401(k) · DOL Form 5500 · 2023

Goldbely, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
119
Participants Small participant base
34th
Percentile by assets National rank
$22,562
Avg per participant Low balance/head
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Official DOL plan name: Goldbely 401(k) Plan · Sponsored by Goldbely, Inc. · New York · Food Services & Accommodation

$3M in assets, 119 participants

Goldbely, Inc.'s Goldbely 401(k) Plan reported $3M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,691 in Food Services & Accommodation (3,828 peers)

Coverage in New York

Goldbely 401(k) Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $3M.

#2,691
in Food Services & Accommodation (3,828 peers)
+63.8%
assets growth YoY

Goldbely 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Goldbely 401(k) Plan vs every filed plan by assets

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

$2,684,831 34th percentile higher than 34% 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

Goldbely 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. Goldbely 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldbely 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Goldbely 401(k) Plan reported participants fell from 153 in the plan year 2022 filing to 119 in the plan year 2023 filing.
  • Goldbely 401(k) Plan reported net income rose from $867K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455283537 · Goldbely, Inc. PY 2023 · 401(k)

Goldbely 401(k) Plan · $3M · 119 · 34th

  • BOOK $3M
  • VS-ST 119
  • BOY 34th
  • SCH 401(k)
  • EBSA near Obscurus Inc. 401(k) Plan
  • PART ind #2691

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 Food Services & Accommodation retirement plans → · Plans in New York →

Goldbely 401(k) Plan in the asset neighbourhood

Frontier Community Bank Employees' Retirement PlanFrontier Community Bank Empl…$3M403(b) Thrift Plan for Employees of Sparc Philadelphia403(b) Thrift Plan for Emplo…$3MGoldbely 401(k) Plan$3MObscurus Inc. 401(k) Plan$3MBsk Profit Sharing and 401(k) PlanBsk Profit Sharing and 401(k…$3M
End-of-year total assets ($M) among Goldbely 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN455283537
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldbely, Inc.)

Sponsor-wide plan assets over time

All Goldbely, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 121.39150730458674% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.64M $3.63M ▲ +121.3%
Year Plans Participants Total Assets
2022 1 153 $2M
2023 1 119 $3M
2024 1 108 $4M

Nearby 401(k) Plans in New York

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

Goldbely 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Goldbely 401(k) Plan, Total assets ($B): 0.002684831 · Participants: 119Goldbely 401(k) 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
Goldbely 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Obscurus Inc. 401(k) Plan in MI ($3M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Goldbely 401(k) Plan assets move in 2023?
Goldbely 401(k) Plan surged - up 63.8% during 2023, from $2M to $3M. Reported net income was $1M.
How have Goldbely, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Goldbely, Inc.'s sponsor-wide assets grew 121.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Goldbely 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Obscurus Inc. 401(k) Plan in MI ($3M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Goldbely 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A in assets).