Defined Benefit (Pension) · DOL Form 5500 · 2023
Golub Corporation Pension Plan
Data updated 2026-08-11
- $370M
- Total assets
- 7,981
- Participants
- 97th
- Percentile by assets
- $46,351
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $370M
- total plan assets (2023 EOY)
- 7,981
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $46,351
- avg assets per participant
Where Golub Corporation Employees Retirement Plan sits 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
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Golub Corporation Employees Retirement Plan reports 7,981 participants - 10x that state average ($370M EOY assets).
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)
| 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.
Golub Corporation Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Golub Corporation Employees Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Golub Corporation Employees Retirement Plan assets move in 2023? ▼
How have Golub Corporation plan assets changed over time? ▼
Where does Golub Corporation Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Golub Corporation Employees Retirement Plan? ▼
Next read for Golub Corporation Employees Retirement P…
Filing takeaways
Ways to act on Golub Corporation Employees Retirement Plan's numbers.
- By total assets, Golub Corporation Employees Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Golub Corporation's sponsor-wide assets have declined 20.2% since 2022 across 3 plan years on file. More Retail Trade plans