401(k) · DOL Form 5500 · 2023

Goldberg Kohn Ltd. 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
121
Participants Small participant base
92nd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Goldberg Kohn Ltd. Individual Account Plan · Sponsored by Goldberg Kohn Ltd. · Illinois · Professional & Technical Services

$122M in assets, 121 participants

Goldberg Kohn Ltd.'s Goldberg Kohn Ltd. Individual Account Plan reported $122M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,038 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Goldberg Kohn Ltd. Individual Account Plan covers 121 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $122M.

#19,038
in Professional & Technical Services (20,321 peers)
+16.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Goldberg Kohn Ltd. Individual Account Plan's outsized position by total assets

Goldberg Kohn Ltd. Individual Account Plan vs every filed plan by assets

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

$121,744,950 Top 8% higher than 92% 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 Kohn Ltd. Individual Account 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 Kohn Ltd. Individual Account Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldberg Kohn Ltd. Individual Account Plan reported net income rose from -$18M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Goldberg Kohn Ltd. Individual Account Plan end-of-year assets rose from $105M in the plan year 2022 filing to $122M in the plan year 2023 filing.
  • Goldberg Kohn Ltd. Individual Account Plan reported participants rose from 111 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362863762 · Goldberg Kohn Ltd. PY 2023 · 401(k)

Goldberg Kohn Ltd. Individual Account Plan · $122M · 121 · 92nd

  • PART $122M
  • PART 121
  • PART 92nd
  • PART 401(k)
  • PART near Legence 401(k) Profit Sharing Plan
  • PART ind #19038

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 Illinois →

Goldberg Kohn Ltd. Individual Account Plan in the asset neighbourhood

Organogenesis Inc. 401(k) Savings PlanOrganogenesis Inc. 401(k) Sa…$122MLegence 401(k) Profit Sharing PlanLegence 401(k) Profit Sharin…$122MGoldberg Kohn Ltd. Individual Account PlanGoldberg Kohn Ltd. Individua…$122MStolt-Nielsen US 401(k) Savings PlanStolt-Nielsen US 401(k) Savi…$122MUniversal Insurance Company Profit Sharing and Savings PlanUniversal Insurance Company …$122M
End-of-year total assets ($M) among Goldberg Kohn Ltd. Individual Account Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$122M
Net Income$17M
Employer EIN362863762
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldberg Kohn Ltd.)

Sponsor-wide plan assets over time

All Goldberg Kohn Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$132M 25.879378137272468% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $105M $132M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 111 $105M
2023 1 121 $122M
2024 1 118 $132M

Nearby 401(k) Plans in Illinois

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

Goldberg Kohn Ltd. Individual Account Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Goldberg Kohn Ltd. Individual Account Plan, Total assets ($B): 0.12174495 · Participants: 121Goldberg Kohn Ltd. Individual Account PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Goldberg Kohn Ltd. Individual Account Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Goldberg Kohn Ltd. Individual Account Plan side-by-side with 3 peers →

Goldberg Kohn Ltd. Individual Account Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Legence 401(k) Profit Sharing Plan in CA ($122M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Kohn Ltd. Individual Account Plan assets move in 2023? ▼
Goldberg Kohn Ltd. Individual Account Plan grew sharply - up 16.2% during 2023, from $105M to $122M. Reported net income was $17M.
How have Goldberg Kohn Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldberg Kohn Ltd.'s sponsor-wide assets grew 25.9%, from $105M to $132M.
Where does Goldberg Kohn Ltd. Individual Account Plan rank by assets among Form 5500 filers? ▼
Goldberg Kohn Ltd. Individual Account Plan ranks in the 92nd 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 Kohn Ltd. Individual Account Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legence 401(k) Profit Sharing Plan in CA ($122M, 2,726 participants).
Which 401(k) plans cover a similar participant headcount to Goldberg Kohn Ltd. Individual Account Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 362863762.

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.