Profit Sharing · DOL Form 5500 · 2023

Peter Greenberg Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 2
Participants Small participant base: 38th
Percentile by assets National rank: $1.7M
Avg per participant High balance/head

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Official DOL plan name: Peter Greenberg Retirement Plan · Sponsored by Peter Greenberg · New York · Finance & Insurance

$3M in assets, 2 participants

Peter Greenberg's Peter Greenberg Retirement Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

#2,323 in Finance & Insurance (8,869 peers)

Peter Greenberg multi-year trail

Peter Greenberg's plans moved +15.9% in assets from 2022 to 2023; this filing shows Peter Greenberg Retirement Plan at $3M / 2 participants.

#2,323
in Finance & Insurance (8,869 peers): +15.9%
assets growth YoY

Peter Greenberg Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Peter Greenberg Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,421,939 38th percentile higher than 38% 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

Peter Greenberg Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peter Greenberg Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Peter Greenberg Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $471K in the plan year 2023 filing.
Peter Greenberg Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132726229 · Peter Greenberg PY 2023 · Profit Sharing

Peter Greenberg Retirement Plan · $3M · 2 · 38th

SCH $3M
SCH 2
SCH 38th
SCH Profit Sharing
SCH near B Lab 403b Retirement Plan
SCH ind #2323

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 Finance & Insurance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Peter Greenberg Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Peter Greenberg multi-year asset trail

Latest sponsor-wide plan assets: $3M 15.94970498711214% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$3M
2023	1	2	$3M

Peter Greenberg filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$471K
Employer EIN	132726229
Plan Effective Date	1979-12-31
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Peter Greenberg Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.2B · 18,907
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237

Compare Peter Greenberg Retirement Plan side-by-side with 3 peers →

Peter Greenberg Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is B Lab 403b Retirement Plan in PA ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

B Lab 403b Retirement Plan (PA) $3M · 119
Moreton Cares Inc. Retirement Plan (TX) $3M · 36
Baldev Rai Inc Profit Sharing Plan (CA) $3M · 18
Fremont Nephrology Professional Corporation, Profit Sharing Plan (CA) $3M · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Kramatron Precision Inc - Profit Sharing Plan (NJ) 2 · 0 off
Group H Capital Corporation Profit Sharing Trust (VA) 2 · 0 off
Sechalf Holdings, Inc. Retirement Plan (TX) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Peter Greenberg Retirement Plan assets move in 2023? ▼

Peter Greenberg Retirement Plan grew sharply - up 15.9% during 2023, from $3M to $3M. Reported net income was $471K.

How have Peter Greenberg plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Peter Greenberg's sponsor-wide assets grew 15.9%, from $3M to $3M.

Which Profit Sharing plans are similar in size to Peter Greenberg Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is B Lab 403b Retirement Plan in PA ($3M, 119 participants).

Which Profit Sharing plans cover a similar participant headcount to Peter Greenberg Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

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 132726229.