401(k) · DOL Form 5500 · 2024
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 132
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $297,532
- Avg per participant High balance/head
Official DOL plan name: Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees · Sponsored by Greenbaum, Rowe, Smith & Davis LLP · New Jersey · Professional & Technical Services
$39M in assets, 132 participants
Greenbaum, Rowe, Smith & Davis LLP's Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees reported $39M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,480 in Professional & Technical Services (20,173 peers)
Coverage in New Jersey
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees covers 132 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $39M.
- #16,480
- in Professional & Technical Services (20,173 peers)
- +9.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees's outsized position by total assets
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,274,189 Top 19% higher than 81% 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 401(k) Plan & Trust for Partners, Key Employees 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 401(k) Plan & Trust for Partners, Key Employees sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees end-of-year assets rose from $36M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees reported participants rose from 130 in the plan year 2023 filing to 132 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 221544785 · Greenbaum, Rowe, Smith & Davis LLP PY 2024 · 401(k)
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees · $39M · 132 · 81st
- SCH $39M
- EBSA 132
- PART 81st
- TYPE 401(k)
- NET near The Statek Smart 401(k) Plan
- BOOK ind #16480
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 401(k) Plan & Trust for Partners, Key Employees in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $3M |
| 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 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is The Statek Smart 401(k) Plan in CA ($39M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- The Statek Smart 401(k) Plan (CA) $39M · 246
- Wts Paradigm Deferred Savings Plan (WI) $39M · 449
- Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust (CO) $39M · 222
- M-D Building Products, Inc. 401(k) Plan (OK) $39M · 937
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Oiwk 401(k) Profit Sharing Plan (KY) 132 · 0 off
- Tbc 401(k) Plan (TX) 132 · 0 off
- Cimco Refrigeration, Inc. 401(k) Plan (AL) 132 · 0 off
- Royce Geospatial Consultants 401(k) (VA) 132 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.