401(k) · DOL Form 5500 · 2024

Goldbely, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
108
Participants Small participant base
37th
Percentile by assets National rank
$33,603
Avg per participant Low balance/head
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Official DOL plan name: Goldbely 401(k) Plan · Sponsored by Goldbely, Inc. · New York · Food Services & Accommodation

$4M in assets, 108 participants

Goldbely, Inc.'s Goldbely 401(k) Plan reported $4M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,648 in Food Services & Accommodation (3,672 peers)

Coverage in New York

Goldbely 401(k) Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $4M.

#2,648
in Food Services & Accommodation (3,672 peers)
+35.2%
assets growth YoY

Goldbely 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Goldbely 401(k) Plan vs every filed plan by assets

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

$3,629,147 37th percentile higher than 37% 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

Goldbely 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goldbely 401(k) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goldbely 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Goldbely 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $944K in the plan year 2024 filing.
  • Goldbely 401(k) Plan reported participants fell from 119 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 455283537 · Goldbely, Inc. PY 2024 · 401(k)

Goldbely 401(k) Plan · $4M · 108 · 37th

  • ASSETS $4M
  • PCT 108
  • EIN 37th
  • RANK 401(k)
  • PHOTO near Touchstone Research Inc 401(k) Profit Sharing Plan & Trust
  • IND ind #2648

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 Food Services & Accommodation retirement plans → · Plans in New York →

Goldbely 401(k) Plan in the asset neighbourhood

Goldbely 401(k) Plan$4MTouchstone Research Inc 401(k) Profit Sharing Plan & TrustTouchstone Research Inc 401(…$4MThe Tobin Group 401(k) Plan$4MThe Timberland Group 401(k) PlanThe Timberland Group 401(k) …$4MRoscoe Brown, Inc. 401(k) PlanRoscoe Brown, Inc. 401(k) Pl…$4M
End-of-year total assets ($M) among Goldbely 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$944K
Employer EIN455283537
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldbely, Inc.)

Sponsor-wide plan assets over time

All Goldbely, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 121.39150730458674% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.64M $3.63M ▲ +121.3%
Year Plans Participants Total Assets
2022 1 153 $2M
2023 1 119 $3M
2024 1 108 $4M

Nearby 401(k) Plans in New York

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

Goldbely 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Goldbely 401(k) Plan, Total assets ($B): 0.003629147 · Participants: 108Goldbely 401(k) PlanIBM 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
Goldbely 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Goldbely 401(k) Plan side-by-side with 3 peers →

Goldbely 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Touchstone Research Inc 401(k) Profit Sharing Plan & Trust in CT ($4M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Goldbely 401(k) Plan assets move in 2024? ▼
Goldbely 401(k) Plan surged - up 35.2% during 2024, from $3M to $4M. Reported net income was $944K.
How have Goldbely, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldbely, Inc.'s sponsor-wide assets grew 121.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Goldbely 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Touchstone Research Inc 401(k) Profit Sharing Plan & Trust in CT ($4M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Goldbely 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M 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 455283537.

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.