Profit Sharing · DOL Form 5500 · 2023
Greenbaum, Rowe, Smith & Davis LLP Profit Sharing Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 125
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $280,457
- Avg per participant High balance/head
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.
- #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.
- #16,671
- in Professional & Technical Services (20,321 peers)
- +14.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust's outsized position by total assets
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,057,184 Top 19% higher than 81% 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
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust 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. Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust sits mid-pack in the medium band (125 participants).
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.
EBSA filing schedule strip
Filing strip 221544785 · Greenbaum, Rowe, Smith & Davis LLP PY 2023 · Profit Sharing
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust · $35M · 125 · 81st
- SCH $35M
- SCH 125
- SCH 81st
- SCH Profit Sharing
- SCH near Laborers Local 231 Annuity Fund
- SCH ind #16671
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 New Jersey →
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Greenbaum, Rowe, Smith & Davis LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 21.88822467910506% vs 2022
- 2024 filing year
| 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.
- 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
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Laborers Local 231 Annuity Fund in IL ($35M); by covered participants it is Shriver Nursing Services, Inc 403(b) Plan in MA (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- Shriver Nursing Services, Inc 403(b) Plan (MA) 125 · 0 off
- Atlantic Anesthesia, Inc. Profit Sharing Plan (VA) 125 · 0 off
- Hattenhauer Distributing Profit Sharing Plan (OR) 125 · 0 off
- Cooper Carry Inc Profit Sharing Plan & Trust (GA) 125 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.