GREENE, TWEED & CO., INC. PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
GREENE, TWEED & COMPANY, INC.
This Defined Benefit (Pension) plan holds $26M in total assets and serves 53 participants as of 2023. It is sponsored by GREENE, TWEED & COMPANY, INC. in Pennsylvania. The plan reported a net loss of $841K for the year.
What the Filing Says About GREENE, TWEED & CO., INC. PENSION PLAN
GREENE, TWEED & CO., INC. PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by GREENE, TWEED & COMPANY, INC., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 53 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 464212973, and the plan has been effective since 1968-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $27M at the beginning of 2023 to $26M at year-end — a decline of 4.3%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-840,599 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $27M |
| Total Assets (End of Year) | $26M |
| Net Assets (End of Year) | $26M |
| Net Income | $-840,599 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 464212973 |
| Plan Effective Date | 1968-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (GREENE, TWEED & COMPANY, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 807 | $110M |
| 2023 | 4 | 847 | $115M |
| 2024 | 3 | 726 | $99M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- STEELWORKERS PENSION TRUST $6.6B · 47,052
- THE PNC FINANCIAL SERVICES GROUP, INC. PENSION PLAN $5.6B · 63,680
- CONSTELLATION RETIREMENT PROGRAM $5.3B · 5,080
- THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN $5.3B · 7,374
- UNITED STATES STEEL CORPORATION PLAN FOR EMPLOYEE PENSION BENEFITS (REVISION OF 2003) $4.3B · 3,317
Related Data
Guides
Frequently Asked Questions
How much money is in the GREENE, TWEED & CO., INC. PENSION PLAN? ▼
What type of plan is GREENE, TWEED & CO., INC. PENSION PLAN? ▼
Who sponsors the GREENE, TWEED & CO., INC. PENSION PLAN? ▼
How did GREENE, TWEED & CO., INC. PENSION PLAN perform in 2023? ▼
Where can I find official filings for GREENE, TWEED & CO., INC. PENSION PLAN? ▼
How does GREENE, TWEED & CO., INC. PENSION PLAN compare to other plans? ▼
Explore PlainRetire
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 464212973.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.