401(k) · DOL Form 5500 · 2024

Global Strategy Group, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
124
Participants Small participant base
69th
Percentile by assets National rank
$154,220
Avg per participant Above avg balance/head
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Official DOL plan name: Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Global Strategy Group, LLC · New York · Professional & Technical Services

$19M in assets, 124 participants

Global Strategy Group, LLC's Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,822 in Professional & Technical Services (20,173 peers)

Coverage in New York

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust covers 124 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $19M.

#13,822
in Professional & Technical Services (20,173 peers)
+14.1%
assets growth YoY

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$19,123,237 Top 31% higher than 69% 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

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 142 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 200159660 · Global Strategy Group, LLC PY 2024 · 401(k)

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust · $19M · 124 · 69th

  • PHOTO $19M
  • PHOTO 124
  • PHOTO 69th
  • PHOTO 401(k)
  • PHOTO near I. Keating, Inc. Furniture World 401(k) Salary Reduction Plan & Trust
  • PHOTO ind #13822

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 →

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Global Strategy Group, LLC 401(k) Profit Sharing Plan and TrustGlobal Strategy Group, LLC 4…$19MI. Keating, Inc. Furniture World 401(k) Salary Reduction Plan & TrustI. Keating, Inc. Furniture W…$19MAnthony Timberlands, Inc. 401(k) Retirement PlanAnthony Timberlands, Inc. 40…$19MUniversal Pool Company, Inc 401(k) Savings PlanUniversal Pool Company, Inc …$19MInland Management LLC 401(k) Savings PlanInland Management LLC 401(k)…$19M
End-of-year total assets ($M) among Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN200159660
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Strategy Group, LLC)

Sponsor-wide plan assets over time

All Global Strategy Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 53.49834716203351% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.5M $19.1M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 114 $12M
2023 1 142 $17M
2024 1 124 $19M

Nearby 401(k) Plans in New York

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

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.019123237 · Participants: 124Global Strategy Group, LLC 401(k) Profit Sharing Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is I. Keating, Inc. Furniture World 401(k) Salary Reduction Plan & Trust in ND ($19M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.1% during 2024, from $17M to $19M. Reported net income was $2M.
How have Global Strategy Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Strategy Group, LLC's sponsor-wide assets grew 53.5%, from $12M to $19M.
Which 401(k) plans are similar in size to Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is I. Keating, Inc. Furniture World 401(k) Salary Reduction Plan & Trust in ND ($19M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 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 200159660.

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.