Profit Sharing · DOL Form 5500 · 2023

Atty Gary Greenberg Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
40th
Percentile by assets National rank
$992,550
Avg per participant High balance/head
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Official DOL plan name: Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg · Sponsored by Atty Gary Greenberg · Wisconsin · Professional & Technical Services

$4M in assets, 4 participants

Atty Gary Greenberg's Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,618 in Professional & Technical Services (20,321 peers)

Atty Gary Greenberg multi-year trail

Atty Gary Greenberg's plans moved +22.4% in assets from 2022 to 2024; this filing shows Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg at $4M / 4 participants.

#7,618
in Professional & Technical Services (20,321 peers)
+8.4%
assets growth YoY

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg's mid-pack asset rank among Professional & Technical Services and all filers

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,970,198 40th percentile higher than 40% of 127,068 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 2023

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg reported net income rose from -$282K in the plan year 2022 filing to $309K in the plan year 2023 filing.
  • Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391488120 · Atty Gary Greenberg PY 2023 · Profit Sharing

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg · $4M · 4 · 40th

  • TYPE $4M
  • NET 4
  • BOOK 40th
  • VS-ST Profit Sharing
  • BOY near Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti
  • SCH ind #7618

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 Wisconsin →

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg in the asset neighbourhood

Lawrenceburg Federal Profit Sharing PlanLawrenceburg Federal Profit …$4MBaird Self Directed Profit Sharing Plan Fbo Gary S GreenbergBaird Self Directed Profit S…$4MCharles Schwab-Custodian-Keogh Profit Sharing Plan-Louis BellottiCharles Schwab-Custodian-Keo…$4MMacon-Bibb County Eoc, Inc. Profit Sharing PlanMacon-Bibb County Eoc, Inc. …$4MSara E Dysart PC Vip Basic Profit Sharing PlanSara E Dysart PC Vip Basic P…$4M
End-of-year total assets ($M) among Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Atty Gary Greenberg multi-year asset trail

Sponsor-wide plan assets over time

All Atty Gary Greenberg plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.398978788392732% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.48M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 2 $4M

Atty Gary Greenberg filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$309K
Employer EIN391488120
Plan Effective Date1982-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg, Total assets ($B): 0.003970198 · Participants: 4Baird Self Directed Profit Sharing Plan Fbo Gary S GreenbergThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg side-by-side with 3 peers →

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti in NJ ($4M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg assets move in 2023? ▼
Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg grew at a solid clip - up 8.4% during 2023, from $4M to $4M. Reported net income was $309K.
How have Atty Gary Greenberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atty Gary Greenberg's sponsor-wide assets grew 22.4%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg? ▼
Among Profit Sharing plans in other states, the closest by assets is Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti in NJ ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391488120.

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.