401(k) · DOL Form 5500 · 2023

Green Wealth Management Group 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
29th
Percentile by assets National rank
$256,375
Avg per participant Above avg balance/head
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Official DOL plan name: Green Wealth Management Group 401(k) Profit Sharing Plan & Trust · Sponsored by Green Wealth Management Group · Connecticut · Professional & Technical Services

$2M in assets, 7 participants

Green Wealth Management Group's Green Wealth Management Group 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,054 in Professional & Technical Services (20,321 peers)

Green Wealth Management Group multi-year trail

Green Wealth Management Group's plans moved +52.8% in assets from 2022 to 2024; this filing shows Green Wealth Management Group 401(k) Profit Sharing Plan & Trust at $2M / 7 participants.

#5,054
in Professional & Technical Services (20,321 peers)
+38.7%
assets growth YoY

Green Wealth Management Group 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Green Wealth Management Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,794,627 29th percentile higher than 29% of 127,068 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 2023

Green Wealth Management Group 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. Green Wealth Management Group 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Green Wealth Management Group 401(k) Profit Sharing Plan & Trust reported net income rose from -$184K in the plan year 2022 filing to $501K in the plan year 2023 filing.
  • Green Wealth Management Group 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Green Wealth Management Group 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 863322118 · Green Wealth Management Group PY 2023 · 401(k)

Green Wealth Management Group 401(k) Profit Sharing Plan & Trust · $2M · 7 · 29th

  • IND $2M
  • IND 7
  • IND 29th
  • IND 401(k)
  • IND near Southland Polymers, Inc. 401(k) Plan
  • IND ind #5054

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 Connecticut →

Green Wealth Management Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Green Wealth Management Group 401(k) Profit Sharing Plan & TrustGreen Wealth Management Grou…$2MSouthland Polymers, Inc. 401(k) PlanSouthland Polymers, Inc. 401…$2MAxys Industrial Solutions 401(k) PlanAxys Industrial Solutions 40…$2MTvb Corporation Defined Contribution PlanTvb Corporation Defined Cont…$2MPhoenix Plant 401(k) Plan$2M
End-of-year total assets ($M) among Green Wealth Management Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Green Wealth Management Group multi-year asset trail

Sponsor-wide plan assets over time

All Green Wealth Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 52.757325807042456% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.29M $1.98M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 7 $2M
2024 1 7 $2M

Green Wealth Management Group filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$501K
Employer EIN863322118
Plan Effective Date2021-04-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Green Wealth Management Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Green Wealth Management Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001794627 · Participants: 7Green Wealth Management Group 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Green Wealth Management Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Green Wealth Management Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Green Wealth Management Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Southland Polymers, Inc. 401(k) Plan in CA ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

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 Green Wealth Management Group 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Green Wealth Management Group 401(k) Profit Sharing Plan & Trust surged - up 38.7% during 2023, from $1M to $2M. Reported net income was $501K.
How have Green Wealth Management Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Green Wealth Management Group's sponsor-wide assets grew 52.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Green Wealth Management Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Southland Polymers, Inc. 401(k) Plan in CA ($2M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Green Wealth Management Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 863322118.

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.