401(k) · DOL Form 5500 · 2024
Special Tree, Ltd. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 540
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $37,668
- Avg per participant Low balance/head
Official DOL plan name: Special Tree, Ltd. Employees' Salary Savings & Retirement Plan · Sponsored by Special Tree, Ltd. · Michigan · Healthcare & Social Assistance
$20M in assets, 540 participants
Special Tree, Ltd.'s Special Tree, Ltd. Employees' Salary Savings & Retirement Plan reported $20M in total assets and 540 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,686 in Healthcare & Social Assistance (16,916 peers)
Special Tree, Ltd. multi-year trail
Special Tree, Ltd.'s plans moved +31.2% in assets from 2022 to 2024; this filing shows Special Tree, Ltd. Employees' Salary Savings & Retirement Plan at $20M / 540 participants.
- #12,686
- in Healthcare & Social Assistance (16,916 peers)
- +19.6%
- assets growth YoY
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan's outsized position by total assets
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,340,500 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Special Tree, Ltd. Employees' Salary Savings & Retirement 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. Special Tree, Ltd. Employees' Salary Savings & Retirement Plan sits mid-pack in the medium band (540 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Special Tree, Ltd. Employees' Salary Savings & Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Special Tree, Ltd. Employees' Salary Savings & Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Special Tree, Ltd. Employees' Salary Savings & Retirement Plan reported participants rose from 516 in the plan year 2023 filing to 540 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 382702063 · Special Tree, Ltd. PY 2024 · 401(k)
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan · $20M · 540 · 71st
- NET $20M
- NET 540
- NET 71st
- NET 401(k)
- NET near Sfh, Inc. 401(k) Retirement Plan
- NET ind #12686
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 Michigan →
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan in the asset neighbourhood
Special Tree, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Special Tree, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 31.233451862056256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 716 | $15M |
| 2023 | 1 | 516 | $17M |
| 2024 | 1 | 540 | $20M |
Special Tree, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 382702063 |
| Plan Effective Date | 1989-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Sfh, Inc. 401(k) Retirement Plan in ND ($20M); by covered participants it is Tosh Farms 401(k) Profit Sharing Plan in TN (540 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Sfh, Inc. 401(k) Retirement Plan (ND) $20M · 230
- Puerto Rico Energy LLC Retirement Savings Plan (PR) $20M · 200
- Pioneer Bank & Trust Employees Profit Sharing Retirement Plan (SD) $20M · 131
- Viking Cloud 401(k) Plan (IL) $20M · 328
Similar participant headcount
Nearest other-state filings by covered participants (540 participants); asset peers above are excluded.
- Tosh Farms 401(k) Profit Sharing Plan (TN) 540 · 0 off
- Ttx Company Thrift Plan (NC) 540 · 0 off
- Analogic 401(k) Plan (MA) 540 · 0 off
- United Community Center Pension & 401(k) Retirement Plan (WI) 540 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.