401(k) · DOL Form 5500 · 2023

Golub & Company, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 120
Participants Small participant base: 72nd
Percentile by assets National rank: $157,541
Avg per participant Above avg balance/head

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Official DOL plan name: Golub & Company, LLC 401(k) Plan · Sponsored by Golub & Company, LLC · Illinois · Real Estate

$19M in assets, 120 participants

Golub & Company, LLC's Golub & Company, LLC 401(k) Plan reported $19M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

#4,058 in Real Estate (4,727 peers)

Coverage in Illinois

Golub & Company, LLC 401(k) Plan covers 120 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#4,058
in Real Estate (4,727 peers): +14.9%
assets growth YoY

Golub & Company, LLC 401(k) Plan's outsized position by total assets

Golub & Company, LLC 401(k) Plan vs every filed plan by assets

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

$18,904,874 Top 28% higher than 72% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Golub & Company, LLC 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. Golub & Company, LLC 401(k) Plan sits mid-pack in the medium band (120 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Golub & Company, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Golub & Company, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Golub & Company, LLC 401(k) Plan reported participants fell from 131 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113765623 · Golub & Company, LLC PY 2023 · 401(k)

Golub & Company, LLC 401(k) Plan · $19M · 120 · 72nd

ASSETS $19M
PCT 120
EIN 72nd
RANK 401(k)
PHOTO near Stanley D. Lindsey & Associates, Ltd. 401(k) Plan
IND ind #4058

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 Real Estate retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Golub & Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$19M
Net Income	$2M
Employer EIN	113765623
Plan Effective Date	1994-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Golub & Company, LLC)

Latest sponsor-wide plan assets: $19M 16.43176763964006% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	131	$16M
2023	1	120	$19M
2024	1	114	$19M

Nearby 401(k) Plans in Illinois

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

Golub & Company, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Golub & Company, LLC 401(k) Plan side-by-side with 3 peers →

Golub & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Stanley D. Lindsey & Associates, Ltd. 401(k) Plan in TN ($19M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Stanley D. Lindsey & Associates, Ltd. 401(k) Plan (TN) $19M · 63
Met-Con Companies 401(k) Plan (MN) $19M · 194
Adams Beverages 401(k)Plan (AL) $19M · 681
Charleston Gastro Specialists, P.a. Profit Sharing 401(k) Plan (SC) $19M · 169

Similar participant headcount

Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.

Southgroup 401(k) Plan (MS) 120 · 0 off
Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
Sloat Garden Center, Inc. Profit Sharing Plan (CA) 120 · 0 off
C S T & T Co. 401(k) Plan (NY) 120 · 0 off

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 Golub & Company, LLC 401(k) Plan assets move in 2023? ▼

Golub & Company, LLC 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $16M to $19M. Reported net income was $2M.

How have Golub & Company, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Golub & Company, LLC's sponsor-wide assets grew 16.4%, from $16M to $19M.

Which 401(k) plans are similar in size to Golub & Company, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Stanley D. Lindsey & Associates, Ltd. 401(k) Plan in TN ($19M, 63 participants).

Which 401(k) plans cover a similar participant headcount to Golub & Company, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 113765623.