Profit Sharing · DOL Form 5500 · 2024

Atty Gary Greenberg Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
40th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg · Sponsored by Atty Gary Greenberg · Wisconsin · Professional & Technical Services

$4M in assets, 2 participants

Atty Gary Greenberg's Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,557 in Professional & Technical Services (20,173 peers)

Atty Gary Greenberg multi-year trail

Atty Gary Greenberg's plans moved +22.4% in assets from 2022 to 2024; this filing shows Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg at $4M / 2 participants.

#7,557
in Professional & Technical Services (20,173 peers)
+12.9%
assets growth YoY

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg's mid-pack asset rank among Professional & Technical Services and all filers

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg vs every filed plan by assets

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

$4,481,679 40th percentile higher than 40% 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

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg reported net income rose from $309K in the plan year 2023 filing to $511K in the plan year 2024 filing.
  • Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg reported participants fell from 4 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391488120 · Atty Gary Greenberg PY 2024 · Profit Sharing

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg · $4M · 2 · 40th

  • 5500 $4M
  • ASSETS 2
  • PCT 40th
  • EIN Profit Sharing
  • RANK near Webster Memorial Hospital 403b Plan
  • PHOTO ind #7557

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 Wisconsin →

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg in the asset neighbourhood

Baird Self Directed Profit Sharing Plan Fbo Gary S GreenbergBaird Self Directed Profit S…$4MWebster Memorial Hospital 403b PlanWebster Memorial Hospital 40…$4MFalgoust, Caviness & Bienvenu Ps 401(k) PlanFalgoust, Caviness & Bienven…$4MBacas Trees Inc Profit Sharing PlanBacas Trees Inc Profit Shari…$4MTexas-Lehigh Cement Company Profit Sharing and Retirement PlanTexas-Lehigh Cement Company …$4M
End-of-year total assets ($M) among Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Atty Gary Greenberg multi-year asset trail

Sponsor-wide plan assets over time

All Atty Gary Greenberg plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.398978788392732% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.48M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 2 $4M

Atty Gary Greenberg filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$511K
Employer EIN391488120
Plan Effective Date1982-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg, Total assets ($B): 0.004481679 · Participants: 2Baird Self Directed Profit Sharing Plan Fbo Gary S GreenbergThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg side-by-side with 3 peers →

Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Webster Memorial Hospital 403b Plan in WV ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg assets move in 2024? ▼
Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg grew at a solid clip - up 12.9% during 2024, from $4M to $4M. Reported net income was $511K.
How have Atty Gary Greenberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atty Gary Greenberg's sponsor-wide assets grew 22.4%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg? ▼
Among Profit Sharing plans in other states, the closest by assets is Webster Memorial Hospital 403b Plan in WV ($4M, 183 participants).
Which Profit Sharing plans cover a similar participant headcount to Baird Self Directed Profit Sharing Plan Fbo Gary S Greenberg? ▼
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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391488120.

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.