Profit Sharing · DOL Form 5500 · 2024

Joseph, Greenwald & Laake, P.a. Profit Sharing Plan

Data updated 2026-08-06

$23M
Total assets: 60
Participants: 73rd
Percentile by assets: $380,966
Avg per participant

Official DOL plan name: Joseph, Greenwald & Laake, P.a. Retirement Plan · Sponsored by Joseph, Greenwald & Laake, P.a. · Maryland · Professional & Technical Services

$23M in assets, 60 participants

Joseph, Greenwald & Laake, P.a.'s Joseph, Greenwald & Laake, P.a. Retirement Plan reported $23M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

73rd percentile by assets (of 116,472 plans)

Joseph, Greenwald & Laake, P.a. multi-year trail

Joseph, Greenwald & Laake, P.a.'s plans moved +65.3% in assets from 2022 to 2024; this filing shows Joseph, Greenwald & Laake, P.a. Retirement Plan at $23M / 60 participants.

$23M
total plan assets (2024 EOY): 60
covered participants: 73rd
percentile by assets (of 116,472 plans): $380,966
avg assets per participant

Joseph, Greenwald & Laake, P.a. Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Joseph, Greenwald & Laake, P.a. Retirement Plan reported participants rose from 51 in the plan year 2023 filing to 60 in the plan year 2024 filing.
Joseph, Greenwald & Laake, P.a. Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Maryland

Industry

Professional & Technical Services

Joseph, Greenwald & Laake, P.a. across 3 plan years on file

Across the 3 plan years Joseph, Greenwald & Laake, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $23M, a gain of 65.3%, while reported participants moved from 58 to 60 (+3.4%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($14M).

Joseph, Greenwald & Laake, P.a. multi-year asset trail

Total plan assets by year, all Joseph, Greenwald & Laake, P.a. plans on file

Year	Plans	Participants	Total Assets
2022	1	58	$14M
2023	1	51	$20M
2024	1	60	$23M

Joseph, Greenwald & Laake, P.a. filing trail (2024)

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$23M
Net Income	$3M
Employer EIN	521404769
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

Joseph, Greenwald & Laake, P.a. Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants

Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
Nfl Player Annuity Program $2.0B · 2,745
University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
Nfl Player Capital Accumulation Plan $707M · 2,693
International Painters and Allied Trades Industry Annuity Plan $644M · 10,721

Compare Joseph, Greenwald & Laake, P.a. Retireme… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Joseph, Greenwald & Laake, P.a. Retirement Plan by total assets, not by location.

Dechert LLP Participant-Directed Retirement Plan No. 1 (PA) $23M · 246
The Riverwoods Group 403(b) Plan (NH) $23M · 937
The Gordon School 403(b) Retirement Plan (RI) $23M · 80
Risk Strategies Prevailing Wage Retirement Program (FL) $23M · 1,350

Frequently Asked Questions

How did Joseph, Greenwald & Laake, P.a. Retirement Plan assets move in 2024? ▼

Joseph, Greenwald & Laake, P.a. Retirement Plan grew sharply - up 17.2% during 2024, from $20M to $23M. Reported net income was $3M.

How have Joseph, Greenwald & Laake, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Joseph, Greenwald & Laake, P.a.'s sponsor-wide assets grew 65.3%, from $14M to $23M.

Which Profit Sharing plans are similar in size to Joseph, Greenwald & Laake, P.a. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Dechert LLP Participant-Directed Retirement Plan No. 1 in PA ($23M, 246 participants).

Next read for Joseph, Greenwald & Laake, P.a. Retireme…

Multi-year trail

Ways to act on Joseph, Greenwald & Laake, P.a. Retirement Plan's numbers.

By total assets, Joseph, Greenwald & Laake, P.a. Retirement Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Maryland. Compare plans
Joseph, Greenwald & Laake, P.a.'s sponsor-wide assets have grown 65.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 521404769.

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.