401(k) · DOL Form 5500 · 2024

Golub & Company, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
114
Participants Small participant base
69th
Percentile by assets National rank
$168,053
Avg per participant Above avg balance/head
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Official DOL plan name: Golub & Company, LLC 401(k) Plan · Sponsored by Golub & Company, LLC · Illinois · Real Estate

$19M in assets, 114 participants

Golub & Company, LLC's Golub & Company, LLC 401(k) Plan reported $19M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,864 in Real Estate (4,605 peers)

Coverage in Illinois

Golub & Company, LLC 401(k) Plan covers 114 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#3,864
in Real Estate (4,605 peers)
+1.3%
assets growth YoY

Golub & Company, LLC 401(k) Plan's outsized position by total assets

Golub & Company, LLC 401(k) Plan vs every filed plan by assets

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

$19,158,037 Top 31% higher than 69% 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

Golub & Company, LLC 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. Golub & Company, LLC 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Golub & Company, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $253K in the plan year 2024 filing.
  • Golub & Company, LLC 401(k) Plan reported participants fell from 120 in the plan year 2023 filing to 114 in the plan year 2024 filing.
  • Golub & Company, LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 113765623 · Golub & Company, LLC PY 2024 · 401(k)

Golub & Company, LLC 401(k) Plan · $19M · 114 · 69th

  • EIN $19M
  • RANK 114
  • PHOTO 69th
  • IND 401(k)
  • EOY near Reli Group 401(k) Profit Sharing Plan and Trust
  • 5500 ind #3864

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 Illinois →

Golub & Company, LLC 401(k) Plan in the asset neighbourhood

Golub & Company, LLC 401(k) PlanGolub & Company, LLC 401(k) …$19MReli Group 401(k) Profit Sharing Plan and TrustReli Group 401(k) Profit Sha…$19MValley Power Systems, Inc. Profit Sharing & Pre-Tax Savings PlanValley Power Systems, Inc. P…$19MSaxe, Doernberger & Vita, P.C. 401(k) Profit Sharing PlanSaxe, Doernberger & Vita, P.…$19MAmerican Riviera Bank 401(k) Profit Sharing Plan and TrustAmerican Riviera Bank 401(k)…$19M
End-of-year total assets ($M) among Golub & Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$253K
Employer EIN113765623
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Golub & Company, LLC)

Sponsor-wide plan assets over time

All Golub & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.43176763964006% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.5M $19.2M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 131 $16M
2023 1 120 $19M
2024 1 114 $19M

Nearby 401(k) Plans in Illinois

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

Golub & Company, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Golub & Company, LLC 401(k) Plan, Total assets ($B): 0.019158037 · Participants: 114Golub & Company, LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Golub & Company, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Golub & Company, LLC 401(k) Plan side-by-side with 3 peers →

Golub & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Reli Group 401(k) Profit Sharing Plan and Trust in MD ($19M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Golub & Company, LLC 401(k) Plan assets move in 2024? ▼
Golub & Company, LLC 401(k) Plan edged up modestly - up 1.3% during 2024, from $19M to $19M. Reported net income was $253K.
How have Golub & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Golub & Company, LLC's sponsor-wide assets grew 16.4%, from $16M to $19M.
Which 401(k) plans are similar in size to Golub & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reli Group 401(k) Profit Sharing Plan and Trust in MD ($19M, 462 participants).
Which 401(k) plans cover a similar participant headcount to Golub & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 113765623.

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.