Profit Sharing · DOL Form 5500 · 2024

Greenbaum, Rowe, Smith & Davis LLP Profit Sharing Plan

Data updated 2026-08-06

$37M
Total assets: 116
Participants: 80th
Percentile by assets: $317,960
Avg per participant

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.

80th percentile by assets (of 116,472 plans)

Coverage in New Jersey

Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust covers 116 participants in New Jersey, about 13% of the average New Jersey filer (state average ~865 per filing). Assets: $37M.

$37M
total plan assets (2024 EOY): 116
covered participants: 80th
percentile by assets (of 116,472 plans): $317,960
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Professional & Technical Services

Participants vs New Jersey filers

In New Jersey, the average filing covers about 865 participants across 3,927 plans. Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust reports 116 participants - about 13% of that state average ($37M EOY assets).

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)

Total plan assets by year, all Greenbaum, Rowe, Smith & Davis LLP plans on file

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.

Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants

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
IBEW Local Union No 102 Surety Plan $685M · 2,382
Kpmg Partner Retirement Savings Plan $524M · 1,704
Cooper Health System, Inc. Defined Contribution Retirement Plan $359M · 7,208

Compare Greenbaum, Rowe, Smith & Davis LLP Retir… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust by total assets, not by location.

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
United Church of Christ Homes Retirement Plan (PA) $37M · 733

Frequently Asked Questions

How did Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust assets move in 2024? ▼

Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust grew at a solid clip - up 5.2% during 2024, from $35M to $37M. Reported net income was $2M.

How have Greenbaum, Rowe, Smith & Davis LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Greenbaum, Rowe, Smith & Davis LLP's sponsor-wide assets grew 21.9%, from $62M to $76M.

Where does Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust rank by assets among Form 5500 filers? ▼

Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust ranks in the 80th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Tradehome Shoe Stores, Inc. Profit Sharing Plan in MN ($37M, 381 participants).

Next read for Greenbaum, Rowe, Smith & Davis LLP Retir…

Filing takeaways

Ways to act on Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust's numbers.

By total assets, Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
Greenbaum, Rowe, Smith & Davis LLP's sponsor-wide assets have grown 21.9% 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 221544785.

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.