401(k) · DOL Form 5500 · 2023

Greenleaves Capital, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
15
Participants Small participant base
67th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Pharr 401(k) Plan · Sponsored by Greenleaves Capital, LLC · North Carolina · Manufacturing

$15M in assets, 15 participants

Greenleaves Capital, LLC's Pharr 401(k) Plan reported $15M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,431 in Manufacturing (18,722 peers)

2023 asset change

Pharr 401(k) Plan pulled back noticeably 12.2% in 2023 ($17M → $15M) for 15 participants.

#10,431
in Manufacturing (18,722 peers)
-12.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Pharr 401(k) Plan vs every filed plan by assets

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

$15,052,092 Top 33% higher than 67% 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

Pharr 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pharr 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pharr 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Pharr 401(k) Plan end-of-year assets fell from $17M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560419352 · Greenleaves Capital, LLC PY 2023 · 401(k)

Pharr 401(k) Plan · $15M · 15 · 67th

  • 5500 $15M
  • 5500 15
  • 5500 67th
  • 5500 401(k)
  • 5500 near Mercer Transportation Co., Inc. Employees 401(k) Plan
  • 5500 ind #10431

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 Manufacturing retirement plans → · Plans in North Carolina →

Pharr 401(k) Plan in the asset neighbourhood

Pharr 401(k) Plan$15MMercer Transportation Co., Inc. Employees 401(k) PlanMercer Transportation Co., I…$15MDcj Employee Savings Plan$15MTechflow, Inc. 401(k) Profit Sharing PlanTechflow, Inc. 401(k) Profit…$15MSecurity Risk Advisors Intl, LLC 401(k) Profit Sharing PlanSecurity Risk Advisors Intl,…$15M
End-of-year total assets ($M) among Pharr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Greenleaves Capital, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Greenleaves Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.227715977809197% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $17.1M $15.6M ▼ -9.2%
Year Plans Participants Total Assets
2022 1 15 $17M
2023 1 15 $15M
2024 1 47 $16M

2023 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN560419352
Plan Effective Date1955-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Pharr 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Pharr 401(k) Plan, Total assets ($B): 0.015052092 · Participants: 15Pharr 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Pharr 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Pharr 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Mercer Transportation Co., Inc. Employees 401(k) Plan in KY ($15M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Pharr 401(k) Plan assets move in 2023? ▼
Pharr 401(k) Plan pulled back noticeably - down 12.2% during 2023, from $17M to $15M. Reported net income was -$2M.
How have Greenleaves Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greenleaves Capital, LLC's sponsor-wide assets declined 9.2%, from $17M to $16M.
Which 401(k) plans are similar in size to Pharr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mercer Transportation Co., Inc. Employees 401(k) Plan in KY ($15M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Pharr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 560419352.

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.