401(k) · DOL Form 5500 · 2022

Greenberg Financial Group 401(k) Plan

Data updated 2026-08-25

$910K
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$130,057
Avg per participant Near avg balance/head
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Official DOL plan name: Greenberg Financial Group 401(k) Profit Sharing Plan · Sponsored by Greenberg Financial Group · Arizona · Finance & Insurance

$910K in assets, 7 participants

Greenberg Financial Group's Greenberg Financial Group 401(k) Profit Sharing Plan reported $910K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,452 in Finance & Insurance (9,261 peers)

Greenberg Financial Group multi-year trail

Greenberg Financial Group's plans moved +60.3% in assets from 2022 to 2024; this filing shows Greenberg Financial Group 401(k) Profit Sharing Plan at $910K / 7 participants.

#1,452
in Finance & Insurance (9,261 peers)
+11.1%
assets growth YoY

Greenberg Financial Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Greenberg Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$910,399 24th percentile higher than 24% of 139,123 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 2022

Greenberg Financial Group 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greenberg Financial Group 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 860903680 · Greenberg Financial Group PY 2022 · 401(k)

Greenberg Financial Group 401(k) Profit Sharing Plan · $910K · 7 · 24th

  • ASSETS $910K
  • ASSETS 7
  • ASSETS 24th
  • ASSETS 401(k)
  • ASSETS near Cooperativa De Ahorro Y Credito Vegabajena Employess' Pension Plan
  • ASSETS ind #1452

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 Finance & Insurance retirement plans → · Plans in Arizona →

Greenberg Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood

Greenberg Financial Group 401(k) Profit Sharing PlanGreenberg Financial Group 40…$910KCooperativa De Ahorro Y Credito Vegabajena Employess' Pension PlanCooperativa De Ahorro Y Cred…$910KRtz Enterprise, Inc. 401(k) PlanRtz Enterprise, Inc. 401(k) …$910KM M Satterfield Oil Company Inc Profit Sharing and 401(k) PlanM M Satterfield Oil Company …$910KElite Transit Solutions, LLC 401(k) Profit Sharing PlanElite Transit Solutions, LLC…$910K
End-of-year total assets ($M) among Greenberg Financial Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Greenberg Financial Group multi-year asset trail

Sponsor-wide plan assets over time

All Greenberg Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$1M 60.285654971062144% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.91M $1.46M ▲ +60.4%
Year Plans Participants Total Assets
2022 1 7 $910K
2023 1 7 $1M
2024 1 9 $1M

Greenberg Financial Group filing trail (2022)

Total Assets (Beginning of Year)$820K
Net Assets (End of Year)$910K
Net Income$91K
Employer EIN860903680
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Greenberg Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Greenberg Financial Group 401(k) Profit Sharing Plan, Total assets ($B): 0.000910399 · Participants: 7Greenberg Financial Group 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Greenberg Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Greenberg Financial Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Greenberg Financial Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Cooperativa De Ahorro Y Credito Vegabajena Employess' Pension Plan in PR ($910K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Greenberg Financial Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Greenberg Financial Group 401(k) Profit Sharing Plan grew at a solid clip - up 11.1% during 2022, from $820K to $910K. Reported net income was $91K.
How have Greenberg Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greenberg Financial Group's sponsor-wide assets grew 60.3%, from $910K to $1M.
Where does Greenberg Financial Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Greenberg Financial Group 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Greenberg Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cooperativa De Ahorro Y Credito Vegabajena Employess' Pension Plan in PR ($910K, 20 participants).
Which 401(k) plans cover a similar participant headcount to Greenberg Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860903680.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.