Other · DOL Form 5500 · 2024
Giving Tree Farm Operating Company, Inc Retirement Plan
Data updated 2026-08-25
- $5K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $5,046
- Avg per participant Low balance/head
Official DOL plan name: Giving Tree 401(k) · Sponsored by Giving Tree Farm Operating Company, Inc · New York · Wholesale Trade
$5K in assets, 1 participants
Giving Tree Farm Operating Company, Inc's Giving Tree 401(k) reported $5K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #40 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Giving Tree 401(k) holds $5K for 1 participant - about $5,046 per participant, among the smaller plans by assets on file.
- #40
- in Wholesale Trade (6,080 peers)
- $5K
- reported net income
Giving Tree 401(k) among the smaller filed plans by assets
Giving Tree 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,046 1st percentile higher than 1% 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
Giving Tree 401(k) among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Giving Tree 401(k) is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 991083721 · Giving Tree Farm Operating Company, Inc PY 2024 · Other
Giving Tree 401(k) · $5K · 1 · 1st
- NET $5K
- NET 1
- NET 1st
- NET Other
- NET near Geo Con Inc
- NET ind #40
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 Wholesale Trade retirement plans → · Plans in New York →
Giving Tree 401(k) in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $5K |
| Net Income | $5K |
| Employer EIN | 991083721 |
| Plan Effective Date | 2024-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Giving Tree 401(k)'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Geo Con Inc in KY ($6K); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mishas Holdings 401(k) (FL) 1 · 0 off
- Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
- Shebesta Group Savings Plan (OH) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.