space Technologies, Inc. 401(k) PlanEmergent Space Technologies,…$10MCenexel Clinical Research, Inc. 401(k) PlanCenexel Clinical Research, I…$10MHillcrest Foodservice 401(k) PlanHillcrest Foodservice 401(k)…$10M
End-of-year total assets ($M) among Goldberg & Osborne 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN860625199
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldberg & Osborne LLP)

Sponsor-wide plan assets over time

All Goldberg & Osborne LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.721344747399327% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.66M $9.42M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 123 $9M
2023 1 114 $10M
2024 1 90 $9M

Nearby 401(k) Plans in Arizona

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

Goldberg & Osborne 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Goldberg & Osborne 401(k) Plan, Total assets ($B): 0.010060745 · Participants: 114Goldberg & Osborne 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Goldberg & Osborne 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Goldberg & Osborne 401(k) Plan side-by-side with 3 peers →

Goldberg & Osborne 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Fry-Wagner Company Employees' Savings Plan in KS ($10M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 & Osborne 401(k) Plan assets move in 2023? ▼
Goldberg & Osborne 401(k) Plan grew sharply - up 16.1% during 2023, from $9M to $10M. Reported net income was $1M.
How have Goldberg & Osborne LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldberg & Osborne LLP's sponsor-wide assets grew 8.7%, from $9M to $9M.
Which 401(k) plans are similar in size to Goldberg & Osborne 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fry-Wagner Company Employees' Savings Plan in KS ($10M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Goldberg & Osborne 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 860625199.

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.