Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$39M
Total assets
128
Participants
83rd
Percentile by assets
$305,408
Avg per participant
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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

$39M in assets, 128 participants

Gabriel, Roeder, Smith & Company Holdings, Inc.'s Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan reported $39M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #16,970 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan covers 128 participants in Michigan, about 20% of the average Michigan filer (state average ~638 per filing). Assets: $39M.

$39M
total plan assets (2023 EOY)
128
covered participants
83rd
percentile by assets (of 127,072 plans)
$305,408
avg assets per participant

Where Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan sits 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 2023 · DOL Form 5500

$39,092,264 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan reported participants fell from 134 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Michigan
Industry
Professional & Technical Services

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan reports 128 participants - about 20% of that state average ($39M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN475435846
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

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

$100M$110M$120M$130M$140M 202220232024 $108M $136M ▲ +26.6%
Total plan assets by year, all Gabriel, Roeder, Smith & Company Holdings, Inc. plans on file
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 ($B) Participants Gabriel, Roeder, Smi…, Total assets ($B): 0.039092264 · Participants: 128Gabriel, Roeder, Smi…General Motors Hourl…, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourl…Ford Motor Company U…, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company U…Ford Motor Company G…, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company G…Dow Employees' Pensi…, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pensi…Fca US LLC UAW Pensi…, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pensi…
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 Holding… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan grew sharply - up 15.2% during 2023, from $34M to $39M. Reported net income was $5M.
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 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Teamsters Joint Council No. 16 Pension Fund in NY ($39M, 269 participants).

Next read for Gabriel, Roeder, Smith & Company Holding…

Filing takeaways

Ways to act on Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan's numbers.

  • By total assets, Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Michigan. Compare plans
  • Gabriel, Roeder, Smith & Company Holdings, Inc.'s sponsor-wide assets have grown 26.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 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.