401(k) · DOL Form 5500 · 2022
Special Tree, Ltd. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 716
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $21,647
- Avg per participant Low balance/head
Official DOL plan name: Special Tree, Ltd. Employees' Salary Savings & Retirement Plan · Sponsored by Special Tree, Ltd. · Michigan · Healthcare & Social Assistance
$15M in assets, 716 participants
Special Tree, Ltd.'s Special Tree, Ltd. Employees' Salary Savings & Retirement Plan reported $15M in total assets and 716 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,549 in Healthcare & Social Assistance (20,060 peers)
Special Tree, Ltd. multi-year trail
Special Tree, Ltd.'s plans moved +31.2% in assets from 2022 to 2024; this filing shows Special Tree, Ltd. Employees' Salary Savings & Retirement Plan at $15M / 716 participants.
- #15,549
- in Healthcare & Social Assistance (20,060 peers)
- -25.8%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan's outsized position by total assets
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,499,478 Top 27% higher than 73% 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
Special Tree, Ltd. Employees' Salary Savings & Retirement 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. Special Tree, Ltd. Employees' Salary Savings & Retirement Plan sits mid-pack in the medium band (716 participants).
Plan-year Form 5500 strip
Filing strip 382702063 · Special Tree, Ltd. PY 2022 · 401(k)
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan · $15M · 716 · 73rd
- RANK $15M
- PHOTO 716
- IND 73rd
- EOY 401(k)
- 5500 near Texans Anesthesiology Associates 401(k) Plan
- ASSETS ind #15549
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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan in the asset neighbourhood
Special Tree, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Special Tree, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 31.233451862056256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 716 | $15M |
| 2023 | 1 | 516 | $17M |
| 2024 | 1 | 540 | $20M |
Special Tree, Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$5M |
| Employer EIN | 382702063 |
| Plan Effective Date | 1989-11-01 |
| Filing Status | FILING RECEIVED |
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
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Texans Anesthesiology Associates 401(k) Plan in TX ($15M); by covered participants it is Geon Performance Solutions 401(k) Plan in OH (716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.
- Geon Performance Solutions 401(k) Plan (OH) 716 · 0 off
- Producers Rice Mill, Inc. 401(k) Plan (AR) 716 · 0 off
- First Federal Bank 401(k) Profit Sharing Plan (FL) 716 · 0 off
- Oregon Healthcare Resources Employee Savings Plan (MN) 716 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.