401(k) · DOL Form 5500 · 2023

Greenstate Credit Union 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
927
Participants Near avg headcount
91st
Percentile by assets National rank
$110,077
Avg per participant Below avg balance/head
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Official DOL plan name: Greenstate Credit Union 401(k) Retirement Plan · Sponsored by Greenstate Credit Union · Iowa · Finance & Insurance

$102M in assets, 927 participants

Greenstate Credit Union's Greenstate Credit Union 401(k) Retirement Plan reported $102M in total assets and 927 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,700 in Finance & Insurance (8,869 peers)

Where Greenstate Credit Union 401(k) Retirement Plan sits by assets

Greenstate Credit Union 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $102M for 927 participants (~$110,077/participant), up 23.5% in 2023.

#7,700
in Finance & Insurance (8,869 peers)
+23.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Greenstate Credit Union 401(k) Retirement Plan's outsized position by total assets

Greenstate Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$102,041,201 Top 9% higher than 91% 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

Greenstate Credit Union 401(k) 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. Greenstate Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (927 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greenstate Credit Union 401(k) Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Greenstate Credit Union 401(k) Retirement Plan end-of-year assets rose from $83M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • Greenstate Credit Union 401(k) Retirement Plan reported participants fell from 992 in the plan year 2022 filing to 927 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420804594 · Greenstate Credit Union PY 2023 · 401(k)

Greenstate Credit Union 401(k) Retirement Plan · $102M · 927 · 91st

  • BOY $102M
  • SCH 927
  • EBSA 91st
  • PART 401(k)
  • TYPE near Amarillo National Bank 401(k) Plan
  • NET ind #7700

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 Iowa →

Greenstate Credit Union 401(k) Retirement Plan in the asset neighbourhood

Greenstate Credit Union 401(k) Retirement PlanGreenstate Credit Union 401(…$102MAmarillo National Bank 401(k) PlanAmarillo National Bank 401(k…$102MEmployee Savings and Investment Plan of Cochlear AmericasEmployee Savings and Investm…$102MThe Vertex Companies, LLC 401(k) PlanThe Vertex Companies, LLC 40…$102MProfit Sharing Plan for Itg Brands, LLC Hourly Paid EmployeesProfit Sharing Plan for Itg …$102M
End-of-year total assets ($M) among Greenstate Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$102M
Net Income$19M
Employer EIN420804594
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greenstate Credit Union)

Sponsor-wide plan assets over time

All Greenstate Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$124M 49.427733422595644% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $82.7M $124M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 992 $83M
2023 1 927 $102M
2024 1 882 $124M

Nearby 401(k) Plans in Iowa

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

Greenstate Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Greenstate Credit Union 401(k) Retirement Plan, Total assets ($B): 0.102041201 · Participants: 927Greenstate Credit Union 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Greenstate Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Greenstate Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

Greenstate Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Amarillo National Bank 401(k) Plan in TX ($102M); by covered participants it is Primark US 401(k) Plan in MA (927 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (927 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 Greenstate Credit Union 401(k) Retirement Plan assets move in 2023? ▼
Greenstate Credit Union 401(k) Retirement Plan grew sharply - up 23.5% during 2023, from $83M to $102M. Reported net income was $19M.
How have Greenstate Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greenstate Credit Union's sponsor-wide assets grew 49.4%, from $83M to $124M.
Where does Greenstate Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Greenstate Credit Union 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Greenstate Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amarillo National Bank 401(k) Plan in TX ($102M, 679 participants).
Which 401(k) plans cover a similar participant headcount to Greenstate Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Primark US 401(k) Plan in MA (927 participants, $16M 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 420804594.

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.