401(k) · DOL Form 5500 · 2024

Silver Tree Residential, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
475
Participants Below avg headcount
58th
Percentile by assets National rank
$23,420
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Silver Tree Residential, LLC 401(k) Plan · Sponsored by Silver Tree Residential, LLC · Tennessee · Real Estate

$11M in assets, 475 participants

Silver Tree Residential, LLC's Silver Tree Residential, LLC 401(k) Plan reported $11M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,469 in Real Estate (4,605 peers)

Coverage in Tennessee

Silver Tree Residential, LLC 401(k) Plan covers 475 participants in Tennessee, about 42% of the average Tennessee filer (state average ~1,126 per filing). Assets: $11M.

#3,469
in Real Estate (4,605 peers)
+26.3%
assets growth YoY

Silver Tree Residential, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Silver Tree Residential, LLC 401(k) Plan vs every filed plan by assets

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

$11,124,704 Top 42% higher than 58% 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

Silver Tree Residential, LLC 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. Silver Tree Residential, LLC 401(k) Plan sits mid-pack in the medium band (475 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Silver Tree Residential, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Silver Tree Residential, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Silver Tree Residential, LLC 401(k) Plan reported participants rose from 445 in the plan year 2023 filing to 475 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 264426092 · Silver Tree Residential, LLC PY 2024 · 401(k)

Silver Tree Residential, LLC 401(k) Plan · $11M · 475 · 58th

  • EOY $11M
  • 5500 475
  • ASSETS 58th
  • PCT 401(k)
  • EIN near Choices Coordinated Care Solutions, Inc. 401(k) Retirement Plan
  • RANK ind #3469

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 Real Estate retirement plans → · Plans in Tennessee →

Silver Tree Residential, LLC 401(k) Plan in the asset neighbourhood

Choices Coordinated Care Solutions, Inc. 401(k) Retirement PlanChoices Coordinated Care Sol…$11MUnited Mortgage Corp 401(k) Profit Sharing Plan and TrustUnited Mortgage Corp 401(k) …$11MPrecision Concrete Construction 401(k)/Profit Sharing PlanPrecision Concrete Construct…$11MSilver Tree Residential, LLC 401(k) PlanSilver Tree Residential, LLC…$11MSweet, Stevens, Katz & Williams 401(k) Retirement Savings PlanSweet, Stevens, Katz & Willi…$11M
End-of-year total assets ($M) among Silver Tree Residential, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN264426092
Plan Effective Date2018-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Silver Tree Residential, LLC)

Sponsor-wide plan assets over time

All Silver Tree Residential, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 94.41519837780885% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.72M $11.1M ▲ +94.4%
Year Plans Participants Total Assets
2022 1 449 $6M
2023 1 445 $9M
2024 1 475 $11M

Nearby 401(k) Plans in Tennessee

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

Silver Tree Residential, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Silver Tree Residential, LLC 401(k) Plan, Total assets ($B): 0.011124704 · Participants: 475Silver Tree Residential, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Silver Tree Residential, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Silver Tree Residential, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Choices Coordinated Care Solutions, Inc. 401(k) Retirement Plan in IN ($11M); by covered participants it is Pride Star Ems. 401(k) Plan in MA (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Silver Tree Residential, LLC 401(k) Plan assets move in 2024?
Silver Tree Residential, LLC 401(k) Plan grew sharply - up 26.3% during 2024, from $9M to $11M. Reported net income was $2M.
How have Silver Tree Residential, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Silver Tree Residential, LLC's sponsor-wide assets grew 94.4%, from $6M to $11M.
Which 401(k) plans are similar in size to Silver Tree Residential, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Choices Coordinated Care Solutions, Inc. 401(k) Retirement Plan in IN ($11M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Silver Tree Residential, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pride Star Ems. 401(k) Plan in MA (475 participants, $10M in assets).