Profit Sharing · DOL Form 5500 · 2023

Joseph, Greenwald & Laake, P.a. Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
51
Participants Small participant base
72nd
Percentile by assets National rank
$382,556
Avg per participant High balance/head
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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.

  • #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.

#14,620
in Professional & Technical Services (20,321 peers)
+41.1%
assets growth YoY

Joseph, Greenwald & Laake, P.a. Retirement Plan's outsized position by total assets

Joseph, Greenwald & Laake, P.a. Retirement Plan vs every filed plan by assets

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

$19,510,331 Top 28% higher than 72% 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

Joseph, Greenwald & Laake, P.a. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph, Greenwald & Laake, P.a. Retirement Plan is a small filing (51 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521404769 · Joseph, Greenwald & Laake, P.a. PY 2023 · Profit Sharing

Joseph, Greenwald & Laake, P.a. Retirement Plan · $20M · 51 · 72nd

  • TYPE $20M
  • TYPE 51
  • TYPE 72nd
  • TYPE Profit Sharing
  • TYPE near Spike Enterprises Inc. Retirement Plan
  • TYPE ind #14620

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 Maryland →

Joseph, Greenwald & Laake, P.a. Retirement Plan in the asset neighbourhood

Plumbers & Steamfitters Local 131 Annuity PlanPlumbers & Steamfitters Loca…$20MJoseph, Greenwald & Laake, P.a. Retirement PlanJoseph, Greenwald & Laake, P…$20MSpike Enterprises Inc. Retirement PlanSpike Enterprises Inc. Retir…$19MGE Puerto Rico Savings Plan$19MAmerican Diabetes Association Defined Contribution PlanAmerican Diabetes Associatio…$19M
End-of-year total assets ($M) among Joseph, Greenwald & Laake, P.a. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Joseph, Greenwald & Laake, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph, Greenwald & Laake, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 65.27469306321899% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $22.9M ▲ +65.3%
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 EIN521404769
Plan Effective Date1998-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Joseph, Greenwald & Laake, P.a. Retirement Plan, Total assets ($B): 0.019510331 · Participants: 51Joseph, Greenwald & Laake, P.a. Retirement PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
Joseph, Greenwald & Laake, P.a. Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Joseph, Greenwald & Laake, P.a. Retirement Plan side-by-side with 3 peers →

Joseph, Greenwald & Laake, P.a. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Spike Enterprises Inc. Retirement Plan in TX ($19M); by covered participants it is Puerto Rico Federal Credit Union 1081.01 Retirement Plan in PR (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Joseph, Greenwald & Laake, P.a. Retirement Plan assets move in 2023? ▼
Joseph, Greenwald & Laake, P.a. Retirement Plan surged - up 41.1% during 2023, from $14M to $20M. Reported net income was $6M.
How have Joseph, Greenwald & Laake, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph, Greenwald & Laake, P.a.'s sponsor-wide assets grew 65.3%, from $14M to $23M.
Which Profit Sharing plans are similar in size to Joseph, Greenwald & Laake, P.a. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Spike Enterprises Inc. Retirement Plan in TX ($19M, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to Joseph, Greenwald & Laake, P.a. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Puerto Rico Federal Credit Union 1081.01 Retirement Plan in PR (51 participants, $1M 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 521404769.

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.