Profit Sharing · DOL Form 5500 · 2023
Joseph, Greenwald & Laake, P.a. Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 51
- Participants
- 72nd
- Percentile by assets
- $382,556
- Avg per participant
Official DOL plan name: Joseph, Greenwald & Laake, P.a. Retirement Plan · Sponsored by Joseph, Greenwald & Laake, P.a. · Maryland · Professional & Technical Services
$20M in assets, 51 participants
Joseph, Greenwald & Laake, P.a.'s Joseph, Greenwald & Laake, P.a. Retirement Plan reported $20M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 127,072 plans)
- #14,620 in Professional & Technical Services (20,321 peers)
Joseph, Greenwald & Laake, P.a. multi-year trail
Joseph, Greenwald & Laake, P.a.'s plans moved +65.3% in assets from 2022 to 2024; this filing shows Joseph, Greenwald & Laake, P.a. Retirement Plan at $20M / 51 participants.
- $20M
- total plan assets (2023 EOY)
- 51
- covered participants
- 72nd
- percentile by assets (of 127,072 plans)
- $382,556
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joseph, Greenwald & Laake, P.a. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Joseph, Greenwald & Laake, P.a. Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Joseph, Greenwald & Laake, P.a. Retirement Plan reported participants fell from 58 in the plan year 2022 filing to 51 in the plan year 2023 filing.
Joseph, Greenwald & Laake, P.a. across 3 plan years on file
Across the 3 plan years Joseph, Greenwald & Laake, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $23M, a gain of 65.3%, while reported participants moved from 58 to 60 (+3.4%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($14M).
Joseph, Greenwald & Laake, P.a. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $14M |
| 2023 | 1 | 51 | $20M |
| 2024 | 1 | 60 | $23M |
Joseph, Greenwald & Laake, P.a. filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $6M |
| Employer EIN | 521404769 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Joseph, Greenwald & Laake, P.a. Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
- Sprinkler Industry Supplemental Pension Fund $2.6B · 25,150
- Nfl Player Annuity Program $1.7B · 2,736
- Major League Baseball Players Investment Plan $1.1B · 4,293
- International Painters and Allied Trades Industry Annuity Plan $622M · 10,625
- Nfl Player Capital Accumulation Plan $617M · 2,701
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Joseph, Greenwald & Laake, P.a. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Joseph, Greenwald & Laake, P.a. Retirement Plan assets move in 2023? ▼
How have Joseph, Greenwald & Laake, P.a. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Joseph, Greenwald & Laake, P.a. Retirement Plan? ▼
Next read for Joseph, Greenwald & Laake, P.a. Retireme…
Multi-year trail
Ways to act on Joseph, Greenwald & Laake, P.a. Retirement Plan's numbers.
- By total assets, Joseph, Greenwald & Laake, P.a. Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Maryland. Compare plans
- Joseph, Greenwald & Laake, P.a.'s sponsor-wide assets have grown 65.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans