401(k) · DOL Form 5500 · 2022
Green Wealth Management Group 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $258,791
- Avg per participant Above avg balance/head
Official DOL plan name: Green Wealth Management Group 401(k) Profit Sharing Plan & Trust · Sponsored by Green Wealth Management Group · Connecticut · Professional & Technical Services
$1M in assets, 5 participants
Green Wealth Management Group's Green Wealth Management Group 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,185 in Professional & Technical Services (21,562 peers)
Green Wealth Management Group multi-year trail
Green Wealth Management Group's plans moved +52.8% in assets from 2022 to 2024; this filing shows Green Wealth Management Group 401(k) Profit Sharing Plan & Trust at $1M / 5 participants.
- #5,185
- in Professional & Technical Services (21,562 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Green Wealth Management Group 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Green Wealth Management Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,293,953 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Green Wealth Management Group 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Green Wealth Management Group 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 863322118 · Green Wealth Management Group PY 2022 · 401(k)
Green Wealth Management Group 401(k) Profit Sharing Plan & Trust · $1M · 5 · 28th
- PART $1M
- PART 5
- PART 28th
- PART 401(k)
- PART near Rackley Solutions, LLC 401(k) Profit Sharing Plan
- PART ind #5185
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 Connecticut →
Green Wealth Management Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Green Wealth Management Group multi-year asset trail
Sponsor-wide plan assets over time
All Green Wealth Management Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 52.757325807042456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 7 | $2M |
Green Wealth Management Group filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$184K |
| Employer EIN | 863322118 |
| Plan Effective Date | 2021-04-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Green Wealth Management Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Rackley Solutions, LLC 401(k) Profit Sharing Plan in TN ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.