Defined Benefit (Pension) · DOL Form 5500 · 2024
Gabriel, Roeder, Smith & Company Holdings, Inc. Pension Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 121
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $355,488
- Avg per participant High balance/head
Official DOL plan name: Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan · Sponsored by Gabriel, Roeder, Smith & Company Holdings, Inc. · Michigan · Professional & Technical Services
$43M in assets, 121 participants
Gabriel, Roeder, Smith & Company Holdings, Inc.'s Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan reported $43M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,722 in Professional & Technical Services (20,173 peers)
Coverage in Michigan
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan covers 121 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $43M.
- #16,722
- in Professional & Technical Services (20,173 peers)
- +10.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan's outsized position by total assets
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,013,999 Top 18% higher than 82% 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. Defined Benefit Pension 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. Defined Benefit Pension 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. Defined Benefit Pension Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension 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 · Defined Benefit (Pension)
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan · $43M · 121 · 82nd
- IND $43M
- EOY 121
- 5500 82nd
- ASSETS Defined Benefit (Pension)
- PCT near Belden Brick Co. Pension Plan
- EIN ind #16722
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. Defined Benefit Pension Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $4M |
| Employer EIN | 475435846 |
| Plan Effective Date | 2003-07-01 |
| 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 Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
- Ford Motor Company UAW Retirement Plan $17.8B · 25,742
- Ford Motor Company General Retirement Plan $12.1B · 8,585
- Dow Employees' Pension Plan $10.9B · 6,888
- Fca US LLC UAW Pension Agreement $10.3B · 12,752
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Belden Brick Co. Pension Plan in OH ($43M); by covered participants it is Communications Workers of America Plan for Employees' Pensions in DC (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Belden Brick Co. Pension Plan (OH) $43M · 179
- Elwyn, Inc. Retirement Plan (PA) $43M · 736
- Pension Plan for Hourly Ees of Wieland Rolled Products NA Buffalo, Inc. (NY) $43M · 365
- Ardagh Metal Pension Plan (IN) $43M · 656
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Communications Workers of America Plan for Employees' Pensions (DC) 121 · 0 off
- Vf Corporation Pension Plan (NC) 121 · 0 off
- Asbestos Workers Local 84 Pension Plan (IN) 121 · 0 off
- Scientific Protein Laboratories LLC Pension Plan (WI) 121 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.