401(k) · DOL Form 5500 · 2023

Special Tree, Ltd. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
516
Participants Below avg headcount
70th
Percentile by assets National rank
$32,965
Avg per participant Low balance/head
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Official DOL plan name: Special Tree, Ltd. Employees' Salary Savings & Retirement Plan · Sponsored by Special Tree, Ltd. · Michigan · Healthcare & Social Assistance

$17M in assets, 516 participants

Special Tree, Ltd.'s Special Tree, Ltd. Employees' Salary Savings & Retirement Plan reported $17M in total assets and 516 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,149 in Healthcare & Social Assistance (17,684 peers)

Special Tree, Ltd. multi-year trail

Special Tree, Ltd.'s plans moved +31.2% in assets from 2022 to 2024; this filing shows Special Tree, Ltd. Employees' Salary Savings & Retirement Plan at $17M / 516 participants.

#13,149
in Healthcare & Social Assistance (17,684 peers)
+9.7%
assets growth YoY

Special Tree, Ltd. Employees' Salary Savings & Retirement Plan's outsized position by total assets

Special Tree, Ltd. Employees' Salary Savings & Retirement Plan vs every filed plan by assets

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

$17,009,954 Top 30% higher than 70% 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

Special Tree, Ltd. Employees' Salary Savings & Retirement 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. Special Tree, Ltd. Employees' Salary Savings & Retirement Plan sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Special Tree, Ltd. Employees' Salary Savings & Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Special Tree, Ltd. Employees' Salary Savings & Retirement Plan reported participants fell from 716 in the plan year 2022 filing to 516 in the plan year 2023 filing.
  • Special Tree, Ltd. Employees' Salary Savings & Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382702063 · Special Tree, Ltd. PY 2023 · 401(k)

Special Tree, Ltd. Employees' Salary Savings & Retirement Plan · $17M · 516 · 70th

  • PART $17M
  • PART 516
  • PART 70th
  • PART 401(k)
  • PART near Fast Global Solutions, Inc. 401(k) Plan
  • PART ind #13149

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

Special Tree, Ltd. Employees' Salary Savings & Retirement Plan in the asset neighbourhood

Special Tree, Ltd. Employees' Salary Savings & Retirement PlanSpecial Tree, Ltd. Employees…$17MFast Global Solutions, Inc. 401(k) PlanFast Global Solutions, Inc. …$17MEmerald Textiles, San Diego LLC 401(k) PlanEmerald Textiles, San Diego …$17MVelocity Commercial Capital, LLC 401(k) PlanVelocity Commercial Capital,…$17MF.C. Industries, Inc. Employees' Retirement Savings and Profit Sharing PlanF.C. Industries, Inc. Employ…$17M
End-of-year total assets ($M) among Special Tree, Ltd. Employees' Salary Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Special Tree, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Special Tree, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 31.233451862056256% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.5M $20.3M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 716 $15M
2023 1 516 $17M
2024 1 540 $20M

Special Tree, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN382702063
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Special Tree, Ltd. Employees' Salary Savings & Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Special Tree, Ltd. Employees' Salary Savings & Retirement Plan, Total assets ($B): 0.017009954 · Participants: 516Special Tree, Ltd. Employees' Salary Savings & Retirement 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
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Special Tree, Ltd. Employees' Salary Savings & Retirement Plan side-by-side with 3 peers →

Special Tree, Ltd. Employees' Salary Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Fast Global Solutions, Inc. 401(k) Plan in MN ($17M); by covered participants it is Lorient Pet Services, LLC 401(k) Plan in ME (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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 Special Tree, Ltd. Employees' Salary Savings & Retirement Plan assets move in 2023? ▼
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan grew at a solid clip - up 9.7% during 2023, from $15M to $17M. Reported net income was $2M.
How have Special Tree, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Special Tree, Ltd.'s sponsor-wide assets grew 31.2%, from $15M to $20M.
Which 401(k) plans are similar in size to Special Tree, Ltd. Employees' Salary Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fast Global Solutions, Inc. 401(k) Plan in MN ($17M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Special Tree, Ltd. Employees' Salary Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lorient Pet Services, LLC 401(k) Plan in ME (516 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 382702063.

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.