401(k) · DOL Form 5500 · 2024
Goldberg Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 274
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $48,862
- Avg per participant Low balance/head
Official DOL plan name: Goldberg Companies, Inc. 401(k) Plan · Sponsored by Goldberg Companies, Inc. · Ohio · Real Estate
$13M in assets, 274 participants
Goldberg Companies, Inc.'s Goldberg Companies, Inc. 401(k) Plan reported $13M in total assets and 274 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,607 in Real Estate (4,605 peers)
Coverage in Ohio
Goldberg Companies, Inc. 401(k) Plan covers 274 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $13M.
- #3,607
- in Real Estate (4,605 peers)
- +16.5%
- assets growth YoY
Goldberg Companies, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Goldberg Companies, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,388,051 Top 38% higher than 62% 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
Goldberg Companies, Inc. 401(k) Plan 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. Goldberg Companies, Inc. 401(k) Plan sits mid-pack in the medium band (274 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goldberg Companies, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Goldberg Companies, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 340754969 · Goldberg Companies, Inc. PY 2024 · 401(k)
Goldberg Companies, Inc. 401(k) Plan · $13M · 274 · 62nd
- RANK $13M
- PHOTO 274
- IND 62nd
- EOY 401(k)
- 5500 near Palma School 401(k) Plan
- ASSETS ind #3607
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 Real Estate retirement plans → · Plans in Ohio →
Goldberg Companies, Inc. 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 340754969 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goldberg Companies, Inc.)
Sponsor-wide plan assets over time
All Goldberg Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 45.698969315400284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 238 | $9M |
| 2023 | 1 | 273 | $11M |
| 2024 | 1 | 274 | $13M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Goldberg Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Palma School 401(k) Plan in CA ($13M); by covered participants it is Phenomebio Inc. 401(k) Plan in CA (274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Palma School 401(k) Plan (CA) $13M · 39
- 403(b) Thrift Plan of Tessie Cleveland Community Services Corporation (CA) $13M · 301
- G&h 401(k) Plan (TX) $13M · 349
- Stafford-Smith, Inc. Retirement and Salary Deferral Plan (MI) $13M · 265
Similar participant headcount
Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.
- Phenomebio Inc. 401(k) Plan (CA) 274 · 0 off
- Territorial Savings Bank 401(k) Plan (HI) 274 · 0 off
- Cdi Services, Inc. 401(k) Retirement Savings Plan (ND) 274 · 0 off
- Detroit Manufacturing Systems, LLC Salaried 401(k) Plan (MI) 274 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.