401(k) · DOL Form 5500 · 2024

Greenleaf Trust 401(k) Plan

Data updated 2026-08-11

$90M
Total assets
242
Participants
90th
Percentile by assets
$372,062
Avg per participant
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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.

  • 90th percentile by assets (of 123,622 plans)
  • #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.

$90M
total plan assets (2024 EOY)
242
covered participants
90th
percentile by assets (of 123,622 plans)
$372,062
avg assets per participant

Where Greenleaf Trust 401(k) Plan sits 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 $2,010,000,000 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

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 →

State

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Greenleaf Trust 401(k) Plan reports 242 participants - about 38% of that state average ($90M EOY assets).

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)

$50M$60M$70M$80M$90M$100M 202220232024 $60.8M $90M ▲ +48.2%
Total plan assets by year, all Greenleaf Trust plans on file
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

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(…General Motors Retir…Ford Motor Co. Savin…The Dow Chemical Com…The General Motors P…Ford Motor Co. Tax-E…
Greenleaf Trust 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Greenleaf Trust 401(k) Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Greenleaf Trust 401(k) Plan's numbers.