401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$136M
Total assets Near avg plan size
1,299
Participants Near avg headcount
94th
Percentile by assets National rank
$104,670
Avg per participant Below avg balance/head
PlainRetire home → About this data

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.

  • #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.

#8,378
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY
1.4×
vs typical plan assets (national mean)

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.

Greystone 401(k) Savings Plan's outsized position by total assets

Greystone 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$135,966,273 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Greystone 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greystone 401(k) Savings Plan lands in the large band (1,299 participants).

Form 5500 schedule snapshot

Filing strip 133743117 · Greystone & Co., Inc. PY 2022 · 401(k)

Greystone 401(k) Savings Plan · $136M · 1,299 · 94th

  • IND $136M
  • EOY 1,299
  • 5500 94th
  • ASSETS 401(k)
  • PCT near Klein Tools Retirement Savings Plan
  • EIN ind #8378

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 New York →

Greystone 401(k) Savings Plan in the asset neighbourhood

Amundi US, Inc. Savings and Investment PlanAmundi US, Inc. Savings and …$136MBeazer Homes USA, Inc. 401(k) PlanBeazer Homes USA, Inc. 401(k…$136MKlein Tools Retirement Savings PlanKlein Tools Retirement Savin…$136MGreystone 401(k) Savings Plan$136MSavewisetm Pooled Employer PlanSavewisetm Pooled Employer P…$136M
End-of-year total assets ($M) among Greystone 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Greystone 401(k) Savings Plan, Total assets ($B): 0.135966273 · Participants: 1299Greystone 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Greystone 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Greystone 401(k) Savings Plan side-by-side with 3 peers →

Greystone 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Klein Tools Retirement Savings Plan in TX ($136M); by covered participants it is Flynn 401(k) Plan in MN (1,299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,299 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.

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).
Which 401(k) plans cover a similar participant headcount to Greystone 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flynn 401(k) Plan in MN (1,299 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133743117.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.