401(k) · DOL Form 5500 · 2022

Greystone & Co., Inc. 401(k) Plan

Data updated 2026-08-11

$136M
Total assets
1,299
Participants
94th
Percentile by assets
$104,670
Avg per participant
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Official DOL plan name: Greystone 401(k) Savings Plan · Sponsored by Greystone & Co., Inc. · New York · Finance & Insurance

$136M in assets, 1,299 participants

Greystone & Co., Inc.'s Greystone 401(k) Savings Plan reported $136M in total assets and 1,299 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #8,378 in Finance & Insurance (9,261 peers)

Where Greystone 401(k) Savings Plan sits by assets

Greystone 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $136M for 1,299 participants (~$104,670/participant), down 14.9% in 2022.

$136M
total plan assets (2022 EOY)
1,299
covered participants
94th
percentile by assets (of 139,126 plans)
$104,670
avg assets per participant

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Greystone 401(k) Savings Plan vs the 2022 asset distribution

By assets, Greystone 401(k) Savings Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$160M
Net Assets (End of Year)$136M
Net Income-$24M
Employer EIN133743117
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Greystone 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Greystone 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Greystone 401(k) Sav…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Greystone 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Greystone 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Greystone 401(k) Savings Plan assets move in 2022?
Greystone 401(k) Savings Plan pulled back noticeably - down 14.9% during 2022, from $160M to $136M. Reported net income was -$24M.
Where does Greystone 401(k) Savings Plan rank by assets among Form 5500 filers?
Greystone 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Greystone 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Klein Tools Retirement Savings Plan in TX ($136M, 1,498 participants).

Scale reading

Ways to act on Greystone 401(k) Savings Plan's numbers.

  • By total assets, Greystone 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans