401(k) · DOL Form 5500 · 2024

Goldberg Kohn Ltd. 401(k) Plan

Data updated 2026-08-11

$132M
Total assets
118
Participants
92nd
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Goldberg Kohn Ltd. Individual Account Plan · Sponsored by Goldberg Kohn Ltd. · Illinois · Professional & Technical Services

$132M in assets, 118 participants

Goldberg Kohn Ltd.'s Goldberg Kohn Ltd. Individual Account Plan reported $132M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #18,833 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Goldberg Kohn Ltd. Individual Account Plan covers 118 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $132M.

$132M
total plan assets (2024 EOY)
118
covered participants
92nd
percentile by assets (of 123,622 plans)
$1.1M
avg assets per participant

Where Goldberg Kohn Ltd. Individual Account Plan sits by total assets

Goldberg Kohn Ltd. Individual Account Plan vs every filed plan by assets

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

$131,914,354 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goldberg Kohn Ltd. Individual Account Plan reported net income fell from $17M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Goldberg Kohn Ltd. Individual Account Plan end-of-year assets rose from $122M in the plan year 2023 filing to $132M in the plan year 2024 filing.
  • Goldberg Kohn Ltd. Individual Account Plan reported participants fell from 121 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Professional & Technical Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Goldberg Kohn Ltd. Individual Account Plan reports 118 participants - about 15% of that state average ($132M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$132M
Net Income$10M
Employer EIN362863762
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldberg Kohn Ltd.)

$100M$110M$120M$130M$140M 202220232024 $105M $132M ▲ +25.9%
Total plan assets by year, all Goldberg Kohn Ltd. plans on file
Year Plans Participants Total Assets
2022 1 111 $105M
2023 1 121 $122M
2024 1 118 $132M

Nearby 401(k) Plans in Illinois

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

Goldberg Kohn Ltd. Individual Account Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Goldberg Kohn Ltd. I…, Total assets ($B): 0.131914354 · Participants: 118Goldberg Kohn Ltd. I…Accenture United Sta…, Total assets ($B): 21.302643276 · Participants: 66965Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Sa…United Airlines Pilo…, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilo…Abbott Laboratories …, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories …Walgreens Retirement…, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement…
Goldberg Kohn Ltd. Individual Account Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Goldberg Kohn Ltd. Individual Account Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Goldberg Kohn Ltd. Individual Account Plan by total assets, not by location.

Frequently Asked Questions

How did Goldberg Kohn Ltd. Individual Account Plan assets move in 2024? ▼
Goldberg Kohn Ltd. Individual Account Plan grew at a solid clip - up 8.4% during 2024, from $122M to $132M. Reported net income was $10M.
How have Goldberg Kohn Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldberg Kohn Ltd.'s sponsor-wide assets grew 25.9%, from $105M to $132M.
Where does Goldberg Kohn Ltd. Individual Account Plan rank by assets among Form 5500 filers? ▼
Goldberg Kohn Ltd. Individual Account Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Goldberg Kohn Ltd. Individual Account Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burgess & Niple Profit Sharing Plan and Trust in OH ($132M, 528 participants).

Next read for Goldberg Kohn Ltd. Individual Account Pl…

Filing takeaways

Ways to act on Goldberg Kohn Ltd. Individual Account Plan's numbers.

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 362863762.

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.