401(k) · DOL Form 5500 · 2023

Gould, Kobrick & Schlapp, PC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
20
Participants Small participant base
44th
Percentile by assets National rank
$248,486
Avg per participant Above avg balance/head
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Official DOL plan name: Gould, Kobrick & Schlapp, PC Profit Sharing Plan · Sponsored by Gould, Kobrick & Schlapp, PC · New York · Professional & Technical Services

$5M in assets, 20 participants

Gould, Kobrick & Schlapp, PC's Gould, Kobrick & Schlapp, PC Profit Sharing Plan reported $5M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,538 in Professional & Technical Services (20,321 peers)

Gould, Kobrick & Schlapp, PC multi-year trail

Gould, Kobrick & Schlapp, PC's plans moved +48.0% in assets from 2022 to 2024; this filing shows Gould, Kobrick & Schlapp, PC Profit Sharing Plan at $5M / 20 participants.

#8,538
in Professional & Technical Services (20,321 peers)
+22.1%
assets growth YoY

Gould, Kobrick & Schlapp, PC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gould, Kobrick & Schlapp, PC Profit Sharing Plan vs every filed plan by assets

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

$4,969,716 44th percentile higher than 44% 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

Gould, Kobrick & Schlapp, PC Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gould, Kobrick & Schlapp, PC Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gould, Kobrick & Schlapp, PC Profit Sharing Plan reported net income rose from -$367K in the plan year 2022 filing to $901K in the plan year 2023 filing.
  • Gould, Kobrick & Schlapp, PC Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Gould, Kobrick & Schlapp, PC Profit Sharing Plan reported participants rose from 19 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133082707 · Gould, Kobrick & Schlapp, PC PY 2023 · 401(k)

Gould, Kobrick & Schlapp, PC Profit Sharing Plan · $5M · 20 · 44th

  • EIN $5M
  • RANK 20
  • PHOTO 44th
  • IND 401(k)
  • EOY near Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #8538

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 →

Gould, Kobrick & Schlapp, PC Profit Sharing Plan in the asset neighbourhood

Gould, Kobrick & Schlapp, PC Profit Sharing PlanGould, Kobrick & Schlapp, PC…$5MWolman Wealth Management, Inc. 401(k) Profit Sharing PlanWolman Wealth Management, In…$5MQuility 401(k) Retirement PlanQuility 401(k) Retirement Pl…$5MThe George R. Brown Partnership Thrift PlanThe George R. Brown Partners…$5MSchoox 401(k) Plan$5M
End-of-year total assets ($M) among Gould, Kobrick & Schlapp, PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gould, Kobrick & Schlapp, PC multi-year asset trail

Sponsor-wide plan assets over time

All Gould, Kobrick & Schlapp, PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.01733161973567% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.07M $6.02M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 19 $4M
2023 1 20 $5M
2024 1 20 $6M

Gould, Kobrick & Schlapp, PC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$901K
Employer EIN133082707
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Gould, Kobrick & Schlapp, PC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gould, Kobrick & Schlapp, PC Profit Sharing Plan, Total assets ($B): 0.004969716 · Participants: 20Gould, Kobrick & Schlapp, PC 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
Gould, Kobrick & Schlapp, PC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gould, Kobrick & Schlapp, PC Profit Sharing Plan side-by-side with 3 peers →

Gould, Kobrick & Schlapp, PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Far Properties and Associated Companies 401(k) Plan in PR (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Gould, Kobrick & Schlapp, PC Profit Sharing Plan assets move in 2023? ▼
Gould, Kobrick & Schlapp, PC Profit Sharing Plan grew sharply - up 22.1% during 2023, from $4M to $5M. Reported net income was $901K.
How have Gould, Kobrick & Schlapp, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gould, Kobrick & Schlapp, PC's sponsor-wide assets grew 48.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Gould, Kobrick & Schlapp, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan in CA ($5M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Gould, Kobrick & Schlapp, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Far Properties and Associated Companies 401(k) Plan in PR (20 participants, $2M 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 133082707.

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.