401(k) · DOL Form 5500 · 2024

Greenberg Financial Group 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
26th
Percentile by assets National rank
$162,138
Avg per participant Above avg balance/head
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Official DOL plan name: Greenberg Financial Group 401(k) Profit Sharing Plan · Sponsored by Greenberg Financial Group · Arizona · Finance & Insurance

$1M in assets, 9 participants

Greenberg Financial Group's Greenberg Financial Group 401(k) Profit Sharing Plan reported $1M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,373 in Finance & Insurance (8,549 peers)

Greenberg Financial Group multi-year trail

Greenberg Financial Group's plans moved +60.3% in assets from 2022 to 2024; this filing shows Greenberg Financial Group 401(k) Profit Sharing Plan at $1M / 9 participants.

#1,373
in Finance & Insurance (8,549 peers)
+30.3%
assets growth YoY

Greenberg Financial Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Greenberg Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,459,239 26th percentile higher than 26% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Greenberg Financial Group 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greenberg Financial Group 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Greenberg Financial Group 401(k) Profit Sharing Plan reported net income rose from $210K in the plan year 2023 filing to $339K in the plan year 2024 filing.
  • Greenberg Financial Group 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Greenberg Financial Group 401(k) Profit Sharing Plan reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860903680 · Greenberg Financial Group PY 2024 · 401(k)

Greenberg Financial Group 401(k) Profit Sharing Plan · $1M · 9 · 26th

  • PCT $1M
  • PCT 9
  • PCT 26th
  • PCT 401(k)
  • PCT near Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust
  • PCT ind #1373

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 Arizona →

Greenberg Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood

Greenberg Financial Group 401(k) Profit Sharing PlanGreenberg Financial Group 40…$1MOster and Wolf LLP 401(k) Profit Sharing Plan & TrustOster and Wolf LLP 401(k) Pr…$1MCharles S. Adams, O.D., a.P.C. Profit Sharing PlanCharles S. Adams, O.D., a.P.…$1MBoosted Commerce 401(k) Plan$1MBark Frameworks, Inc. 401(k) Retirement PlanBark Frameworks, Inc. 401(k)…$1M
End-of-year total assets ($M) among Greenberg Financial Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Greenberg Financial Group multi-year asset trail

Sponsor-wide plan assets over time

All Greenberg Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$1M 60.285654971062144% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.91M $1.46M ▲ +60.4%
Year Plans Participants Total Assets
2022 1 7 $910K
2023 1 7 $1M
2024 1 9 $1M

Greenberg Financial Group filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$339K
Employer EIN860903680
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Greenberg Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Greenberg Financial Group 401(k) Profit Sharing Plan, Total assets ($B): 0.001459239 · Participants: 9Greenberg Financial Group 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Greenberg Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Greenberg Financial Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Greenberg Financial Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust in CA ($1M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Greenberg Financial Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Greenberg Financial Group 401(k) Profit Sharing Plan surged - up 30.3% during 2024, from $1M to $1M. Reported net income was $339K.
How have Greenberg Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greenberg Financial Group's sponsor-wide assets grew 60.3%, from $910K to $1M.
Which 401(k) plans are similar in size to Greenberg Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust in CA ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Greenberg Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860903680.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.