Defined Benefit (Pension) · DOL Form 5500 · 2023

Golub Corporation Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
22
Participants Small participant base
68th
Percentile by assets National rank
$703,308
Avg per participant High balance/head
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Official DOL plan name: Golub Corporation Qualified Security Plan · Sponsored by Golub Corporation · New York · Retail Trade

$15M in assets, 22 participants

Golub Corporation's Golub Corporation Qualified Security Plan reported $15M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,602 in Retail Trade (8,414 peers)

Golub Corporation multi-year trail

Golub Corporation's plans moved -20.2% in assets from 2022 to 2024; this filing shows Golub Corporation Qualified Security Plan at $15M / 22 participants.

#6,602
in Retail Trade (8,414 peers)
+0.4%
assets growth YoY

Golub Corporation Qualified Security Plan's outsized position by total assets

Golub Corporation Qualified Security Plan vs every filed plan by assets

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

$15,472,768 Top 32% higher than 68% 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

Golub Corporation Qualified Security 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. Golub Corporation Qualified Security Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Golub Corporation Qualified Security Plan reported net income rose from -$1M in the plan year 2022 filing to $56K in the plan year 2023 filing.
  • Golub Corporation Qualified Security Plan reported participants fell from 27 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 140724820 · Golub Corporation PY 2023 · Defined Benefit (Pension)

Golub Corporation Qualified Security Plan · $15M · 22 · 68th

  • 5500 $15M
  • ASSETS 22
  • PCT 68th
  • EIN Defined Benefit (Pension)
  • RANK near Gulf Coast Educators Fcu Employees' Pension Plan
  • PHOTO ind #6602

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 Retail Trade retirement plans → · Plans in New York →

Golub Corporation Qualified Security Plan in the asset neighbourhood

Golub Corporation Qualified Security PlanGolub Corporation Qualified …$15MGulf Coast Educators Fcu Employees' Pension PlanGulf Coast Educators Fcu Emp…$15MSba Master Defined Benefit Pension Plan for First National BankSba Master Defined Benefit P…$15MCarepoint Health, LLC Cash Balance PlanCarepoint Health, LLC Cash B…$15MGlobal Partners LP Pension PlanGlobal Partners LP Pension P…$15M
End-of-year total assets ($M) among Golub Corporation Qualified Security Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Golub Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Golub Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$480M 20.157031544522088% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $602M $480M ▼ -20.2%
Year Plans Participants Total Assets
2022 4 29,974 $602M
2023 3 14,681 $489M
2024 3 11,690 $480M

Golub Corporation filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$56K
Employer EIN140724820
Plan Effective Date1987-12-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Golub Corporation Qualified Security Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Golub Corporation Qualified Security Plan, Total assets ($B): 0.015472768 · Participants: 22Golub Corporation Qualified Security PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Golub Corporation Qualified Security Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Golub Corporation Qualified Security Plan side-by-side with 3 peers →

Golub Corporation Qualified Security Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Gulf Coast Educators Fcu Employees' Pension Plan in TX ($15M); by covered participants it is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Golub Corporation Qualified Security Plan assets move in 2023? ▼
Golub Corporation Qualified Security Plan held essentially flat - up 0.4% during 2023, from $15M to $15M. Reported net income was $56K.
How have Golub Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Golub Corporation's sponsor-wide assets declined 20.2%, from $602M to $480M.
Which Defined Benefit (Pension) plans are similar in size to Golub Corporation Qualified Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gulf Coast Educators Fcu Employees' Pension Plan in TX ($15M, 132 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Golub Corporation Qualified Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 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 140724820.

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.