401(k) · DOL Form 5500 · 2024

Greenstate Credit Union 401(k) Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
882
Participants Near avg headcount
92nd
Percentile by assets National rank
$140,036
Avg per participant Near avg balance/head
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Official DOL plan name: Greenstate Credit Union 401(k) Retirement Plan · Sponsored by Greenstate Credit Union · Iowa · Finance & Insurance

$124M in assets, 882 participants

Greenstate Credit Union's Greenstate Credit Union 401(k) Retirement Plan reported $124M in total assets and 882 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,460 in Finance & Insurance (8,549 peers)

Where Greenstate Credit Union 401(k) Retirement Plan sits by assets

Greenstate Credit Union 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $124M for 882 participants (~$140,036/participant), up 21.0% in 2024.

#7,460
in Finance & Insurance (8,549 peers)
+21.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Greenstate Credit Union 401(k) Retirement Plan's outsized position by total assets

Greenstate Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$123,512,120 Top 8% higher than 92% 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

Greenstate Credit Union 401(k) 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. Greenstate Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (882 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Greenstate Credit Union 401(k) Retirement Plan end-of-year assets rose from $102M in the plan year 2023 filing to $124M in the plan year 2024 filing.
  • Greenstate Credit Union 401(k) Retirement Plan reported net income rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Greenstate Credit Union 401(k) Retirement Plan reported participants fell from 927 in the plan year 2023 filing to 882 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420804594 · Greenstate Credit Union PY 2024 · 401(k)

Greenstate Credit Union 401(k) Retirement Plan · $124M · 882 · 92nd

  • TYPE $124M
  • NET 882
  • BOOK 92nd
  • VS-ST 401(k)
  • BOY near Great Lakes Cheese Co., Inc. 401(k) Plan and Trust
  • SCH ind #7460

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 Iowa →

Greenstate Credit Union 401(k) Retirement Plan in the asset neighbourhood

Carl Buddig and Company Deferred Benefit PlanCarl Buddig and Company Defe…$124MGreat Lakes Cheese Co., Inc. 401(k) Plan and TrustGreat Lakes Cheese Co., Inc.…$124MGreenstate Credit Union 401(k) Retirement PlanGreenstate Credit Union 401(…$124MTms International Corporation Salaried Employees 401(k) & PspTms International Corporatio…$123MAmerican Society of Clinical Oncology 401(k) Profit Sharing PlanAmerican Society of Clinical…$123M
End-of-year total assets ($M) among Greenstate Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$124M
Net Income$21M
Employer EIN420804594
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greenstate Credit Union)

Sponsor-wide plan assets over time

All Greenstate Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$124M 49.427733422595644% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $82.7M $124M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 992 $83M
2023 1 927 $102M
2024 1 882 $124M

Nearby 401(k) Plans in Iowa

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

Greenstate Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Greenstate Credit Union 401(k) Retirement Plan, Total assets ($B): 0.12351212 · Participants: 882Greenstate Credit Union 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Greenstate Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Greenstate Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

Greenstate Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Great Lakes Cheese Co., Inc. 401(k) Plan and Trust in OH ($124M); by covered participants it is Eqt Corporation Employee Savings Plan in PA (882 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (882 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 Greenstate Credit Union 401(k) Retirement Plan assets move in 2024? ▼
Greenstate Credit Union 401(k) Retirement Plan grew sharply - up 21.0% during 2024, from $102M to $124M. Reported net income was $21M.
How have Greenstate Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greenstate Credit Union's sponsor-wide assets grew 49.4%, from $83M to $124M.
Where does Greenstate Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Greenstate Credit Union 401(k) Retirement Plan ranks in the 92nd 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 Greenstate Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Great Lakes Cheese Co., Inc. 401(k) Plan and Trust in OH ($124M, 4,275 participants).
Which 401(k) plans cover a similar participant headcount to Greenstate Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eqt Corporation Employee Savings Plan in PA (882 participants, $457M 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 420804594.

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.