Back to filter
Original filing (PDF)20251013105450NAL0002550354001
WILLIAM GOTTLIEB MANAGEMENT CO., LL
Form 5500-SF
FILING_RECEIVED
WILLIAM GOTTLIEB MANAGEMENT CO. , LLC PENSION PLAN
Defined-benefit pension plan
Active participants
34
Accounts w/ balance
—
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM GOTTLIEB MANAGEMENT CO., LL.
Plan sponsor
Name
WILLIAM GOTTLIEB MANAGEMENT CO., LL
DBA
WILLIAM GOTTLIEB MANAGEMENT CO., LLC
EIN
26-2210171
Address
353 WEST 12TH STREET · NEW YORK, NY · 100143233
Phone
(212) 989-3100
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
GDC PROPERTIES, LLC
GDC PROPERTIES LLC 401(K) PLAN
$5.0M · 18 participants
THE JOHNSTON GROUP
THE JOHNSTON GROUP 401(K) PLAN
$5.0M · 10 participants
COMPASS COMMERCIAL CONSTRUCTION GROUP
COMPASS COMMERCIAL CONSTRUCTION GROUP 401(K) PLAN
$5.1M · 48 participants
PRIDE ROCK CAPITAL MANAGEMENT
PRIDE ROCK CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
$5.0M · 431 participants
VIKING SERVICES CORP
VIKING SERVICES CORP 401(K) PROFIT SHARING PLAN & TRUST
$5.0M · 30 participants
BYCO, INC.
BYCO, INC. 401(K) TAX SHELTERED SAVINGS PLAN
$5.1M · 11 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B