401(k) · DOL Form 5500 · 2024

Greenleaf Trust 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
242
Participants Below avg headcount
90th
Percentile by assets National rank
$372,062
Avg per participant High balance/head
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Official DOL plan name: Greenleaf Trust 401(k) Plan · Sponsored by Greenleaf Trust · Michigan · Finance & Insurance

$90M in assets, 242 participants

Greenleaf Trust's Greenleaf Trust 401(k) Plan reported $90M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,177 in Finance & Insurance (8,549 peers)

Coverage in Michigan

Greenleaf Trust 401(k) Plan covers 242 participants in Michigan, about 38% of the average Michigan filer (state average ~638 per filing). Assets: $90M.

#7,177
in Finance & Insurance (8,549 peers)
+15.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Greenleaf Trust 401(k) Plan's outsized position by total assets

Greenleaf Trust 401(k) Plan vs every filed plan by assets

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

$90,038,927 Top 10% higher than 90% 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

Greenleaf Trust 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greenleaf Trust 401(k) Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Greenleaf Trust 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Greenleaf Trust 401(k) Plan end-of-year assets rose from $78M in the plan year 2023 filing to $90M in the plan year 2024 filing.
  • Greenleaf Trust 401(k) Plan reported participants rose from 220 in the plan year 2023 filing to 242 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 383416104 · Greenleaf Trust PY 2024 · 401(k)

Greenleaf Trust 401(k) Plan · $90M · 242 · 90th

  • EIN $90M
  • EIN 242
  • EIN 90th
  • EIN 401(k)
  • EIN near L&m Development Partners LLC 401(k) Retirement Savings Plan
  • EIN ind #7177

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 Finance & Insurance retirement plans → · Plans in Michigan →

Greenleaf Trust 401(k) Plan in the asset neighbourhood

Greenleaf Trust 401(k) Plan$90ML&m Development Partners LLC 401(k) Retirement Savings PlanL&m Development Partners LLC…$90MMott Corporation 401(k) Plan$90MFarmers & Merchants Bank of Cent Ca Integrated PspFarmers & Merchants Bank of …$90MGelfand, Rennert & Feldman 401(k) Profit Sharing PlanGelfand, Rennert & Feldman 4…$90M
End-of-year total assets ($M) among Greenleaf Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$90M
Net Income$12M
Employer EIN383416104
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greenleaf Trust)

Sponsor-wide plan assets over time

All Greenleaf Trust plans reported in each filing year

Latest sponsor-wide plan assets
$90M 48.16358639665007% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $60.8M $90M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 208 $61M
2023 1 220 $78M
2024 1 242 $90M

Nearby 401(k) Plans in Michigan

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

Greenleaf Trust 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Greenleaf Trust 401(k) Plan, Total assets ($B): 0.090038927 · Participants: 242Greenleaf Trust 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Greenleaf Trust 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Greenleaf Trust 401(k) Plan side-by-side with 3 peers →

Greenleaf Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is L&m Development Partners LLC 401(k) Retirement Savings Plan in NY ($90M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Greenleaf Trust 401(k) Plan assets move in 2024? ▼
Greenleaf Trust 401(k) Plan grew sharply - up 15.3% during 2024, from $78M to $90M. Reported net income was $12M.
How have Greenleaf Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greenleaf Trust's sponsor-wide assets grew 48.2%, from $61M to $90M.
Where does Greenleaf Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
Greenleaf Trust 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Greenleaf Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is L&m Development Partners LLC 401(k) Retirement Savings Plan in NY ($90M, 491 participants).
Which 401(k) plans cover a similar participant headcount to Greenleaf Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venus Construction Company 401 (K) Plan in TX (242 participants, $3M 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 383416104.

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.