Defined Benefit (Pension) · DOL Form 5500 · 2024

Kenneth Goldberg Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 5
Participants Small participant base: 47th
Percentile by assets National rank: $1.3M
Avg per participant High balance/head

Official DOL plan name: Kenneth Goldberg Defined Benefit Plan · Sponsored by Kenneth Goldberg · New York · Arts, Entertainment & Recreation

$7M in assets, 5 participants

Kenneth Goldberg's Kenneth Goldberg Defined Benefit Plan reported $7M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

#1,950 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Kenneth Goldberg Defined Benefit Plan ranks #1,950 of 2,921 2024 filers by assets (420% of the sector average)-$7M for 5 participants.

#1,950
in Arts, Entertainment & Recreation (2,921 peers): +10.4%
assets growth YoY

Kenneth Goldberg Defined Benefit Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Kenneth Goldberg Defined Benefit Plan vs every filed plan by assets

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

$6,617,875 47th percentile higher than 47% 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

Kenneth Goldberg Defined Benefit Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth Goldberg Defined Benefit Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 261234507 · Kenneth Goldberg PY 2024 · Defined Benefit (Pension)

Kenneth Goldberg Defined Benefit Plan · $7M · 5 · 47th

PART $7M
TYPE 5
NET 47th
BOOK Defined Benefit (Pension)
VS-ST near Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan
BOY ind #1950

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

End-of-year total assets ($M) among Kenneth Goldberg Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$621K
Employer EIN	261234507
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kenneth Goldberg Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Kenneth Goldberg Defined Benefit Plan side-by-side with 3 peers →

Kenneth Goldberg Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan in CA ($7M); by covered participants it is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan (CA) $7M · 7
Pension Plan of Homasote Company (NJ) $7M · 39
Gem State Radiology Cash Balance Plan #2 (ID) $7M · 102
IBEW Local No 461 Variable Pension Plan (MI) $7M · 250

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan (FL) 5 · 0 off
Larchmont Beauty Center, Inc. Defined Benefit Pension Plan (CA) 5 · 0 off
Larchmont Beauty Center, Inc. Defined Benefit Pension Plan (CA) 5 · 0 off
Chicago Medical Society Pension Plan (IL) 5 · 0 off

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 Kenneth Goldberg Defined Benefit Plan assets move in 2024? ▼

Kenneth Goldberg Defined Benefit Plan grew at a solid clip - up 10.4% during 2024, from $6M to $7M. Reported net income was $621K.

Which Defined Benefit (Pension) plans are similar in size to Kenneth Goldberg Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan in CA ($7M, 7 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Kenneth Goldberg Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 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 261234507.