Retirement plan
GOLDMAN SACHS EMPLOYEES' PENSION PLAN
THE GOLDMAN SACHS GROUP, INC.EIN 13-4019460Plan #002PY 2018
Other plans on this EIN
2 filingsProspect flagsWind-down / frozen
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$823.6M
-31.8% from 2017
Total participants
17,267
+0.3% from 2017
Average account balance
$0
No prior year
Annual return
1.86%
-16.53 pp from 2017
Benchmarks
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants1,000-4,999
Cohort170 peers
Snapshot2018
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $9,887
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $5,379,476
0
Admin fee / account holder
$0
median $4,675
75
Annual return
1.86%
median -2.94%
Overall peer rank
75of 100
75th percentileavg across 6 metrics
Analytics
2016 - 2024
Total assets (EOY)
Plan-year ending balance
$905.47M
Average account balance
Total assets / participants with a balance (line 6g)
$54K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
15,504
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$165.00M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$68K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+10.79%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $164,150 |
BLACKROCK INST. TRUST CO., NA3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $129,738 |
Enrolled actuary
1 attachment
SB
NOEL J. THOMAS
AON CONSULTING, INC.
Enrollment #1706696
ONE LIBERTY PLAZA
165 BROADWAY, SUITE 3201
NEW YORK, NY 10006
(212) 479-4081
Signed 2019-09-11
Top hat statement on fileNQDC
Filed February 7, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes1A1I3F3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1IFrozen planAs of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$438K
$196 / participant
- Investment mgmt$438K100.0%
% of EOY assets
0.053%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- PRICEWATERHOUSECOOPERS LLP
- Auditor EIN
- 134008324
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer