401(k) · DOL Form 5500 · 2024

Gollust Management, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
3
Participants Small participant base
75th
Percentile by assets National rank
$8.8M
Avg per participant High balance/head
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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.

  • #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.

#5,294
in Finance & Insurance (8,549 peers)
-1.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Gollust Management, Inc. 401(k)'s outsized position 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 $2,050,000,000 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

Gollust Management, Inc. 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gollust Management, Inc. 401(k) is a micro filing (3 participants), the leftmost band.

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 →

Form 5500 schedule snapshot

Filing strip 133923486 · Gollust Management, Inc. PY 2024 · 401(k)

Gollust Management, Inc. 401(k) · $26M · 3 · 75th

  • PCT $26M
  • PCT 3
  • PCT 75th
  • PCT 401(k)
  • PCT near Amalgamated Bank of Chicago Salaried Employees' Profit Sharing Plan
  • PCT ind #5294

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 Finance & Insurance retirement plans → · Plans in New York →

Gollust Management, Inc. 401(k) in the asset neighbourhood

Gollust Management, Inc. 401(k)Gollust Management, Inc. 401…$26MAmalgamated Bank of Chicago Salaried Employees' Profit Sharing PlanAmalgamated Bank of Chicago …$26MWaterford Hotel Group, LLC 401(k) Savings PlanWaterford Hotel Group, LLC 4…$26MThe Trustees of Reservations 401(k) Retirement PlanThe Trustees of Reservations…$26MOaks 401(k) Plan and Trust$26M
End-of-year total assets ($M) among Gollust Management, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Gollust Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 15.328004452462288% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $31.3M $26.5M ▼ -15.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gollust Management, Inc. 401(k), Total assets ($B): 0.026471514 · Participants: 3Gollust Management, Inc. 401(k)IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Gollust Management, Inc. 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gollust Management, Inc. 401(k) side-by-side with 3 peers →

Gollust Management, Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Amalgamated Bank of Chicago Salaried Employees' Profit Sharing Plan in IL ($26M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 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).
Which 401(k) plans cover a similar participant headcount to Gollust Management, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 133923486.

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.