401(k) · DOL Form 5500 · 2023

Greenleaf Trust 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
220
Participants Below avg headcount
89th
Percentile by assets National rank
$354,807
Avg per participant High balance/head
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Official DOL plan name: Greenleaf Trust 401(k) Plan · Sponsored by Greenleaf Trust · Michigan · Finance & Insurance

$78M in assets, 220 participants

Greenleaf Trust's Greenleaf Trust 401(k) Plan reported $78M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,426 in Finance & Insurance (8,869 peers)

Coverage in Michigan

Greenleaf Trust 401(k) Plan covers 220 participants in Michigan, about 34% of the average Michigan filer (state average ~638 per filing). Assets: $78M.

#7,426
in Finance & Insurance (8,869 peers)
+28.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Greenleaf Trust 401(k) Plan's outsized position by total assets

Greenleaf Trust 401(k) Plan vs every filed plan by assets

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

$78,057,560 Top 11% higher than 89% 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

Greenleaf Trust 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greenleaf Trust 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greenleaf Trust 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Greenleaf Trust 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Greenleaf Trust 401(k) Plan reported participants rose from 208 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383416104 · Greenleaf Trust PY 2023 · 401(k)

Greenleaf Trust 401(k) Plan · $78M · 220 · 89th

  • EIN $78M
  • RANK 220
  • PHOTO 89th
  • IND 401(k)
  • EOY near Tower Federal Credit Union Savings Plan
  • 5500 ind #7426

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 Michigan →

Greenleaf Trust 401(k) Plan in the asset neighbourhood

Cognosante LLC 401(k) Plan$78MGreenleaf Trust 401(k) Plan$78MTower Federal Credit Union Savings PlanTower Federal Credit Union S…$78MIndependent Administrative Services, L.L.C. 401(k) PlanIndependent Administrative S…$78MMood401(k) Savings and Retirement PlanMood401(k) Savings and Retir…$78M
End-of-year total assets ($M) among Greenleaf Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$78M
Net Income$17M
Employer EIN383416104
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greenleaf Trust)

Sponsor-wide plan assets over time

All Greenleaf Trust plans reported in each filing year

Latest sponsor-wide plan assets
$90M 48.16358639665007% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $60.8M $90M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 208 $61M
2023 1 220 $78M
2024 1 242 $90M

Nearby 401(k) Plans in Michigan

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

Greenleaf Trust 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Greenleaf Trust 401(k) Plan, Total assets ($B): 0.07805756 · Participants: 220Greenleaf Trust 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Greenleaf Trust 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Greenleaf Trust 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Tower Federal Credit Union Savings Plan in MD ($78M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Greenleaf Trust 401(k) Plan assets move in 2023? ▼
Greenleaf Trust 401(k) Plan grew sharply - up 28.4% during 2023, from $61M to $78M. Reported net income was $17M.
How have Greenleaf Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greenleaf Trust's sponsor-wide assets grew 48.2%, from $61M to $90M.
Where does Greenleaf Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
Greenleaf Trust 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Greenleaf Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tower Federal Credit Union Savings Plan in MD ($78M, 556 participants).
Which 401(k) plans cover a similar participant headcount to Greenleaf Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 383416104.

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.