401(k) · DOL Form 5500 · 2024

Goldberg Segalla LLP 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
886
Participants Near avg headcount
91st
Percentile by assets National rank
$126,916
Avg per participant Near avg balance/head
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Official DOL plan name: Goldberg Segalla Retirement Savings Plan · Sponsored by Goldberg Segalla LLP · New York · Professional & Technical Services

$112M in assets, 886 participants

Goldberg Segalla LLP's Goldberg Segalla Retirement Savings Plan reported $112M in total assets and 886 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,642 in Professional & Technical Services (20,173 peers)

Where Goldberg Segalla Retirement Savings Plan sits by assets

Goldberg Segalla Retirement Savings Plan sits in the top 10% of all filed plans by assets, $112M for 886 participants (~$126,916/participant), up 15.8% in 2024.

#18,642
in Professional & Technical Services (20,173 peers)
+15.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Goldberg Segalla Retirement Savings Plan's outsized position by total assets

Goldberg Segalla Retirement Savings Plan vs every filed plan by assets

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

$112,447,833 Top 9% higher than 91% 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 Segalla Retirement Savings 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 Segalla Retirement Savings Plan sits mid-pack in the medium band (886 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goldberg Segalla Retirement Savings Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Goldberg Segalla Retirement Savings Plan end-of-year assets rose from $97M in the plan year 2023 filing to $112M in the plan year 2024 filing.
  • Goldberg Segalla Retirement Savings Plan reported participants rose from 834 in the plan year 2023 filing to 886 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161603155 · Goldberg Segalla LLP PY 2024 · 401(k)

Goldberg Segalla Retirement Savings Plan · $112M · 886 · 91st

  • EIN $112M
  • RANK 886
  • PHOTO 91st
  • IND 401(k)
  • EOY near John Moriarty & Associates, Inc. 401(k) Retirement Plan
  • 5500 ind #18642

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 Segalla Retirement Savings Plan in the asset neighbourhood

Goldberg Segalla Retirement Savings PlanGoldberg Segalla Retirement …$112MJohn Moriarty & Associates, Inc. 401(k) Retirement PlanJohn Moriarty & Associates, …$112MRadiology Imaging Associates, LLC 401(k) Profit Sharing PlanRadiology Imaging Associates…$112MMovado Group, Inc. Savings and Investment PlanMovado Group, Inc. Savings a…$112MNaes Corporation Corporate Retirement and 401(k) PlanNaes Corporation Corporate R…$112M
End-of-year total assets ($M) among Goldberg Segalla Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$112M
Net Income$15M
Employer EIN161603155
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldberg Segalla LLP)

Sponsor-wide plan assets over time

All Goldberg Segalla LLP plans reported in each filing year

Latest sponsor-wide plan assets
$112M 43.875265456259775% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $78.2M $112M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 825 $78M
2023 1 834 $97M
2024 1 886 $112M

Nearby 401(k) Plans in New York

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

Goldberg Segalla Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Goldberg Segalla Retirement Savings Plan, Total assets ($B): 0.112447833 · Participants: 886Goldberg Segalla Retirement Savings 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 Segalla Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Goldberg Segalla Retirement Savings Plan side-by-side with 3 peers →

Goldberg Segalla Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is John Moriarty & Associates, Inc. 401(k) Retirement Plan in MA ($112M); by covered participants it is Genedx Holdings Corp. 401(k) Plan in CT (886 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (886 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 Segalla Retirement Savings Plan assets move in 2024? ▼
Goldberg Segalla Retirement Savings Plan grew sharply - up 15.8% during 2024, from $97M to $112M. Reported net income was $15M.
How have Goldberg Segalla LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldberg Segalla LLP's sponsor-wide assets grew 43.9%, from $78M to $112M.
Where does Goldberg Segalla Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Goldberg Segalla Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Goldberg Segalla Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Moriarty & Associates, Inc. 401(k) Retirement Plan in MA ($112M, 424 participants).
Which 401(k) plans cover a similar participant headcount to Goldberg Segalla Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genedx Holdings Corp. 401(k) Plan in CT (886 participants, $138M 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 161603155.

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.