Profit Sharing · DOL Form 5500 · 2022

Atty Gary Greenberg Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
44th
Percentile by assets National rank
$915,383
Avg per participant High balance/head
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Official DOL plan name: Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg · Sponsored by Atty Gary Greenberg · Wisconsin · Professional & Technical Services

$4M in assets, 4 participants

Atty Gary Greenberg's Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,998 in Professional & Technical Services (21,562 peers)

Atty Gary Greenberg multi-year trail

Atty Gary Greenberg's plans moved +22.4% in assets from 2022 to 2024; this filing shows Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg at $4M / 4 participants.

#8,998
in Professional & Technical Services (21,562 peers)
-7.2%
assets change YoY

The plan reported a net loss of $282K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg's mid-pack asset rank among Professional & Technical Services and all filers

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg vs every filed plan by assets

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

$3,661,533 44th percentile higher than 44% 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

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 391488120 · Atty Gary Greenberg PY 2022 · Profit Sharing

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg · $4M · 4 · 44th

  • PHOTO $4M
  • IND 4
  • EOY 44th
  • 5500 Profit Sharing
  • ASSETS near Ouachita County Medical Center Employee Retirement Plan
  • PCT ind #8998

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg in the asset neighbourhood

Baird Self Directed Profit Sharing Plan Fbo Gary S GreenbergBaird Self Directed Profit S…$4MOuachita County Medical Center Employee Retirement PlanOuachita County Medical Cent…$4MAllan G. Hutchison Cpa PC Profit Sharing PlanAllan G. Hutchison Cpa PC Pr…$4MAllergy & Asthma Consultants 401(k) Profit Sharing PlanAllergy & Asthma Consultants…$4MAsbestos Workers Savings Plan$4M
End-of-year total assets ($M) among Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Atty Gary Greenberg multi-year asset trail

Sponsor-wide plan assets over time

All Atty Gary Greenberg plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.398978788392732% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.48M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 2 $4M

Atty Gary Greenberg filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$282K
Employer EIN391488120
Plan Effective Date1982-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg, Total assets ($B): 0.003661533 · Participants: 4Baird Self Directed Profit Sharing Plan Fbo Gary S GreenbergThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg side-by-side with 3 peers →

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Ouachita County Medical Center Employee Retirement Plan in AR ($4M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg assets move in 2022? ▼
Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg pulled back noticeably - down 7.2% during 2022, from $4M to $4M. Reported net income was -$282K.
How have Atty Gary Greenberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atty Gary Greenberg's sponsor-wide assets grew 22.4%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg? ▼
Among Profit Sharing plans in other states, the closest by assets is Ouachita County Medical Center Employee Retirement Plan in AR ($4M, 327 participants).
Which Profit Sharing plans cover a similar participant headcount to Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 391488120.

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.