401(k) · DOL Form 5500 · 2022
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 127
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $250,664
- Avg per participant Above avg balance/head
Official DOL plan name: Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees · Sponsored by Greenbaum, Rowe, Smith & Davis LLP · New Jersey · Professional & Technical Services
$32M in assets, 127 participants
Greenbaum, Rowe, Smith & Davis LLP's Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees reported $32M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #18,158 in Professional & Technical Services (21,562 peers)
Coverage in New Jersey
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees covers 127 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $32M.
- #18,158
- in Professional & Technical Services (21,562 peers)
- -17.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees's outsized position by total assets
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,834,361 Top 16% higher than 84% 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
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees 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 401(k) Plan & Trust for Partners, Key Employees sits mid-pack in the medium band (127 participants).
EBSA filing schedule strip
Filing strip 221544785 · Greenbaum, Rowe, Smith & Davis LLP PY 2022 · 401(k)
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees · $32M · 127 · 84th
- SCH $32M
- SCH 127
- SCH 84th
- SCH 401(k)
- SCH near Grunley Construction, Inc. 401(k) Ps Plan
- SCH ind #18158
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 401(k) Plan & Trust for Partners, Key Employees in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$7M |
| Employer EIN | 221544785 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 241 | $62M |
| 2023 | 2 | 255 | $71M |
| 2024 | 2 | 248 | $76M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Grunley Construction, Inc. 401(k) Ps Plan in MD ($32M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 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.