401(k) · DOL Form 5500 · 2023

Greenwich Associates LLC 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
146
Participants Small participant base
91st
Percentile by assets National rank
$615,589
Avg per participant High balance/head
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Official DOL plan name: Greenwich Associates 401(k) Retirement Savings Plan · Sponsored by Greenwich Associates LLC · Connecticut · Professional & Technical Services

$90M in assets, 146 participants

Greenwich Associates LLC's Greenwich Associates 401(k) Retirement Savings Plan reported $90M in total assets and 146 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.

  • #18,640 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Greenwich Associates 401(k) Retirement Savings Plan covers 146 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $90M.

#18,640
in Professional & Technical Services (20,321 peers)
+15.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Greenwich Associates 401(k) Retirement Savings Plan's outsized position by total assets

Greenwich Associates 401(k) Retirement Savings Plan vs every filed plan by assets

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

$89,876,005 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

Greenwich Associates 401(k) Retirement Savings 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. Greenwich Associates 401(k) Retirement Savings Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greenwich Associates 401(k) Retirement Savings Plan reported net income rose from -$32M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Greenwich Associates 401(k) Retirement Savings Plan end-of-year assets rose from $78M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Greenwich Associates 401(k) Retirement Savings Plan reported participants rose from 132 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061090996 · Greenwich Associates LLC PY 2023 · 401(k)

Greenwich Associates 401(k) Retirement Savings Plan · $90M · 146 · 91st

  • BOY $90M
  • BOY 146
  • BOY 91st
  • BOY 401(k)
  • BOY near Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust
  • BOY ind #18640

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 Connecticut →

Greenwich Associates 401(k) Retirement Savings Plan in the asset neighbourhood

Dayton Superior Corporation Savings PlanDayton Superior Corporation …$90MEmployee Retirement Savings PlanEmployee Retirement Savings …$90MHolthouse Carlin & Van Trigt LLP 401(k) Plan & TrustHolthouse Carlin & Van Trigt…$90MSequoia Consulting Group 401(k) PlanSequoia Consulting Group 401…$90MGreenwich Associates 401(k) Retirement Savings PlanGreenwich Associates 401(k) …$90M
End-of-year total assets ($M) among Greenwich Associates 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$90M
Net Income$12M
Employer EIN061090996
Plan Effective Date1973-05-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Greenwich Associates LLC)

Sponsor-wide plan assets over time

All Greenwich Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$98M 25.917582076647854% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.9M $98.1M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 132 $78M
2023 1 146 $90M
2024 1 135 $98M

Nearby 401(k) Plans in Connecticut

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

Greenwich Associates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Greenwich Associates 401(k) Retirement Savings Plan, Total assets ($B): 0.089876005 · Participants: 146Greenwich Associates 401(k) Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Greenwich Associates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Greenwich Associates 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust in CA ($90M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Greenwich Associates 401(k) Retirement Savings Plan assets move in 2023? ▼
Greenwich Associates 401(k) Retirement Savings Plan grew sharply - up 15.4% during 2023, from $78M to $90M. Reported net income was $12M.
How have Greenwich Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greenwich Associates LLC's sponsor-wide assets grew 25.9%, from $78M to $98M.
Where does Greenwich Associates 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Greenwich Associates 401(k) Retirement Savings 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 Greenwich Associates 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust in CA ($90M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Greenwich Associates 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 061090996.

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.