Defined Benefit (Pension) · DOL Form 5500 · 2022

Gabriel, Roeder, Smith & Company Holdings, Inc. Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
134
Participants Small participant base
84th
Percentile by assets National rank
$253,215
Avg per participant Above avg balance/head
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Official DOL plan name: Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan · Sponsored by Gabriel, Roeder, Smith & Company Holdings, Inc. · Michigan · Professional & Technical Services

$34M in assets, 134 participants

Gabriel, Roeder, Smith & Company Holdings, Inc.'s Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan reported $34M in total assets and 134 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.

  • #18,314 in Professional & Technical Services (21,562 peers)

Coverage in Michigan

Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan covers 134 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $34M.

#18,314
in Professional & Technical Services (21,562 peers)
-9.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan's outsized position by total assets

Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$33,930,849 Top 16% higher than 84% 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

Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan 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. Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan sits mid-pack in the medium band (134 participants).

Plan-year Form 5500 strip

Filing strip 475435846 · Gabriel, Roeder, Smith & Company Holdings, Inc. PY 2022 · Defined Benefit (Pension)

Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan · $34M · 134 · 84th

  • BOY $34M
  • BOY 134
  • BOY 84th
  • BOY Defined Benefit (Pension)
  • BOY near Dallas Theological Seminary Pension Plan
  • BOY ind #18314

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 Michigan →

Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Southern Tier Smw Local 112 Pension PlanSouthern Tier Smw Local 112 …$34MDallas Theological Seminary Pension PlanDallas Theological Seminary …$34MGabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension PlanGabriel, Roeder, Smith & Com…$34MHgea Staff Retirement Plan$34MRetirement Plan for Salaried Employees of Foundation CoalRetirement Plan for Salaried…$34M
End-of-year total assets ($M) among Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$34M
Net Income-$3M
Employer EIN475435846
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gabriel, Roeder, Smith & Company Holdings, Inc.)

Sponsor-wide plan assets over time

All Gabriel, Roeder, Smith & Company Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$136M 26.587829945661994% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $108M $136M ▲ +26.6%
Year Plans Participants Total Assets
2022 3 365 $108M
2023 3 349 $123M
2024 3 330 $136M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.033930849 · Participants: 134Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Dallas Theological Seminary Pension Plan in TX ($34M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan pulled back noticeably - down 9.2% during 2022, from $37M to $34M. Reported net income was -$3M.
How have Gabriel, Roeder, Smith & Company Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gabriel, Roeder, Smith & Company Holdings, Inc.'s sponsor-wide assets grew 26.6%, from $108M to $136M.
Where does Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dallas Theological Seminary Pension Plan in TX ($34M, 85 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants, $24M 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 475435846.

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.