Profit Sharing · DOL Form 5500 · 2022

Greenbaum, Rowe, Smith & Davis LLP Profit Sharing Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
114
Participants Small participant base
83rd
Percentile by assets National rank
$268,834
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#18,044
in Professional & Technical Services (21,562 peers)
-16.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust's outsized position 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

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

Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust sits mid-pack in the medium band (114 participants).

Form 5500 schedule snapshot

Filing strip 221544785 · Greenbaum, Rowe, Smith & Davis LLP PY 2022 · Profit Sharing

Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust · $31M · 114 · 83rd

  • ASSETS $31M
  • PCT 114
  • EIN 83rd
  • RANK Profit Sharing
  • PHOTO near Hisco Profit Sharing Plan
  • IND ind #18044

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 New Jersey →

Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust in the asset neighbourhood

Sheet Metal Workers Union Local No. 24 Columbus Area Retirement Savings PlanSheet Metal Workers Union Lo…$31MGreenbaum, Rowe, Smith & Davis LLP Retirement Plan and TrustGreenbaum, Rowe, Smith & Dav…$31MHisco Profit Sharing Plan$31MEmployees Retirement Plan of Mother Murphys Laboratories, Inc.Employees Retirement Plan of…$31MMidwest Laboratories, Inc. Profit Sharing Plan and TrustMidwest Laboratories, Inc. P…$31M
End-of-year total assets ($M) among Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$6M
Employer EIN221544785
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greenbaum, Rowe, Smith & Davis LLP)

Sponsor-wide plan assets over time

All Greenbaum, Rowe, Smith & Davis LLP plans reported in each filing year

Latest sponsor-wide plan assets
$76M 21.88822467910506% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.5M $76.2M ▲ +21.9%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust, Total assets ($B): 0.03064707 · Participants: 114Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and TrustErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust side-by-side with 3 peers →

Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Hisco Profit Sharing Plan in TX ($31M); by covered participants it is Loomis Puerto Rico Pre-Tax Savings Plan in PR (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust assets move in 2022? ▼
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust declined sharply - down 16.8% during 2022, from $37M to $31M. Reported net income was -$6M.
How have Greenbaum, Rowe, Smith & Davis LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greenbaum, Rowe, Smith & Davis LLP's sponsor-wide assets grew 21.9%, from $62M to $76M.
Where does Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Hisco Profit Sharing Plan in TX ($31M, 389 participants).
Which Profit Sharing plans cover a similar participant headcount to Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Loomis Puerto Rico Pre-Tax Savings Plan in PR (114 participants, $599K 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 221544785.

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.