Defined Benefit (Pension) · DOL Form 5500 · 2023
Golub Corporation Pension Plan
Data updated 2026-08-25
- $370M
- Total assets Above avg plan size
- 7,981
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $46,351
- Avg per participant Low balance/head
Official DOL plan name: Golub Corporation Employees Retirement Plan · Sponsored by Golub Corporation · New York · Retail Trade
$370M in assets, 7,981 participants
Golub Corporation's Golub Corporation Employees Retirement Plan reported $370M in total assets and 7,981 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,248 in Retail Trade (8,414 peers)
Coverage in New York
Golub Corporation Employees Retirement Plan covers 7,981 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $370M.
- #8,248
- in Retail Trade (8,414 peers)
- +1.7%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Golub Corporation Employees Retirement Plan's outsized position by total assets
Golub Corporation Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$369,927,147 Top 3% higher than 97% 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 Corporation Employees Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Golub Corporation Employees Retirement Plan lands in the large band (7,981 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Golub Corporation Employees Retirement Plan reported net income rose from -$27M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Golub Corporation Employees Retirement Plan reported participants fell from 8,453 in the plan year 2022 filing to 7,981 in the plan year 2023 filing.
- Golub Corporation Employees Retirement Plan end-of-year assets rose from $364M in the plan year 2022 filing to $370M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 140724820 · Golub Corporation PY 2023 · Defined Benefit (Pension)
Golub Corporation Employees Retirement Plan · $370M · 7,981 · 97th
- EBSA $370M
- PART 7,981
- TYPE 97th
- NET Defined Benefit (Pension)
- BOOK near Retirement Plan of Murphy Oil Corporation
- VS-ST ind #8248
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 Employees Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $364M |
|---|---|
| Net Assets (End of Year) | $370M |
| Net Income | $6M |
| Employer EIN | 140724820 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golub Corporation)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 29,974 | $602M |
| 2023 | 3 | 14,681 | $489M |
| 2024 | 3 | 11,690 | $480M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Scale composition for Golub Corporation Employees Retirement Plan
Golub Corporation Employees Retirement Plan reports $370M in end-of-year assets across 7,981 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $46,351 per participant (34% of the national average assets-per-participant) . Net income for plan year 2023 was $6M.
This plan identity (EIN 140724820, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $364M to $366M (+0.8%) while covered participants moved from 8,453 to 6,531 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,453 | $364M | Open filing |
| 2023 | 7,981 | $370M | This page |
| 2024 · index core | 6,531 | $366M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Golub Corporation Employees Retirement Plan (Defined Benefit (Pension), $366M, 6,531 participants)
- Golub Corporation Profit Sharing Plan (Profit Sharing, $99M, 5,144 participants)
Golub Corporation Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Murphy Oil Corporation in TX ($370M); by covered participants it is Operating Engineers' Local 324 Pension Fund in MI (7,993 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($370M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,981 participants); asset peers above are excluded.
- Operating Engineers' Local 324 Pension Fund (MI) 7,993 · 12 off
- Southern California Gas Company Pension Plan (CA) 8,002 · 21 off
- Georgia-Pacific LLC Hourly Pension Plan (GA) 7,873 · 108 off
- Medtronic Retirement Plan for Certain Participants and Beneficiaries (MN) 7,871 · 110 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.