401(k) · DOL Form 5500 · 2024

Goldberg Lindsay & Co. LLC 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
86
Participants Small participant base
86th
Percentile by assets National rank
$718,938
Avg per participant High balance/head
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Official DOL plan name: Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan · Sponsored by Goldberg Lindsay & Co. LLC · New York · Finance & Insurance

$62M in assets, 86 participants

Goldberg Lindsay & Co. LLC's Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan reported $62M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,752 in Finance & Insurance (8,549 peers)

Where Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan sits by assets

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $62M for 86 participants (~$718,938/participant), up 3.2% in 2024.

#6,752
in Finance & Insurance (8,549 peers)
+3.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan's outsized position by total assets

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$61,828,690 Top 14% higher than 86% 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 Lindsay & Co. LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan end-of-year assets rose from $60M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan reported participants fell from 88 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 134164879 · Goldberg Lindsay & Co. LLC PY 2024 · 401(k)

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan · $62M · 86 · 86th

  • EBSA $62M
  • EBSA 86
  • EBSA 86th
  • EBSA 401(k)
  • EBSA near Hubbell Roth & Clark, Inc. 401(k) Plan
  • EBSA ind #6752

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 Finance & Insurance retirement plans → · Plans in New York →

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Auto-Wares Group 401(k) Savings PlanAuto-Wares Group 401(k) Savi…$62MGoldberg Lindsay & Co. LLC 401(k) Profit Sharing PlanGoldberg Lindsay & Co. LLC 4…$62MHubbell Roth & Clark, Inc. 401(k) PlanHubbell Roth & Clark, Inc. 4…$62MFullsteam Personnel LLC 401(k) PlanFullsteam Personnel LLC 401(…$62MChargepoint 401(k) Plan$62M
End-of-year total assets ($M) among Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$62M
Net Income$2M
Employer EIN134164879
Plan Effective Date2002-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldberg Lindsay & Co. LLC)

Sponsor-wide plan assets over time

All Goldberg Lindsay & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$62M 15.214354577890512% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.7M $61.8M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 80 $54M
2023 1 88 $60M
2024 1 86 $62M

Nearby 401(k) Plans in New York

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

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.06182869 · Participants: 86Goldberg Lindsay & Co. LLC 401(k) Profit Sharing 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 Lindsay & Co. LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hubbell Roth & Clark, Inc. 401(k) Plan in MI ($62M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Lindsay & Co. LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan edged up modestly - up 3.2% during 2024, from $60M to $62M. Reported net income was $2M.
How have Goldberg Lindsay & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldberg Lindsay & Co. LLC's sponsor-wide assets grew 15.2%, from $54M to $62M.
Where does Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan ranks in the 86th 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 Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hubbell Roth & Clark, Inc. 401(k) Plan in MI ($62M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants, $6M 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 134164879.

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.