401(k) · DOL Form 5500 · 2023
Gabriel, Roeder, Smith & Company Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 128
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $543,173
- Avg per participant High balance/head
Official DOL plan name: Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan · Sponsored by Gabriel, Roeder, Smith & Company Holdings, Inc. · Michigan · Professional & Technical Services
$70M in assets, 128 participants
Gabriel, Roeder, Smith & Company Holdings, Inc.'s Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan reported $70M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,242 in Professional & Technical Services (20,321 peers)
Coverage in Michigan
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan covers 128 participants in Michigan, about 20% of the average Michigan filer (state average ~638 per filing). Assets: $70M.
- #18,242
- in Professional & Technical Services (20,321 peers)
- +15.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan's outsized position by total assets
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,526,180 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan reported net income rose from -$13M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan end-of-year assets rose from $60M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan reported participants fell from 133 in the plan year 2022 filing to 128 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 475435846 · Gabriel, Roeder, Smith & Company Holdings, Inc. PY 2023 · 401(k)
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan · $70M · 128 · 89th
- 5500 $70M
- 5500 128
- 5500 89th
- 5500 401(k)
- 5500 near Innovage 401(k) Plan
- 5500 ind #18242
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. Savings and Thrift Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $9M |
| Employer EIN | 475435846 |
| Plan Effective Date | 1985-03-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 365 | $108M |
| 2023 | 3 | 349 | $123M |
| 2024 | 3 | 330 | $136M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Innovage 401(k) Plan in CO ($70M); by covered participants it is Eaze Technologies, Inc. Retirement Trust in CA (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Innovage 401(k) Plan (CO) $70M · 2,075
- Amsted Retirement Savings Plan for Bargaining Employees (IL) $70M · 995
- Gobrands, Inc. 401(k) Profit Sharing Plan (PA) $70M · 6,071
- Eating Recovery Center 401(k) Plan (CO) $70M · 2,096
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Eaze Technologies, Inc. Retirement Trust (CA) 128 · 0 off
- All Current Electrical Sales 401(k) Plan (NJ) 128 · 0 off
- Marrs Electric LLC 401(k) Plan (OK) 128 · 0 off
- Pulse Broadband, LLC 401(k) Plan (VA) 128 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.