401(k) · DOL Form 5500 · 2023
Gabriel, Roeder, Smith & Company Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $70M
- Total assets
- 128
- Participants
- 89th
- Percentile by assets
- $543,173
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $70M
- total plan assets (2023 EOY)
- 128
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $543,173
- avg assets per participant
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan reports 128 participants - about 20% of that state average ($70M EOY assets).
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.)
| 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.
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan assets move in 2023? ▼
How have Gabriel, Roeder, Smith & Company Holdings, Inc. plan assets changed over time? ▼
Where does Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan? ▼
Next read for Gabriel, Roeder, Smith & Company Holding…
Filing takeaways
Ways to act on Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan's numbers.
- By total assets, Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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