Money Purchase · DOL Form 5500 · 2024
Steven R. Goldberg, Esq. Money Purchase Plan
Data updated 2026-08-11
- $305K
- Total assets
- 1
- Participants
- 14th
- Percentile by assets
- $304,885
- Avg per participant
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.
- 14th percentile by assets (of 123,622 plans)
- #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.
- $305K
- total plan assets (2024 EOY)
- 1
- covered participants
- 14th
- percentile by assets (of 123,622 plans)
- $304,885
- avg assets per participant
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.
Steven R. Goldberg, Esq. across 3 plan years on file
Across the 3 plan years Steven R. Goldberg, Esq. has on file (2022-2024), sponsor-wide plan assets have moved from $233K to $305K, a gain of 30.6%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($305K); trough: 2022 ($233K).
Steven R. Goldberg, Esq. multi-year asset trail
| 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 EIN | 113191988 |
| Plan Effective Date | 1995-10-30 |
| Filing Status | FILING 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
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Steven R. Goldberg, Esq. Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Steven R. Goldberg, Esq. Money Purchase Plan assets move in 2024? ▼
How have Steven R. Goldberg, Esq. plan assets changed over time? ▼
Where does Steven R. Goldberg, Esq. Money Purchase Plan rank by assets among Form 5500 filers? ▼
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Multi-year trail
Ways to act on Steven R. Goldberg, Esq. Money Purchase Plan's numbers.
- By total assets, Steven R. Goldberg, Esq. Money Purchase Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Steven R. Goldberg, Esq.'s sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans