401(k) · DOL Form 5500 · 2022
Greenleaf Trust 401(k) Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 208
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $292,163
- Avg per participant High balance/head
Official DOL plan name: Greenleaf Trust 401(k) Plan · Sponsored by Greenleaf Trust · Michigan · Finance & Insurance
$61M in assets, 208 participants
Greenleaf Trust's Greenleaf Trust 401(k) Plan reported $61M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,688 in Finance & Insurance (9,261 peers)
Coverage in Michigan
Greenleaf Trust 401(k) Plan covers 208 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $61M.
- #7,688
- in Finance & Insurance (9,261 peers)
- -15.8%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Greenleaf Trust 401(k) Plan's outsized position by total assets
Greenleaf Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$60,769,943 Top 10% higher than 90% 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
Greenleaf Trust 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greenleaf Trust 401(k) Plan sits mid-pack in the medium band (208 participants).
Published 5500 schedule card
Filing strip 383416104 · Greenleaf Trust PY 2022 · 401(k)
Greenleaf Trust 401(k) Plan · $61M · 208 · 90th
- RANK $61M
- RANK 208
- RANK 90th
- RANK 401(k)
- RANK near R. J. Corman Savings Retirement Plan
- RANK ind #7688
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 Finance & Insurance retirement plans → · Plans in Michigan →
Greenleaf Trust 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | -$11M |
| Employer EIN | 383416104 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greenleaf Trust)
Sponsor-wide plan assets over time
All Greenleaf Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $90M 48.16358639665007% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 208 | $61M |
| 2023 | 1 | 220 | $78M |
| 2024 | 1 | 242 | $90M |
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 $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Greenleaf Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is R. J. Corman Savings Retirement Plan in KY ($61M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- R. J. Corman Savings Retirement Plan (KY) $61M · 1,178
- Permobil, Inc. 401(k) Profit Sharing and Trust (TN) $61M · 833
- Isco Industries Inc. Retirement Savings Plan (KY) $61M · 517
- Grain Millers, Inc. Retirement Savings Plan (MN) $61M · 658
Similar participant headcount
Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.
- Markforged, Inc Retirement Plan (MA) 208 · 0 off
- 3-G Construction Co., Inc. 401(k) Plan (AZ) 208 · 0 off
- Accutec Blades, Inc. 401(k) Plan (VA) 208 · 0 off
- Narvar 401(k) Plan (CA) 208 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.