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Retirement plan

GOLDMAN SACHS EMPLOYEES' PENSION PLAN

THE GOLDMAN SACHS GROUP, INC.EIN 13-4019460Plan #002PY 2022
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200 WEST STREET - NEW YORK, NY 10282212-902-1000LinkedIn10001+ employeesfinancial services
Other plans on this EIN
2 filings
#001Retirement-$9.68B assets#003Retirement-$4.3M assets
Prospect flagsLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(212) 902-1000
How to read this page

Summary metrics

Total assets (EOY)
$869.8M
-31.8% from 2017
Total participants
16,986
+0.3% from 2017
Average account balance
$0
No prior year
Annual return
-25.20%
-16.53 pp from 2017

Benchmarks

See 115 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants1,000-4,999
Cohort115 peers
Snapshot2022
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $8,379
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $171,256
Admin fee / account holder
$0
median $625
Annual return
-25.20%
median -14.69%
Overall peer rank
4th 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 4 by compensation
ProviderService typeCompensation
NISA4 years
Service code 28
101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 63105
Investment Management
$722,731
WESTERN ASSET MANAGEMENT CO. LLC3 years
Service code 28 · EIN 52-1200960
Investment Management
$667,182
DOUBLELINE CAPITAL LP4 years
Service code 28 · EIN 30-0596331
Investment Management
$502,452
BLACKROCK INST. TRUST CO., NA7+ years
Service code 21 · EIN 94-3112180
Bank Trustee
$23,121

Enrolled actuary

1 attachment
SB

NOEL J. THOMAS

AON CONSULTING, INC.
Enrollment #2306696
ONE LIBERTY PLAZA 165 BROADWAY
STE 3201
NEW YORK, NY 10006
(212) 479-4081
Signed 2023-09-06

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.

Open the filing PDF

Plan features & details

Pension benefit codes1A1I3F3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1I
    Frozen plan
    As 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.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • 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
$2.3M
$1427 / participant
  • Investment mgmt$2M97.5%
  • Other / not subdivided$57K2.5%
% of EOY assets
0.260%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
PRICEWATERHOUSECOOPERS LLP
Auditor EIN
134008324
Audit fees
(not subdivided)
Opinion code
Unqualified