401(k) · DOL Form 5500 · 2024
Gold Gerstein Group, LLC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 25
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Gold Gerstein Group, LLC 401(k) Profit Sharing Plan · Sponsored by Gold Gerstein Group, LLC · New Jersey · Professional & Technical Services
$28M in assets, 25 participants
Gold Gerstein Group, LLC's Gold Gerstein Group, LLC 401(k) Profit Sharing Plan reported $28M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #15,369 in Professional & Technical Services (20,173 peers)
Where Gold Gerstein Group, LLC 401(k) Profit Sharing Plan sits by assets
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 25 participants (~$1.1M/participant), down 8.9% in 2024.
- #15,369
- in Professional & Technical Services (20,173 peers)
- -8.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,958,372 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gold Gerstein Group, LLC 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gold Gerstein Group, LLC 401(k) Profit Sharing Plan reported net income fell from $783K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Gold Gerstein Group, LLC 401(k) Profit Sharing Plan reported participants fell from 45 in the plan year 2023 filing to 25 in the plan year 2024 filing.
- Gold Gerstein Group, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $31M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 263584493 · Gold Gerstein Group, LLC PY 2024 · 401(k)
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan · $28M · 25 · 76th
- RANK $28M
- PHOTO 25
- IND 76th
- EOY 401(k)
- 5500 near Qsi, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #15369
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 →
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$3M |
| Employer EIN | 263584493 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gold Gerstein Group, LLC)
Sponsor-wide plan assets over time
All Gold Gerstein Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 6.550380851098179% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $30M |
| 2023 | 1 | 45 | $31M |
| 2024 | 1 | 25 | $28M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Gold Gerstein Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Qsi, Inc. 401(k) Profit Sharing Plan in KY ($28M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Qsi, Inc. 401(k) Profit Sharing Plan (KY) $28M · 845
- Co Architects Retirement Savings Plan (CA) $28M · 145
- Cozen Oconnor Associates 401(k) Plan and Trust (PA) $28M · 293
- The Firestone Polymers Savings Plan (TN) $28M · 175
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Idaho Skin Surgery Center 401(k) Plan (ID) 25 · 0 off
- Cullman Primary Care, P.C. 401(k) Profit Sharing Plan (AL) 25 · 0 off
- Mika Digital Services, Inc. 401(k) Plan (TX) 25 · 0 off
- First State Bank 401(k) Plan (OK) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.