Defined Benefit (Pension) · DOL Form 5500 · 2024

Golub Corporation Pension Plan

Data updated 2026-08-25

$366M
Total assets Above avg plan size
6,531
Participants Above avg headcount
96th
Percentile by assets National rank
$56,116
Avg per participant Low balance/head
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Official DOL plan name: Golub Corporation Employees Retirement Plan · Sponsored by Golub Corporation · New York · Retail Trade

$366M in assets, 6,531 participants

Golub Corporation's Golub Corporation Employees Retirement Plan reported $366M in total assets and 6,531 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,871 in Retail Trade (8,048 peers)

Coverage in New York

Golub Corporation Employees Retirement Plan covers 6,531 participants in New York, 8.2x the typical New York plan (state average ~798 per filing). Assets: $366M.

#7,871
in Retail Trade (8,048 peers)
-0.9%
assets change YoY
3.7×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Golub Corporation Employees Retirement Plan's outsized position by total assets

Golub Corporation Employees Retirement Plan vs every filed plan by assets

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

$366,496,231 Top 4% higher than 96% 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 Corporation Employees Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Golub Corporation Employees Retirement Plan lands in the large band (6,531 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Golub Corporation Employees Retirement Plan reported net income fell from $6M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Golub Corporation Employees Retirement Plan reported participants fell from 7,981 in the plan year 2023 filing to 6,531 in the plan year 2024 filing.
  • Golub Corporation Employees Retirement Plan end-of-year assets fell from $370M in the plan year 2023 filing to $366M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 140724820 · Golub Corporation PY 2024 · Defined Benefit (Pension)

Golub Corporation Employees Retirement Plan · $366M · 6,531 · 96th

  • EIN $366M
  • RANK 6,531
  • PHOTO 96th
  • IND Defined Benefit (Pension)
  • EOY near Metro Ila Pension Fund
  • 5500 ind #7871

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 Retail Trade retirement plans → · Plans in New York →

Golub Corporation Employees Retirement Plan in the asset neighbourhood

Retail Food Employers & Ufcw Local 711 PensionRetail Food Employers & Ufcw…$367MGolub Corporation Employees Retirement PlanGolub Corporation Employees …$366MMetro Ila Pension Fund$366MSuez Water Resources LLC Retirement PlanSuez Water Resources LLC Ret…$366MLocal No. 863 Pension Plan$366M
End-of-year total assets ($M) among Golub Corporation Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$370M
Net Assets (End of Year)$366M
Net Income-$3M
Employer EIN140724820
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Golub Corporation)

Sponsor-wide plan assets over time

All Golub Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$480M 20.157031544522088% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $602M $480M ▼ -20.2%
Year Plans Participants Total Assets
2022 4 29,974 $602M
2023 3 14,681 $489M
2024 3 11,690 $480M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Golub Corporation Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants Golub Corporation Employees Retirement Plan, Total assets ($B): 0.366496231 · Participants: 6531Golub Corporation Employees Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Golub Corporation Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Scale composition for Golub Corporation Employees Retirement Plan

Golub Corporation Employees Retirement Plan reports $366M in end-of-year assets across 6,531 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $56,116 per participant (41% of the national average assets-per-participant) . Net income for plan year 2024 was -$3M.

This plan identity (EIN 140724820, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $364M to $366M (+0.8%) while covered participants moved from 8,453 to 6,531 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,453 $364M Open filing
2023 7,981 $370M Open filing
2024 · index core 6,531 $366M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Golub Corporation Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Metro Ila Pension Fund in NJ ($366M); by covered participants it is Ufcw Union Local No. 655, Food Employer's Joint Pe in MO (6,550 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($366M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,531 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 Corporation Employees Retirement Plan assets move in 2024?
Golub Corporation Employees Retirement Plan held essentially flat - down 0.9% during 2024, from $370M to $366M. Reported net income was -$3M.
How have Golub Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Golub Corporation's sponsor-wide assets declined 20.2%, from $602M to $480M.
Where does Golub Corporation Employees Retirement Plan rank by assets among Form 5500 filers?
Golub Corporation Employees Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Golub Corporation Employees Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Metro Ila Pension Fund in NJ ($366M, 1,020 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Golub Corporation Employees Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw Union Local No. 655, Food Employer's Joint Pe in MO (6,550 participants, $780M in assets).