401(k) · DOL Form 5500 · 2024

Globe Tax Services, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
152
Participants Small participant base
83rd
Percentile by assets National rank
$296,014
Avg per participant High balance/head
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Official DOL plan name: Globe Tax 401(k) Plan · Sponsored by Globe Tax Services, Inc. · New York · Professional & Technical Services

$45M in assets, 152 participants

Globe Tax Services, Inc.'s Globe Tax 401(k) Plan reported $45M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,861 in Professional & Technical Services (20,173 peers)

Coverage in New York

Globe Tax 401(k) Plan covers 152 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $45M.

#16,861
in Professional & Technical Services (20,173 peers)
+22.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Globe Tax 401(k) Plan's outsized position by total assets

Globe Tax 401(k) Plan vs every filed plan by assets

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

$44,994,095 Top 17% higher than 83% 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

Globe Tax 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. Globe Tax 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Globe Tax 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Globe Tax 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Globe Tax 401(k) Plan reported participants fell from 159 in the plan year 2023 filing to 152 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133647361 · Globe Tax Services, Inc. PY 2024 · 401(k)

Globe Tax 401(k) Plan · $45M · 152 · 83rd

  • PART $45M
  • PART 152
  • PART 83rd
  • PART 401(k)
  • PART near Retirement and Savings Plan for Employees of Nikko Hotels
  • PART ind #16861

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 →

Globe Tax 401(k) Plan in the asset neighbourhood

Kta Tator, Inc. 401(k) Profit Sharing PlanKta Tator, Inc. 401(k) Profi…$45MGlobe Tax 401(k) Plan$45MRetirement and Savings Plan for Employees of Nikko HotelsRetirement and Savings Plan …$45MLandmark Implement, Inc. 401(k) Profit Sharing PlanLandmark Implement, Inc. 401…$45MReno Orthopaedic Clinic, Ltd. Profit Sharing Plan and TrustReno Orthopaedic Clinic, Ltd…$45M
End-of-year total assets ($M) among Globe Tax 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN133647361
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Globe Tax Services, Inc.)

Sponsor-wide plan assets over time

All Globe Tax Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 50.801127202027295% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.8M $45M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 154 $30M
2023 1 159 $37M
2024 1 152 $45M

Nearby 401(k) Plans in New York

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

Globe Tax 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Globe Tax 401(k) Plan, Total assets ($B): 0.044994095 · Participants: 152Globe Tax 401(k) PlanIBM 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
Globe Tax 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Globe Tax 401(k) Plan side-by-side with 3 peers →

Globe Tax 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Retirement and Savings Plan for Employees of Nikko Hotels in CA ($45M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Globe Tax 401(k) Plan assets move in 2024? ▼
Globe Tax 401(k) Plan grew sharply - up 22.8% during 2024, from $37M to $45M. Reported net income was $8M.
How have Globe Tax Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Globe Tax Services, Inc.'s sponsor-wide assets grew 50.8%, from $30M to $45M.
Where does Globe Tax 401(k) Plan rank by assets among Form 5500 filers? ▼
Globe Tax 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Globe Tax 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement and Savings Plan for Employees of Nikko Hotels in CA ($45M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Globe Tax 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 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 133647361.

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.