401(k) · DOL Form 5500 · 2024
Gabriel, Roeder, Smith & Company Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 121
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $659,681
- Avg per participant High balance/head
Official DOL plan name: Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan · Sponsored by Gabriel, Roeder, Smith & Company Holdings, Inc. · Michigan · Professional & Technical Services
$80M in assets, 121 participants
Gabriel, Roeder, Smith & Company Holdings, Inc.'s Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan reported $80M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,124 in Professional & Technical Services (20,173 peers)
Coverage in Michigan
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan covers 121 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $80M.
- #18,124
- in Professional & Technical Services (20,173 peers)
- +14.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan's outsized position by total assets
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$79,821,408 Top 11% higher than 89% 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
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan 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. Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan end-of-year assets rose from $70M in the plan year 2023 filing to $80M in the plan year 2024 filing.
- Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan reported participants fell from 128 in the plan year 2023 filing to 121 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 475435846 · Gabriel, Roeder, Smith & Company Holdings, Inc. PY 2024 · 401(k)
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan · $80M · 121 · 89th
- SCH $80M
- EBSA 121
- PART 89th
- TYPE 401(k)
- NET near Entrans 401(k) Plan
- BOOK ind #18124
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 Michigan →
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $10M |
| Employer EIN | 475435846 |
| Plan Effective Date | 1985-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gabriel, Roeder, Smith & Company Holdings, Inc.)
Sponsor-wide plan assets over time
All Gabriel, Roeder, Smith & Company Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 26.587829945661994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 365 | $108M |
| 2023 | 3 | 349 | $123M |
| 2024 | 3 | 330 | $136M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Entrans 401(k) Plan in TN ($80M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- Entrans 401(k) Plan (TN) $80M · 1,005
- Thrall Enterprises, Inc. Employee Savings Plan (IL) $80M · 333
- The National Football League Capital Accumulation Plan (WI) $80M · 609
- Tlp Management Services LLC 401(k) Plan (CO) $80M · 537
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Mwg Holdings Group, Inc. 401(k) Plan (CA) 121 · 0 off
- Torrington Savings Bank 401(k) Savings Plan (CT) 121 · 0 off
- Davis & Towle Group, Inc. 401(k) Plan & Trust (NH) 121 · 0 off
- The Fremont Company 401(k) Plan (OH) 121 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.