401(k) · DOL Form 5500 · 2024

Goldberg Weprin Finkel Goldstein LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Goldberg, Weprin & Ustin Money Purchase Rollover Plan · Sponsored by Goldberg Weprin Finkel Goldstein LLP · New York · Professional & Technical Services

$4M in assets, 2 participants

Goldberg Weprin Finkel Goldstein LLP's Goldberg, Weprin & Ustin Money Purchase Rollover Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,063 in Professional & Technical Services (20,173 peers)

2024 asset change

Goldberg, Weprin & Ustin Money Purchase Rollover Plan surged 58.3% in 2024 ($2M → $4M) for 2 participants.

#7,063
in Professional & Technical Services (20,173 peers)
+58.3%
assets growth YoY

Goldberg, Weprin & Ustin Money Purchase Rollover Plan's mid-pack asset rank among Professional & Technical Services and all filers

Goldberg, Weprin & Ustin Money Purchase Rollover Plan vs every filed plan by assets

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

$3,939,616 38th percentile higher than 38% 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, Weprin & Ustin Money Purchase Rollover Plan 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, Weprin & Ustin Money Purchase Rollover Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 132549504 · Goldberg Weprin Finkel Goldstein LLP PY 2024 · 401(k)

Goldberg, Weprin & Ustin Money Purchase Rollover Plan · $4M · 2 · 38th

  • ASSETS $4M
  • ASSETS 2
  • ASSETS 38th
  • ASSETS 401(k)
  • ASSETS near Central Pediatrics Medical Group, Inc. Profit Sharing Plan
  • ASSETS ind #7063

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 →

Goldberg, Weprin & Ustin Money Purchase Rollover Plan in the asset neighbourhood

Goldberg, Weprin & Ustin Money Purchase Rollover PlanGoldberg, Weprin & Ustin Mon…$4MCentral Pediatrics Medical Group, Inc. Profit Sharing PlanCentral Pediatrics Medical G…$4MWhitcraft-Cleveland Bargained 401(k) PlanWhitcraft-Cleveland Bargaine…$4MRfmbg Lincolnshire LLC 401(k) PlanRfmbg Lincolnshire LLC 401(k…$4MJohnny Was 401(k) Plan$4M
End-of-year total assets ($M) among Goldberg, Weprin & Ustin Money Purchase Rollover Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN132549504
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Goldberg, Weprin & Ustin Money Purchase Rollover Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Goldberg, Weprin & Ustin Money Purchase Rollover Plan, Total assets ($B): 0.003939616 · Participants: 2Goldberg, Weprin & Ustin Money Purchase Rollover 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
Goldberg, Weprin & Ustin Money Purchase Rollover Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Goldberg, Weprin & Ustin Money Purchase Rollover Plan side-by-side with 3 peers →

Goldberg, Weprin & Ustin Money Purchase Rollover Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Central Pediatrics Medical Group, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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, Weprin & Ustin Money Purchase Rollover Plan assets move in 2024? ▼
Goldberg, Weprin & Ustin Money Purchase Rollover Plan surged - up 58.3% during 2024, from $2M to $4M. Reported net income was $1M.
Which 401(k) plans are similar in size to Goldberg, Weprin & Ustin Money Purchase Rollover Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Pediatrics Medical Group, Inc. Profit Sharing Plan in CA ($4M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Goldberg, Weprin & Ustin Money Purchase Rollover Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 132549504.

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.