Profit Sharing · DOL Form 5500 · 2022
Greenbaum, Rowe, Smith & Davis LLP Profit Sharing Plan
Data updated 2026-08-11
- $31M
- Total assets
- 114
- Participants
- 83rd
- Percentile by assets
- $268,834
- Avg per participant
Official DOL plan name: Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust · Sponsored by Greenbaum, Rowe, Smith & Davis LLP · New Jersey · Professional & Technical Services
$31M in assets, 114 participants
Greenbaum, Rowe, Smith & Davis LLP's Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reported $31M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 139,126 plans)
- #18,044 in Professional & Technical Services (21,562 peers)
Coverage in New Jersey
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust covers 114 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $31M.
- $31M
- total plan assets (2022 EOY)
- 114
- covered participants
- 83rd
- percentile by assets (of 139,126 plans)
- $268,834
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust sits by total assets
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,647,070 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reports 114 participants - about 14% of that state average ($31M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$6M |
| Employer EIN | 221544785 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greenbaum, Rowe, Smith & Davis LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 241 | $62M |
| 2023 | 2 | 255 | $71M |
| 2024 | 2 | 248 | $76M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust assets move in 2022? ▼
How have Greenbaum, Rowe, Smith & Davis LLP plan assets changed over time? ▼
Where does Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust? ▼
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Filing takeaways
Ways to act on Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust's numbers.
- By total assets, Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Greenbaum, Rowe, Smith & Davis LLP's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans