401(k) · DOL Form 5500 · 2023

Greenwich Associates LLC 401(k) Plan

Data updated 2026-08-11

$90M
Total assets
146
Participants
91st
Percentile by assets
$615,589
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$90M
total plan assets (2023 EOY)
146
covered participants
91st
percentile by assets (of 127,072 plans)
$615,589
avg assets per participant

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 →

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Greenwich Associates 401(k) Retirement Savings Plan reports 146 participants - about 20% of that state average ($90M EOY assets).

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)

$70M$80M$90M$100M$110M 202220232024 $77.9M $98.1M ▲ +25.9%
Total plan assets by year, all Greenwich Associates LLC plans on file
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

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…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Xerox Corporation Sa…Eversource 401(k) Plan
Greenwich Associates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Greenwich Associates 401(k) Retirement Savings Plan by total assets, not by location.

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).

Next read for Greenwich Associates 401(k) Retirement S…

Filing takeaways

Ways to act on Greenwich Associates 401(k) Retirement Savings Plan's numbers.