Profit Sharing · DOL Form 5500 · 2024
Greenbaum, Rowe, Smith & Davis LLP Profit Sharing Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 116
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $317,960
- Avg per participant High balance/head
Official DOL plan name: Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust · Sponsored by Greenbaum, Rowe, Smith & Davis LLP · New Jersey · Professional & Technical Services
$37M in assets, 116 participants
Greenbaum, Rowe, Smith & Davis LLP's Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reported $37M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,286 in Professional & Technical Services (20,173 peers)
Coverage in New Jersey
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust covers 116 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $37M.
- #16,286
- in Professional & Technical Services (20,173 peers)
- +5.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust's outsized position by total assets
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,883,318 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reported participants fell from 125 in the plan year 2023 filing to 116 in the plan year 2024 filing.
- Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 221544785 · Greenbaum, Rowe, Smith & Davis LLP PY 2024 · Profit Sharing
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust · $37M · 116 · 80th
- RANK $37M
- PHOTO 116
- IND 80th
- EOY Profit Sharing
- 5500 near Insulators Local No. 23 Annuity Fund
- ASSETS ind #16286
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 New Jersey →
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $2M |
| Employer EIN | 221544785 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greenbaum, Rowe, Smith & Davis LLP)
Sponsor-wide plan assets over time
All Greenbaum, Rowe, Smith & Davis LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 21.88822467910506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 241 | $62M |
| 2023 | 2 | 255 | $71M |
| 2024 | 2 | 248 | $76M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Insulators Local No. 23 Annuity Fund in PA ($37M); by covered participants it is H & T Medicals, Incorporated Retirement Plan in RI (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Insulators Local No. 23 Annuity Fund (PA) $37M · 315
- Tradehome Shoe Stores, Inc. Profit Sharing Plan (MN) $37M · 381
- Autobody Products, Inc. Profit Sharing Plan (PA) $37M · 132
- Heritage Christian Services, Inc. Retirement Plan (NY) $37M · 2,890
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- H & T Medicals, Incorporated Retirement Plan (RI) 116 · 0 off
- Social Finance, Inc. 403(b) Plan (MA) 116 · 0 off
- Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP (NY) 116 · 0 off
- Silvercar, Inc. 401(k) Plan (TX) 116 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.