401(k) · DOL Form 5500 · 2023

Greentree Mortgage Co LP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
112
Participants Small participant base
64th
Percentile by assets National rank
$113,472
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Greentree Mortgage Co LP 401(k) Profit Sharing Plan · Sponsored by Greentree Mortgage Co LP · New Jersey · Finance & Insurance

$13M in assets, 112 participants

Greentree Mortgage Co LP's Greentree Mortgage Co LP 401(k) Profit Sharing Plan reported $13M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,318 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Greentree Mortgage Co LP 401(k) Profit Sharing Plan covers 112 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.

#4,318
in Finance & Insurance (8,869 peers)
+17.7%
assets growth YoY

Greentree Mortgage Co LP 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Greentree Mortgage Co LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,708,861 Top 36% higher than 64% 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

Greentree Mortgage Co LP 401(k) Profit Sharing 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. Greentree Mortgage Co LP 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greentree Mortgage Co LP 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Greentree Mortgage Co LP 401(k) Profit Sharing Plan reported participants fell from 140 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Greentree Mortgage Co LP 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223188285 · Greentree Mortgage Co LP PY 2023 · 401(k)

Greentree Mortgage Co LP 401(k) Profit Sharing Plan · $13M · 112 · 64th

  • VS-ST $13M
  • BOY 112
  • SCH 64th
  • EBSA 401(k)
  • PART near Trident Construction Resource Management Profit Sharing Plan
  • TYPE ind #4318

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 Jersey →

Greentree Mortgage Co LP 401(k) Profit Sharing Plan in the asset neighbourhood

Greentree Mortgage Co LP 401(k) Profit Sharing PlanGreentree Mortgage Co LP 401…$13MTrident Construction Resource Management Profit Sharing PlanTrident Construction Resourc…$13MSintec Media, Inc. 401(k) PlanSintec Media, Inc. 401(k) Pl…$13MSouthern Wisconsin Emergency Associates Profit Sharing PlanSouthern Wisconsin Emergency…$13MWilkes & Associates, PA 401(k) PlanWilkes & Associates, PA 401(…$13M
End-of-year total assets ($M) among Greentree Mortgage Co LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN223188285
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greentree Mortgage Co LP)

Sponsor-wide plan assets over time

All Greentree Mortgage Co LP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.678496128484213% vs 2022
2023 filing year
$10M$11M$12M$13M 20222023 $10.8M $12.7M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 140 $11M
2023 1 112 $13M

Nearby 401(k) Plans in New Jersey

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

Greentree Mortgage Co LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Greentree Mortgage Co LP 401(k) Profit Sharing Plan, Total assets ($B): 0.012708861 · Participants: 112Greentree Mortgage Co LP 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Greentree Mortgage Co LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Greentree Mortgage Co LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Greentree Mortgage Co LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Trident Construction Resource Management Profit Sharing Plan in SC ($13M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Greentree Mortgage Co LP 401(k) Profit Sharing Plan assets move in 2023? ▼
Greentree Mortgage Co LP 401(k) Profit Sharing Plan grew sharply - up 17.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Greentree Mortgage Co LP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Greentree Mortgage Co LP's sponsor-wide assets grew 17.7%, from $11M to $13M.
Which 401(k) plans are similar in size to Greentree Mortgage Co LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trident Construction Resource Management Profit Sharing Plan in SC ($13M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Greentree Mortgage Co LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 223188285.

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.