401(k) · DOL Form 5500 · 2024

Gollust Management, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
3
Participants
75th
Percentile by assets
$8.8M
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Gollust Management, Inc. 401(k) · Sponsored by Gollust Management, Inc. · New York · Finance & Insurance

$26M in assets, 3 participants

Gollust Management, Inc.'s Gollust Management, Inc. 401(k) reported $26M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 123,622 plans)
  • #5,294 in Finance & Insurance (8,549 peers)

Where Gollust Management, Inc. 401(k) sits by assets

Gollust Management, Inc. 401(k) sits in the top quartile of all filed plans by assets, $26M for 3 participants (~$8.8M/participant), down 1.2% in 2024.

$26M
total plan assets (2024 EOY)
3
covered participants
75th
percentile by assets (of 123,622 plans)
$8.8M
avg assets per participant

The plan reported a net loss of $316K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Gollust Management, Inc. 401(k) sits by total assets

Gollust Management, Inc. 401(k) vs every filed plan by assets

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

$26,471,514 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gollust Management, Inc. 401(k) reported net income rose from -$4M in the plan year 2023 filing to -$316K in the plan year 2024 filing.
  • Gollust Management, Inc. 401(k) end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Gollust Management, Inc. 401(k) vs the 2024 asset distribution

By assets, Gollust Management, Inc. 401(k) outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$316K
Employer EIN133923486
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gollust Management, Inc.)

$24M$26M$28M$30M$32M 202220232024 $31.3M $26.5M ▼ -15.3%
Total plan assets by year, all Gollust Management, Inc. plans on file
Year Plans Participants Total Assets
2022 1 3 $31M
2023 1 3 $27M
2024 1 3 $26M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gollust Management, Inc. 401(k) vs. nearby 401(k) plans in New York, assets vs. participants

Gollust Management, Inc. 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gollust Management, …IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
Gollust Management, Inc. 401(k) vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gollust Management, Inc. 401(k) by total assets, not by location.

Frequently Asked Questions

How did Gollust Management, Inc. 401(k) assets move in 2024?
Gollust Management, Inc. 401(k) edged down modestly - down 1.2% during 2024, from $27M to $26M. Reported net income was -$316K.
How have Gollust Management, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Gollust Management, Inc.'s sponsor-wide assets declined 15.3%, from $31M to $26M.
Where does Gollust Management, Inc. 401(k) rank by assets among Form 5500 filers?
Gollust Management, Inc. 401(k) ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gollust Management, Inc. 401(k)?
Among 401(k) plans in other states, the closest by assets is Amalgamated Bank of Chicago Salaried Employees' Profit Sharing Plan in IL ($26M, 135 participants).

Next read for Gollust Management, Inc. 401(k)

Scale reading

Ways to act on Gollust Management, Inc. 401(k)'s numbers.