Profit Sharing · DOL Form 5500 · 2023
Greenbaum, Rowe, Smith & Davis LLP Profit Sharing Plan
Data updated 2026-08-11
- $35M
- Total assets
- 125
- Participants
- 81st
- Percentile by assets
- $280,457
- Avg per participant
Official DOL plan name: Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust · Sponsored by Greenbaum, Rowe, Smith & Davis LLP · New Jersey · Professional & Technical Services
$35M in assets, 125 participants
Greenbaum, Rowe, Smith & Davis LLP's Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reported $35M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 127,072 plans)
- #16,671 in Professional & Technical Services (20,321 peers)
Coverage in New Jersey
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust covers 125 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $35M.
- $35M
- total plan assets (2023 EOY)
- 125
- covered participants
- 81st
- percentile by assets (of 127,072 plans)
- $280,457
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reported participants rose from 114 in the plan year 2022 filing to 125 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reports 125 participants - about 15% of that state average ($35M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 221544785 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greenbaum, Rowe, Smith & Davis LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 241 | $62M |
| 2023 | 2 | 255 | $71M |
| 2024 | 2 | 248 | $76M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust by total assets, not by location.
- Laborers Local 231 Annuity Fund (IL) $35M · 745
- Il Federation of Teachers Pension Plan (IL) $35M · 84
- Buffalo Laborers Security Fund (NY) $35M · 1,208
- First National Bank of Pulaski Profit Sharing Plan (TN) $35M · 147
Frequently Asked Questions
How did Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust assets move in 2023? ▼
How have Greenbaum, Rowe, Smith & Davis LLP plan assets changed over time? ▼
Where does Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust? ▼
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Filing takeaways
Ways to act on Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust's numbers.
- By total assets, Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Greenbaum, Rowe, Smith & Davis LLP's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans