401(k) · DOL Form 5500 · 2024

Greenberg & Company LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 3
Participants Small participant base: 45th
Percentile by assets National rank: $2.0M
Avg per participant High balance/head

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Official DOL plan name: Greenberg & Company Savings & Investment Plan · Sponsored by Greenberg & Company LLC · Florida · Professional & Technical Services

$6M in assets, 3 participants

Greenberg & Company LLC's Greenberg & Company Savings & Investment Plan reported $6M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

#8,689 in Professional & Technical Services (20,173 peers)

Greenberg & Company LLC multi-year trail

Greenberg & Company LLC's plans moved +30.8% in assets from 2022 to 2024; this filing shows Greenberg & Company Savings & Investment Plan at $6M / 3 participants.

#8,689
in Professional & Technical Services (20,173 peers): +13.6%
assets growth YoY

Greenberg & Company Savings & Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers

Greenberg & Company Savings & Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,965,265 45th percentile higher than 45% 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

Greenberg & Company Savings & Investment Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greenberg & Company Savings & Investment Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Greenberg & Company Savings & Investment Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222888062 · Greenberg & Company LLC PY 2024 · 401(k)

Greenberg & Company Savings & Investment Plan · $6M · 3 · 45th

VS-ST $6M
VS-ST 3
VS-ST 45th
VS-ST 401(k)
VS-ST near Consolidated Crane Company, Inc. 401(k) Plan
VS-ST ind #8689

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 Florida →

End-of-year total assets ($M) among Greenberg & Company Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Greenberg & Company LLC multi-year asset trail

Latest sponsor-wide plan assets: $6M 30.795903211384633% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$5M
2023	1	3	$5M
2024	1	3	$6M

Greenberg & Company LLC filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$715K
Employer EIN	222888062
Plan Effective Date	1995-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Greenberg & Company Savings & Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Greenberg & Company Savings & Investment Plan side-by-side with 3 peers →

Greenberg & Company Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Consolidated Crane Company, Inc. 401(k) Plan in TX ($6M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Consolidated Crane Company, Inc. 401(k) Plan (TX) $6M · 108
Intra-National Home Care, LLC 401(k) Plan (OH) $6M · 4,895
National Truck Protection Co., Inc. 401(k) Plan (NC) $6M · 75
Earthbound LLC 401 K Profit Sharing Plan and Trust (NY) $6M · 117

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust (TX) 3 · 0 off
Arizona Mortgage & Investments 401(k) Plan (AZ) 3 · 0 off
Delta T Mgmt Retirement Plan (WI) 3 · 0 off
Lawnwood Enterprises, Inc. 401(k) Profit Sharing Plan (MA) 3 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Greenberg & Company Savings & Investment Plan assets move in 2024? ▼

Greenberg & Company Savings & Investment Plan grew at a solid clip - up 13.6% during 2024, from $5M to $6M. Reported net income was $715K.

How have Greenberg & Company LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Greenberg & Company LLC's sponsor-wide assets grew 30.8%, from $5M to $6M.

Which 401(k) plans are similar in size to Greenberg & Company Savings & Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Consolidated Crane Company, Inc. 401(k) Plan in TX ($6M, 108 participants).

Which 401(k) plans cover a similar participant headcount to Greenberg & Company Savings & Investment Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

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 222888062.