401(k) · DOL Form 5500 · 2023

Greenwich Investment Resources 401(k) Plan

Data updated 2026-08-25

$548K
Total assets Small plan by assets: 8
Participants Small participant base: 19th
Percentile by assets National rank: $68,472
Avg per participant Below avg balance/head

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Official DOL plan name: Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust · Sponsored by Greenwich Investment Resources · Massachusetts · Finance & Insurance

$548K in assets, 8 participants

Greenwich Investment Resources's Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust reported $548K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

#1,025 in Finance & Insurance (8,869 peers)

Greenwich Investment Resources multi-year trail

Greenwich Investment Resources's plans moved +164.9% in assets from 2022 to 2024; this filing shows Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust at $548K / 8 participants.

#1,025
in Finance & Insurance (8,869 peers): +80.0%
assets growth YoY

Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$547,778 19th percentile higher than 19% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust reported net income rose from $45K in the plan year 2022 filing to $243K in the plan year 2023 filing.
Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $304K in the plan year 2022 filing to $548K in the plan year 2023 filing.
Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010877571 · Greenwich Investment Resources PY 2023 · 401(k)

Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust · $548K · 8 · 19th

5500 $548K
5500 8
5500 19th
5500 401(k)
5500 near Mjkj Incorporated 401(k) Profit Sharing Plan
5500 ind #1025

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 Massachusetts →

End-of-year total assets ($M) among Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Greenwich Investment Resources multi-year asset trail

Latest sponsor-wide plan assets: $806K 164.89608149182618% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$304K
2023	1	8	$548K
2024	1	6	$806K

Greenwich Investment Resources filing trail (2023)

Total Assets (Beginning of Year)	$304K
Net Assets (End of Year)	$548K
Net Income	$243K
Employer EIN	010877571
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mjkj Incorporated 401(k) Profit Sharing Plan in NC ($548K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($548K here).

Mjkj Incorporated 401(k) Profit Sharing Plan (NC) $548K · 3
Nexxlinx Corp, Inc. 401(k) Profit Sharing Plan (GA) $548K · 267
Leftyslice Enterprises, Inc. 401(k) Profit Sharing Plan (RI) $548K · 2
King's Ohana Retirement Plan (CO) $548K · 3

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Burke Optometry, Inc. 401(k) Plan (CA) 8 · 0 off
Culshaw & Company LLC Employee Savings Plan (OR) 8 · 0 off
Cei 401(k) Profit Sharing Plan & Trust (GA) 8 · 0 off
Scott J. Maslow, D.M.D., P.a. 401(k) Profit Sharing Plan (NJ) 8 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust surged - up 80.0% during 2023, from $304K to $548K. Reported net income was $243K.

How have Greenwich Investment Resources plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Greenwich Investment Resources's sponsor-wide assets grew 164.9%, from $304K to $806K.

Where does Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Mjkj Incorporated 401(k) Profit Sharing Plan in NC ($548K, 3 participants).

Which 401(k) plans cover a similar participant headcount to Greenwich Investment Resources 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010877571.