Profit Sharing · DOL Form 5500 · 2024

Goldfarb & Fleece LLP Profit Sharing Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
38
Participants Small participant base
84th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #17,096 in Professional & Technical Services (20,173 peers)

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.

#17,096
in Professional & Technical Services (20,173 peers)
+25.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Goldfarb & Fleece LLP Profit Sharing Plan's outsized position by total assets

Goldfarb & Fleece LLP Profit Sharing Plan vs every filed plan by assets

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

$49,224,816 Top 16% higher than 84% 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

Goldfarb & Fleece LLP 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. Goldfarb & Fleece LLP Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 130780370 · Goldfarb & Fleece LLP PY 2024 · Profit Sharing

Goldfarb & Fleece LLP Profit Sharing Plan · $49M · 38 · 84th

  • ASSETS $49M
  • ASSETS 38
  • ASSETS 84th
  • ASSETS Profit Sharing
  • ASSETS near M R Sheet Metal Mfg Inc Profit Sharing Plan Trust
  • ASSETS ind #17096

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 York →

Goldfarb & Fleece LLP Profit Sharing Plan in the asset neighbourhood

Prent Corporation Employees' Profit Sharing PlanPrent Corporation Employees'…$49MMgt Impact Solutions, LLC 401 (K) Profit Sharing Plan and TrustMgt Impact Solutions, LLC 40…$49MGoldfarb & Fleece LLP Profit Sharing PlanGoldfarb & Fleece LLP Profit…$49MM R Sheet Metal Mfg Inc Profit Sharing Plan TrustM R Sheet Metal Mfg Inc Prof…$49MArcare Retirement Plan$49M
End-of-year total assets ($M) among Goldfarb & Fleece LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$49M
Net Income$10M
Employer EIN130780370
Plan Effective Date1968-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldfarb & Fleece LLP)

Sponsor-wide plan assets over time

All Goldfarb & Fleece LLP plans reported in each filing year

Latest sponsor-wide plan assets
$49M 56.849980502415065% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.4M $49.2M ▲ +56.9%
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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Goldfarb & Fleece LLP Profit Sharing Plan, Total assets ($B): 0.049224816 · Participants: 38Goldfarb & Fleece LLP Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Goldfarb & Fleece LLP Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Goldfarb & Fleece LLP Profit Sharing Plan side-by-side with 3 peers →

Goldfarb & Fleece LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is M R Sheet Metal Mfg Inc Profit Sharing Plan Trust in AZ ($49M); by covered participants it is Ajd Ventures Inc. Retirement Plan in MA (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 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 123,622 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).
Which Profit Sharing plans cover a similar participant headcount to Goldfarb & Fleece LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ajd Ventures Inc. Retirement Plan in MA (38 participants, $466K 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 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.