401(k) · DOL Form 5500 · 2024

Stacey a. Greene, Dds 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by Stacey a. Greene, Dds · North Carolina · Healthcare & Social Assistance

$2M in assets, 2 participants

Stacey a. Greene, Dds's Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,970 in Healthcare & Social Assistance (16,916 peers)

Stacey a. Greene, Dds multi-year trail

Stacey a. Greene, Dds's plans moved +33.1% in assets from 2022 to 2024; this filing shows Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust at $2M / 2 participants.

#4,970
in Healthcare & Social Assistance (16,916 peers)
+14.7%
assets growth YoY

Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,265,702 31st percentile higher than 31% of 123,620 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 2024

Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust reported net income rose from $273K in the plan year 2023 filing to $290K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 141840759 · Stacey a. Greene, Dds PY 2024 · 401(k)

Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust · $2M · 2 · 31st

  • BOOK $2M
  • VS-ST 2
  • BOY 31st
  • SCH 401(k)
  • EBSA near Personalized Media Communications 401(k) Plan
  • PART ind #4970

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and TrustStacey a. Greene, Dds Employ…$2MPersonalized Media Communications 401(k) PlanPersonalized Media Communica…$2MInternational Association of It Asset Managers 401(k) PlanInternational Association of…$2MCarpets Wholesale, Inc. 401(k) Profit Sharing PlanCarpets Wholesale, Inc. 401(…$2MLaurel Women's Medical Group, P.C. Retirement PlanLaurel Women's Medical Group…$2M
End-of-year total assets ($M) among Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stacey a. Greene, Dds multi-year asset trail

Sponsor-wide plan assets over time

All Stacey a. Greene, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.089558261948355% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.7M $2.27M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Stacey a. Greene, Dds filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$290K
Employer EIN141840759
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002265702 · Participants: 2Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Personalized Media Communications 401(k) Plan in TX ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.7% during 2024, from $2M to $2M. Reported net income was $290K.
How have Stacey a. Greene, Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stacey a. Greene, Dds's sponsor-wide assets grew 33.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Personalized Media Communications 401(k) Plan in TX ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Stacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141840759.

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.