401(k) · DOL Form 5500 · 2024

Goldberg & Banks, P.C. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
4
Participants Small participant base
52nd
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust · Sponsored by Goldberg & Banks, P.C. · Maryland · Professional & Technical Services

$8M in assets, 4 participants

Goldberg & Banks, P.C.'s Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust reported $8M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,026 in Professional & Technical Services (20,173 peers)

Goldberg & Banks, P.C. multi-year trail

Goldberg & Banks, P.C.'s plans moved +16.1% in assets from 2022 to 2024; this filing shows Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust at $8M / 4 participants.

#10,026
in Professional & Technical Services (20,173 peers)
+9.2%
assets growth YoY

Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust vs every filed plan by assets

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

$8,218,535 Top 48% higher than 52% 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

Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust reported net income rose from $449K in the plan year 2023 filing to $693K in the plan year 2024 filing.
  • Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 522062749 · Goldberg & Banks, P.C. PY 2024 · 401(k)

Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust · $8M · 4 · 52nd

  • NET $8M
  • BOOK 4
  • VS-ST 52nd
  • BOY 401(k)
  • SCH near Lineage Profit Sharing 401(k) Plan
  • EBSA ind #10026

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 Maryland →

Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust in the asset neighbourhood

Goldberg & Banks, P.C. Tax Deferred Savings Plan and TrustGoldberg & Banks, P.C. Tax D…$8MLineage Profit Sharing 401(k) PlanLineage Profit Sharing 401(k…$8MArena Event Services Savings PlanArena Event Services Savings…$8MConrad Trading 401(k) Profit Sharing PlanConrad Trading 401(k) Profit…$8MElectrical Motor Repair Co. of Nj 401(k) PlanElectrical Motor Repair Co. …$8M
End-of-year total assets ($M) among Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Goldberg & Banks, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Goldberg & Banks, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 16.135658759178757% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $7.08M $8.22M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 6 $7M
2023 1 4 $8M
2024 1 4 $8M

Goldberg & Banks, P.C. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$693K
Employer EIN522062749
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust, Total assets ($B): 0.008218535 · Participants: 4Goldberg & Banks, P.C. Tax Deferred Savings Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust side-by-side with 3 peers →

Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Lineage Profit Sharing 401(k) Plan in NC ($8M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust assets move in 2024? ▼
Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust grew at a solid clip - up 9.2% during 2024, from $8M to $8M. Reported net income was $693K.
How have Goldberg & Banks, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldberg & Banks, P.C.'s sponsor-wide assets grew 16.1%, from $7M to $8M.
Which 401(k) plans are similar in size to Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lineage Profit Sharing 401(k) Plan in NC ($8M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 522062749.

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.