401(k) · DOL Form 5500 · 2024

The Greentree Group, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
155
Participants Small participant base
63rd
Percentile by assets National rank
$89,612
Avg per participant Below avg balance/head
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Official DOL plan name: The Greentree Group, Inc. Profit Sharing Plan · Sponsored by The Greentree Group, Inc. · Ohio · Professional & Technical Services

$14M in assets, 155 participants

The Greentree Group, Inc.'s The Greentree Group, Inc. Profit Sharing Plan reported $14M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,471 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

The Greentree Group, Inc. Profit Sharing Plan covers 155 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#12,471
in Professional & Technical Services (20,173 peers)
+10.6%
assets growth YoY

The Greentree Group, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Greentree Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$13,889,884 Top 37% higher than 63% 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

The Greentree Group, Inc. Profit Sharing 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. The Greentree Group, Inc. Profit Sharing Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Greentree Group, Inc. Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Greentree Group, Inc. Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311369924 · The Greentree Group, Inc. PY 2024 · 401(k)

The Greentree Group, Inc. Profit Sharing Plan · $14M · 155 · 63rd

  • SCH $14M
  • SCH 155
  • SCH 63rd
  • SCH 401(k)
  • SCH near Per Scholas Inc 401(k) Profit Sharing Plan
  • SCH ind #12471

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 Professional & Technical Services retirement plans → · Plans in Ohio →

The Greentree Group, Inc. Profit Sharing Plan in the asset neighbourhood

The Greentree Group, Inc. Profit Sharing PlanThe Greentree Group, Inc. Pr…$14MPer Scholas Inc 401(k) Profit Sharing PlanPer Scholas Inc 401(k) Profi…$14MPangborn LLC 401(k) Plan$14MQuinn Consulting Services, Inc. 401(k) Profit Sharing Plan and TrustQuinn Consulting Services, I…$14MLeepfrog Technologies, Inc. 401(k) PlanLeepfrog Technologies, Inc. …$14M
End-of-year total assets ($M) among The Greentree Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN311369924
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Greentree Group, Inc.)

Sponsor-wide plan assets over time

All The Greentree Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 37.73906331299822% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $13.9M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 148 $10M
2023 1 154 $13M
2024 1 155 $14M

Nearby 401(k) Plans in Ohio

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

The Greentree Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Greentree Group, Inc. Profit Sharing Plan, Total assets ($B): 0.013889884 · Participants: 155The Greentree Group, Inc. Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Greentree Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Greentree Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

The Greentree Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Per Scholas Inc 401(k) Profit Sharing Plan in NY ($14M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 The Greentree Group, Inc. Profit Sharing Plan assets move in 2024? ▼
The Greentree Group, Inc. Profit Sharing Plan grew at a solid clip - up 10.6% during 2024, from $13M to $14M. Reported net income was $1M.
How have The Greentree Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Greentree Group, Inc.'s sponsor-wide assets grew 37.7%, from $10M to $14M.
Which 401(k) plans are similar in size to The Greentree Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Per Scholas Inc 401(k) Profit Sharing Plan in NY ($14M, 469 participants).
Which 401(k) plans cover a similar participant headcount to The Greentree Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 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 311369924.

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.