401(k) · DOL Form 5500 · 2023

Greystone Select Incorporated 401(k) Plan

Data updated 2026-08-25

$173M
Total assets Near avg plan size
1,473
Participants Near avg headcount
94th
Percentile by assets National rank
$117,377
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Greystone 401(k) Savings Plan · Sponsored by Greystone Select Incorporated · New York · Finance & Insurance

$173M in assets, 1,473 participants

Greystone Select Incorporated's Greystone 401(k) Savings Plan reported $173M in total assets and 1,473 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,048 in Finance & Insurance (8,869 peers)

Where Greystone 401(k) Savings Plan sits by assets

Greystone 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $173M for 1,473 participants (~$117,377/participant), up 27.2% in 2023.

#8,048
in Finance & Insurance (8,869 peers)
+27.2%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Greystone 401(k) Savings Plan's outsized position by total assets

Greystone 401(k) Savings Plan vs every filed plan by assets

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

$172,895,762 Top 6% higher than 94% 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

Greystone 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greystone 401(k) Savings Plan lands in the large band (1,473 participants).

Published 5500 schedule card

Filing strip 832201161 · Greystone Select Incorporated PY 2023 · 401(k)

Greystone 401(k) Savings Plan · $173M · 1,473 · 94th

  • PHOTO $173M
  • IND 1,473
  • EOY 94th
  • 5500 401(k)
  • ASSETS near Howard County General Hospital, Inc. 401(k) Plan
  • PCT ind #8048

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 New York →

Greystone 401(k) Savings Plan in the asset neighbourhood

Hush 401(k) Retirement Savings PlanHush 401(k) Retirement Savin…$173MDonegal Mutual Insurance Company 401(k) PlanDonegal Mutual Insurance Com…$173MHoward County General Hospital, Inc. 401(k) PlanHoward County General Hospit…$173MGreystone 401(k) Savings Plan$173MThe Dayton Power and Light Company Employee Savings PlanThe Dayton Power and Light C…$173M
End-of-year total assets ($M) among Greystone 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$173M
Net Income$37M
Employer EIN832201161
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greystone Select Incorporated)

Sponsor-wide plan assets over time

All Greystone Select Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$207M 19.74849157956804% vs 2023
2024 filing year
$160M$180M$200M$220M 20232024 $173M $207M ▲ +19.7%
Year Plans Participants Total Assets
2023 1 1,473 $173M
2024 1 1,195 $207M

Nearby 401(k) Plans in New York

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

Greystone 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Greystone 401(k) Savings Plan, Total assets ($B): 0.172895762 · Participants: 1473Greystone 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Greystone 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Greystone 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Howard County General Hospital, Inc. 401(k) Plan in MD ($173M); by covered participants it is Ariel Corporation Employee Retirement Plan in OH (1,473 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,473 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 Greystone 401(k) Savings Plan assets move in 2023? ▼
Greystone 401(k) Savings Plan grew sharply - up 27.2% during 2023, from $136M to $173M. Reported net income was $37M.
How have Greystone Select Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Greystone Select Incorporated's sponsor-wide assets grew 19.7%, from $173M to $207M.
Where does Greystone 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Greystone 401(k) Savings Plan ranks in the 94th 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 Greystone 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howard County General Hospital, Inc. 401(k) Plan in MD ($173M, 1,783 participants).
Which 401(k) plans cover a similar participant headcount to Greystone 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ariel Corporation Employee Retirement Plan in OH (1,473 participants, $355M 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 832201161.

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.