401(k) · DOL Form 5500 · 2022
Greenleaves Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Pharr 401(k) Plan · Sponsored by Greenleaves Capital, LLC · North Carolina · Manufacturing
$17M in assets, 15 participants
Greenleaves Capital, LLC's Pharr 401(k) Plan reported $17M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #13,358 in Manufacturing (20,602 peers)
Where Pharr 401(k) Plan sits by assets
Pharr 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 15 participants (~$1.1M/participant), down 20.7% in 2022.
- #13,358
- in Manufacturing (20,602 peers)
- -20.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pharr 401(k) Plan's outsized position by total assets
Pharr 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,136,830 Top 25% higher than 75% 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
Pharr 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pharr 401(k) Plan is a small filing (15 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 560419352 · Greenleaves Capital, LLC PY 2022 · 401(k)
Pharr 401(k) Plan · $17M · 15 · 75th
- PART $17M
- TYPE 15
- NET 75th
- BOOK 401(k)
- VS-ST near Aztec Engineering Group, Inc. 401(k) Profit Sharing Plan
- BOY ind #13358
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 Manufacturing retirement plans → · Plans in North Carolina →
Pharr 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$4M |
| Employer EIN | 560419352 |
| Plan Effective Date | 1955-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greenleaves Capital, LLC)
Sponsor-wide plan assets over time
All Greenleaves Capital, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 9.227715977809197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $17M |
| 2023 | 1 | 15 | $15M |
| 2024 | 1 | 47 | $16M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Pharr 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Aztec Engineering Group, Inc. 401(k) Profit Sharing Plan in AZ ($17M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.