Other · DOL Form 5500 · 2022

Michele Greer Retirement Plan

Data updated 2026-08-25

$747K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$373,441
Avg per participant High balance/head
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Official DOL plan name: Michele G. Greer Age-Weighted Profit Sharing Plan · Sponsored by Michele Greer · Minnesota · Professional & Technical Services

$747K in assets, 2 participants

Michele Greer's Michele G. Greer Age-Weighted Profit Sharing Plan reported $747K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,917 in Professional & Technical Services (21,562 peers)

Michele Greer multi-year trail

Michele Greer's plans moved +44.1% in assets from 2022 to 2024; this filing shows Michele G. Greer Age-Weighted Profit Sharing Plan at $747K / 2 participants.

#3,917
in Professional & Technical Services (21,562 peers)
-18.2%
assets change YoY

The plan reported a net loss of $167K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michele G. Greer Age-Weighted Profit Sharing Plan among the smaller filed plans by assets

Michele G. Greer Age-Weighted Profit Sharing Plan vs every filed plan by assets

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

$746,881 22nd percentile higher than 22% 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

Michele G. Greer Age-Weighted Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michele G. Greer Age-Weighted Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 411717823 · Michele Greer PY 2022 · Other

Michele G. Greer Age-Weighted Profit Sharing Plan · $747K · 2 · 22nd

  • EOY $747K
  • EOY 2
  • EOY 22nd
  • EOY Other
  • EOY near Friends of Boca Grande Community Center 403b Plan
  • EOY ind #3917

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Michele G. Greer Age-Weighted Profit Sharing Plan in the asset neighbourhood

Michele G. Greer Age-Weighted Profit Sharing PlanMichele G. Greer Age-Weighte…$747KFriends of Boca Grande Community Center 403b PlanFriends of Boca Grande Commu…$749KHilltop Lutheran Neighborhood Center, Inc. 403(b) PlanHilltop Lutheran Neighborhoo…$750KWhetyo Inc. Profit Sharing PlanWhetyo Inc. Profit Sharing P…$750KLeak, Douglas & Morano 401(k) Profit Sharing PlanLeak, Douglas & Morano 401(k…$751K
End-of-year total assets ($M) among Michele G. Greer Age-Weighted Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Michele Greer multi-year asset trail

Sponsor-wide plan assets over time

All Michele Greer plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.08721068014851% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.75M $1.08M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 2 $747K
2023 1 2 $962K
2024 1 2 $1M

Michele Greer filing trail (2022)

Total Assets (Beginning of Year)$913K
Net Assets (End of Year)$747K
Net Income-$167K
Employer EIN411717823
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Michele G. Greer Age-Weighted Profit Sharing Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Michele G. Greer Age-Weighted Profit Sharing Plan, Total assets ($B): 0.000746881 · Participants: 2Michele G. Greer Age-Weighted Profit Sharing PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Michele G. Greer Age-Weighted Profit Sharing Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Michele G. Greer Age-Weighted Profit Sharing Plan side-by-side with 3 peers →

Michele G. Greer Age-Weighted Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Friends of Boca Grande Community Center 403b Plan in FL ($749K); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Michele G. Greer Age-Weighted Profit Sharing Plan assets move in 2022? ▼
Michele G. Greer Age-Weighted Profit Sharing Plan declined sharply - down 18.2% during 2022, from $913K to $747K. Reported net income was -$167K.
How have Michele Greer plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michele Greer's sponsor-wide assets grew 44.1%, from $747K to $1M.
Where does Michele G. Greer Age-Weighted Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Michele G. Greer Age-Weighted Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Michele G. Greer Age-Weighted Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Friends of Boca Grande Community Center 403b Plan in FL ($749K, 7 participants).
Which Other plans cover a similar participant headcount to Michele G. Greer Age-Weighted Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Clausman & Associates Profit Sharing Plan in IN (2 participants, $2M 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 411717823.

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.