401(k) · DOL Form 5500 · 2023
Greenberg & Company LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Greenberg & Company Savings & Investment Plan · Sponsored by Greenberg & Company LLC · Florida · Professional & Technical Services
$5M in assets, 3 participants
Greenberg & Company LLC's Greenberg & Company Savings & Investment Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,772 in Professional & Technical Services (20,321 peers)
Greenberg & Company LLC multi-year trail
Greenberg & Company LLC's plans moved +30.8% in assets from 2022 to 2024; this filing shows Greenberg & Company Savings & Investment Plan at $5M / 3 participants.
- #8,772
- in Professional & Technical Services (20,321 peers)
- +15.1%
- assets growth YoY
Greenberg & Company Savings & Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers
Greenberg & Company Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,250,303 45th percentile higher than 45% 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
Greenberg & Company Savings & Investment 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. Greenberg & Company Savings & Investment Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Greenberg & Company Savings & Investment Plan reported net income rose from -$333K in the plan year 2022 filing to $690K in the plan year 2023 filing.
- Greenberg & Company Savings & Investment Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Greenberg & Company Savings & Investment Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 222888062 · Greenberg & Company LLC PY 2023 · 401(k)
Greenberg & Company Savings & Investment Plan · $5M · 3 · 45th
- EOY $5M
- EOY 3
- EOY 45th
- EOY 401(k)
- EOY near Personal Healthcare Management, LLC 401(k) Plan
- EOY ind #8772
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 Florida →
Greenberg & Company Savings & Investment Plan in the asset neighbourhood
Greenberg & Company LLC multi-year asset trail
Sponsor-wide plan assets over time
All Greenberg & Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 30.795903211384633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $5M |
| 2023 | 1 | 3 | $5M |
| 2024 | 1 | 3 | $6M |
Greenberg & Company LLC filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $690K |
| Employer EIN | 222888062 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Greenberg & Company Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Personal Healthcare Management, LLC 401(k) Plan in NY ($5M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.