Profit Sharing · DOL Form 5500 · 2024

Goldfarb & Fleece LLP Profit Sharing Plan

Data updated 2026-07-24

$49M
Total assets: 38
Participants: 84th
Percentile by assets: $1.3M
Avg per participant

Official DOL plan name: Goldfarb & Fleece LLP Profit Sharing Plan · Sponsored by Goldfarb & Fleece LLP · New York · Professional & Technical Services

$49M in assets, 38 participants

Goldfarb & Fleece LLP's Goldfarb & Fleece LLP Profit Sharing Plan reported $49M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

84th percentile by assets (of 116,472 plans)

Where Goldfarb & Fleece LLP Profit Sharing Plan sits by assets

Goldfarb & Fleece LLP Profit Sharing Plan sits in the top quartile of all filed plans by assets, $49M for 38 participants (~$1.3M/participant), up 25.1% in 2024.

$49M
total plan assets (2024 EOY): 38
covered participants: 84th
percentile by assets (of 116,472 plans): $1.3M
avg assets per participant

Goldfarb & Fleece LLP Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2023 filing to $49M in the plan year 2024 filing.
Goldfarb & Fleece LLP Profit Sharing Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Goldfarb & Fleece LLP Profit Sharing Plan reported participants rose from 34 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Professional & Technical Services

Goldfarb & Fleece LLP Profit Sharing Plan vs the 2024 asset distribution

By assets, Goldfarb & Fleece LLP Profit Sharing Plan outranks 84% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$39M
Net Assets (End of Year)	$49M
Net Income	$10M
Employer EIN	130780370
Plan Effective Date	1968-12-27
Filing Status	FILING RECEIVED

Sponsor Plan History (Goldfarb & Fleece LLP)

Total plan assets by year, all Goldfarb & Fleece LLP plans on file

Year	Plans	Participants	Total Assets
2022	1	37	$31M
2023	1	34	$39M
2024	1	38	$49M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Goldfarb & Fleece LLP Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Goldfarb & Fleece LLP Profit Sharing Pla… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Goldfarb & Fleece LLP Profit Sharing Plan by total assets, not by location.

M R Sheet Metal Mfg Inc Profit Sharing Plan Trust (AZ) $49M · 25
Mgt Impact Solutions, LLC 401 (K) Profit Sharing Plan and Trust (FL) $49M · 631
Arcare Retirement Plan (AR) $49M · 1,309
Piedmont National Corporation 401(k) Retirement Plan (GA) $49M · 264

Frequently Asked Questions

How did Goldfarb & Fleece LLP Profit Sharing Plan assets move in 2024? ▼

Goldfarb & Fleece LLP Profit Sharing Plan grew sharply - up 25.1% during 2024, from $39M to $49M. Reported net income was $10M.

How have Goldfarb & Fleece LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Goldfarb & Fleece LLP's sponsor-wide assets grew 56.8%, from $31M to $49M.

Where does Goldfarb & Fleece LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Goldfarb & Fleece LLP Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Goldfarb & Fleece LLP Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is M R Sheet Metal Mfg Inc Profit Sharing Plan Trust in AZ ($49M, 25 participants).

Next read for Goldfarb & Fleece LLP Profit Sharing Pla…

Scale reading

Ways to act on Goldfarb & Fleece LLP Profit Sharing Plan's numbers.

By total assets, Goldfarb & Fleece LLP Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Goldfarb & Fleece LLP's sponsor-wide assets have grown 56.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 130780370.

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.