Money Purchase · DOL Form 5500 · 2024

Steven R. Goldberg, Esq. Money Purchase Plan

Data updated 2026-08-25

$305K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$304,885
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven R. Goldberg, Esq. Money Purchase Plan · Sponsored by Steven R. Goldberg, Esq. · New Jersey · Professional & Technical Services

$305K in assets, 1 participants

Steven R. Goldberg, Esq.'s Steven R. Goldberg, Esq. Money Purchase Plan reported $305K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,157 in Professional & Technical Services (20,173 peers)

Steven R. Goldberg, Esq. multi-year trail

Steven R. Goldberg, Esq.'s plans moved +30.6% in assets from 2022 to 2024; this filing shows Steven R. Goldberg, Esq. Money Purchase Plan at $305K / 1 participant.

#2,157
in Professional & Technical Services (20,173 peers)
+2.8%
assets growth YoY

Steven R. Goldberg, Esq. Money Purchase Plan among the smaller filed plans by assets

Steven R. Goldberg, Esq. Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$304,885 14th percentile higher than 14% of 123,620 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 2024

Steven R. Goldberg, Esq. Money Purchase Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven R. Goldberg, Esq. Money Purchase Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steven R. Goldberg, Esq. Money Purchase Plan reported net income fell from $63K in the plan year 2023 filing to $8K in the plan year 2024 filing.
  • Steven R. Goldberg, Esq. Money Purchase Plan end-of-year assets rose from $297K in the plan year 2023 filing to $305K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 113191988 · Steven R. Goldberg, Esq. PY 2024 · Money Purchase

Steven R. Goldberg, Esq. Money Purchase Plan · $305K · 1 · 14th

  • SCH $305K
  • SCH 1
  • SCH 14th
  • SCH Money Purchase
  • SCH near Cohen, Frankel & Ruggiero LLP-Money Purchase Plan
  • SCH ind #2157

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Steven R. Goldberg, Esq. Money Purchase Plan in the asset neighbourhood

Cohen, Frankel & Ruggiero LLP-Money Purchase PlanCohen, Frankel & Ruggiero LL…$306KRetirement Plan of Richard P. Mellon 1940 TrustRetirement Plan of Richard P…$308KRetirement Plan of Seward Prosser Mellon 1942 TrustRetirement Plan of Seward Pr…$308KSteven R. Goldberg, Esq. Money Purchase PlanSteven R. Goldberg, Esq. Mon…$305KCi Capital Partners, LLC Money Purchase PlanCi Capital Partners, LLC Mon…$304K
End-of-year total assets ($M) among Steven R. Goldberg, Esq. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Steven R. Goldberg, Esq. multi-year asset trail

Sponsor-wide plan assets over time

All Steven R. Goldberg, Esq. plans reported in each filing year

Latest sponsor-wide plan assets
$305K 30.604175769570176% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.23M $0.3M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 1 $233K
2023 1 1 $297K
2024 1 1 $305K

Steven R. Goldberg, Esq. filing trail (2024)

Total Assets (Beginning of Year)$297K
Net Assets (End of Year)$305K
Net Income$8K
Employer EIN113191988
Plan Effective Date1995-10-30
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Steven R. Goldberg, Esq. Money Purchase Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Steven R. Goldberg, Esq. Money Purchase Plan, Total assets ($B): 0.000304885 · Participants: 1Steven R. Goldberg, Esq. Money Purchase PlanPrinceton University Retirement Plan, Total assets ($B): 2.402818313 · Participants: 8833Princeton University Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($B): 0.97127775 · Participants: 5385Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($B): 0.936178353 · Participants: 4689Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($B): 0.593062355 · Participants: 3097Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($B): 0.394941492 · Participants: 1148Ironworkers Local 11 Annuity Fund
Steven R. Goldberg, Esq. Money Purchase Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Steven R. Goldberg, Esq. Money Purchase Plan side-by-side with 3 peers →

Steven R. Goldberg, Esq. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Cohen, Frankel & Ruggiero LLP-Money Purchase Plan in NY ($306K); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steven R. Goldberg, Esq. Money Purchase Plan assets move in 2024? ▼
Steven R. Goldberg, Esq. Money Purchase Plan edged up modestly - up 2.8% during 2024, from $297K to $305K. Reported net income was $8K.
How have Steven R. Goldberg, Esq. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven R. Goldberg, Esq.'s sponsor-wide assets grew 30.6%, from $233K to $305K.
Where does Steven R. Goldberg, Esq. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Steven R. Goldberg, Esq. Money Purchase Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Steven R. Goldberg, Esq. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Cohen, Frankel & Ruggiero LLP-Money Purchase Plan in NY ($306K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Steven R. Goldberg, Esq. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113191988.

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.