401(k) · DOL Form 5500 · 2022

Greenberg & Company LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
49th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Greenberg & Company Savings & Investment Plan · Sponsored by Greenberg & Company LLC · Florida · Professional & Technical Services

$5M in assets, 4 participants

Greenberg & Company LLC's Greenberg & Company Savings & Investment Plan reported $5M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,007 in Professional & Technical Services (21,562 peers)

Greenberg & Company LLC multi-year trail

Greenberg & Company LLC's plans moved +30.8% in assets from 2022 to 2024; this filing shows Greenberg & Company Savings & Investment Plan at $5M / 4 participants.

#10,007
in Professional & Technical Services (21,562 peers)
-6.8%
assets change YoY

The plan reported a net loss of $333K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Greenberg & Company Savings & Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers

Greenberg & Company Savings & Investment Plan vs every filed plan by assets

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

$4,560,743 49th percentile higher than 49% 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 & Company Savings & Investment 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 & Company Savings & Investment Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 222888062 · Greenberg & Company LLC PY 2022 · 401(k)

Greenberg & Company Savings & Investment Plan · $5M · 4 · 49th

  • SCH $5M
  • SCH 4
  • SCH 49th
  • SCH 401(k)
  • SCH near Acf Hr Services, LLC Savings Plan
  • SCH ind #10007

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 Florida →

Greenberg & Company Savings & Investment Plan in the asset neighbourhood

Greenberg & Company Savings & Investment PlanGreenberg & Company Savings …$5MAcf Hr Services, LLC Savings PlanAcf Hr Services, LLC Savings…$5MThree Floyds Brewing 401(k) PlanThree Floyds Brewing 401(k) …$5MPivot3 401(k) Plan$5MRevolt Media & Tv 401(k) Plan$5M
End-of-year total assets ($M) among Greenberg & Company Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Greenberg & Company LLC multi-year asset trail

Sponsor-wide plan assets over time

All Greenberg & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.795903211384633% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.56M $5.97M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 4 $5M
2023 1 3 $5M
2024 1 3 $6M

Greenberg & Company LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$333K
Employer EIN222888062
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Greenberg & Company Savings & Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Greenberg & Company Savings & Investment Plan, Total assets ($B): 0.004560743 · Participants: 4Greenberg & Company Savings & Investment PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Greenberg & Company Savings & Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Greenberg & Company Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Acf Hr Services, LLC Savings Plan in NJ ($5M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

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 Greenberg & Company Savings & Investment Plan assets move in 2022?
Greenberg & Company Savings & Investment Plan pulled back noticeably - down 6.8% during 2022, from $5M to $5M. Reported net income was -$333K.
How have Greenberg & Company LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Greenberg & Company LLC's sponsor-wide assets grew 30.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Greenberg & Company Savings & Investment Plan?
Among 401(k) plans in other states, the closest by assets is Acf Hr Services, LLC Savings Plan in NJ ($5M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Greenberg & Company Savings & Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).