Profit Sharing · DOL Form 5500 · 2024
Herbert Goldberg Co., Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Herbert Goldberg Company Profit Sharing Plan · Sponsored by Herbert Goldberg Co., Inc. · Texas · Wholesale Trade
$5M in assets, 5 participants
Herbert Goldberg Co., Inc.'s Herbert Goldberg Company Profit Sharing Plan reported $5M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,019 in Wholesale Trade (6,080 peers)
Herbert Goldberg Co., Inc. multi-year trail
Herbert Goldberg Co., Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Herbert Goldberg Company Profit Sharing Plan at $5M / 5 participants.
- #2,019
- in Wholesale Trade (6,080 peers)
- +10.7%
- assets growth YoY
Herbert Goldberg Company Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Herbert Goldberg Company Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,428,072 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Herbert Goldberg Company Profit Sharing 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. Herbert Goldberg Company Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Herbert Goldberg Company Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Herbert Goldberg Company Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Herbert Goldberg Company Profit Sharing Plan reported net income fell from $562K in the plan year 2023 filing to $525K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 751463075 · Herbert Goldberg Co., Inc. PY 2024 · Profit Sharing
Herbert Goldberg Company Profit Sharing Plan · $5M · 5 · 43rd
- EIN $5M
- EIN 5
- EIN 43rd
- EIN Profit Sharing
- EIN near Sewickley Eye Center, Ltd. 401(k) Profit Sharing Plan
- EIN ind #2019
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 Wholesale Trade retirement plans → · Plans in Texas →
Herbert Goldberg Company Profit Sharing Plan in the asset neighbourhood
Herbert Goldberg Co., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Herbert Goldberg Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 25.038227373978668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $4M |
| 2023 | 1 | 4 | $5M |
| 2024 | 1 | 5 | $5M |
Herbert Goldberg Co., Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $525K |
| Employer EIN | 751463075 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Herbert Goldberg Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Sewickley Eye Center, Ltd. 401(k) Profit Sharing Plan in PA ($5M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.