Other · DOL Form 5500 · 2023

Michele Greer Retirement Plan

Data updated 2026-08-25

$962K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$481,115
Avg per participant High balance/head
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Official DOL plan name: Michele G. Greer Age-Weighted Profit Sharing Plan · Sponsored by Michele Greer · Minnesota · Professional & Technical Services

$962K in assets, 2 participants

Michele Greer's Michele G. Greer Age-Weighted Profit Sharing Plan reported $962K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,746 in Professional & Technical Services (20,321 peers)

Michele Greer multi-year trail

Michele Greer's plans moved +44.1% in assets from 2022 to 2024; this filing shows Michele G. Greer Age-Weighted Profit Sharing Plan at $962K / 2 participants.

#3,746
in Professional & Technical Services (20,321 peers)
+28.8%
assets growth YoY

Michele G. Greer Age-Weighted Profit Sharing Plan among the smaller filed plans by assets

Michele G. Greer Age-Weighted Profit Sharing Plan vs every filed plan by assets

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

$962,229 23rd percentile higher than 23% 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

Michele G. Greer Age-Weighted Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michele G. Greer Age-Weighted Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michele G. Greer Age-Weighted Profit Sharing Plan reported net income rose from -$167K in the plan year 2022 filing to $215K in the plan year 2023 filing.
  • Michele G. Greer Age-Weighted Profit Sharing Plan end-of-year assets rose from $747K in the plan year 2022 filing to $962K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411717823 · Michele Greer PY 2023 · Other

Michele G. Greer Age-Weighted Profit Sharing Plan · $962K · 2 · 23rd

  • SCH $962K
  • EBSA 2
  • PART 23rd
  • TYPE Other
  • NET near Westchester Community College Foundation Inc. 403(b) Tda
  • BOOK ind #3746

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Michele G. Greer Age-Weighted Profit Sharing Plan in the asset neighbourhood

Fayette Resources, Inc Tax Sheltered Annuity PlanFayette Resources, Inc Tax S…$967KMichele G. Greer Age-Weighted Profit Sharing PlanMichele G. Greer Age-Weighte…$962KWestchester Community College Foundation Inc. 403(b) TdaWestchester Community Colleg…$962KThe Kennedy Center, Inc. 403(b) Retirement PlanThe Kennedy Center, Inc. 403…$965KBridges Btc, Inc. Tax Sheltered Annuity PlanBridges Btc, Inc. Tax Shelte…$958K
End-of-year total assets ($M) among Michele G. Greer Age-Weighted Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michele Greer multi-year asset trail

Sponsor-wide plan assets over time

All Michele Greer plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.08721068014851% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.75M $1.08M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 2 $747K
2023 1 2 $962K
2024 1 2 $1M

Michele Greer filing trail (2023)

Total Assets (Beginning of Year)$747K
Net Assets (End of Year)$962K
Net Income$215K
Employer EIN411717823
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Michele G. Greer Age-Weighted Profit Sharing Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Michele G. Greer Age-Weighted Profit Sharing Plan, Total assets ($B): 0.000962229 · Participants: 2Michele G. Greer Age-Weighted Profit Sharing PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Michele G. Greer Age-Weighted Profit Sharing Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Michele G. Greer Age-Weighted Profit Sharing Plan side-by-side with 3 peers →

Michele G. Greer Age-Weighted Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Westchester Community College Foundation Inc. 403(b) Tda in NY ($962K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Michele G. Greer Age-Weighted Profit Sharing Plan assets move in 2023? ▼
Michele G. Greer Age-Weighted Profit Sharing Plan grew sharply - up 28.8% during 2023, from $747K to $962K. Reported net income was $215K.
How have Michele Greer plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michele Greer's sponsor-wide assets grew 44.1%, from $747K to $1M.
Where does Michele G. Greer Age-Weighted Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Michele G. Greer Age-Weighted Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Michele G. Greer Age-Weighted Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Westchester Community College Foundation Inc. 403(b) Tda in NY ($962K, 6 participants).
Which Other plans cover a similar participant headcount to Michele G. Greer Age-Weighted Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 411717823.

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.