Other · DOL Form 5500 · 2024
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan
Data updated 2026-05-15
- $14M
- Total assets
- 88
- Participants
- 62th
- Percentile by assets
- $154,599
- Avg per participant
Sponsored by Gabriel, Roeder, Smith & Company Holdings, Inc. · Michigan · Professional & Technical Services
What the 2024 filing shows
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan holds $14M for 88 participants - about $154,599 per participant, above the median plan by assets, down 2.1% over the 2024 plan year.
- $14M
- total plan assets (2024 EOY)
- 88
- covered participants
- 62th
- percentile by assets (of 116,472 plans)
- $154,599
- avg assets per participant
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Other · DOL Form 5500 · 2024
What the Filing Says About Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan is an Other retirement plan sponsored by Gabriel, Roeder, Smith & Company Holdings, Inc., headquartered in Michigan. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 88 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 475435846, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets edged down modestly from $14M at the beginning of 2024 to $14M at year-end - down 2.1%. Net assets (after liabilities) closed the year at $14M, with reported net income of -$293K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Gabriel, Roeder, Smith & Company Holdings, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $108M to $136M, a gain of 26.6%, while reported participants moved from 365 to 330 (-9.6%). The strongest year on file by total sponsor assets was 2024 at $136M; the softest was 2022 at $108M. Year-by-year, sponsor-wide filings show: 2022 - $108M in assets across 3 plans covering 365 participants; 2023 - $123M in assets across 3 plans covering 349 participants; 2024 - $136M in assets across 3 plans covering 330 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Total Assets (End of Year) | $14M |
| Net Assets (End of Year) | $14M |
| Net Income | -$293K |
| Plan Type | Other |
| Employer EIN | 475435846 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gabriel, Roeder, Smith & Company Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 365 | $108M |
| 2023 | 3 | 349 | $123M |
| 2024 | 3 | 330 | $136M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Pension Agreement $10.3B · 12,752
- Fca US LLC Pension Plan $3.7B · 2,267
- Ohio Carpenters' Pension Plan $2.1B · 11,132
- Operating Engineers' Local 324 Pension Fund $1.9B · 8,314
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
Frequently Asked Questions
How much money is in the Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan? ▼
What type of plan is Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan? ▼
Who sponsors the Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan? ▼
How did Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan perform in 2024? ▼
What this filing means
Ways to act on Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
- Gabriel, Roeder, Smith & Company Holdings, Inc.'s sponsor-wide assets have grown 26.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 475435846.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.