401(k) · DOL Form 5500 · 2024

Greystone Select Incorporated 401(k) Plan

Data updated 2026-08-25

$207M
Total assets Near avg plan size
1,195
Participants Near avg headcount
94th
Percentile by assets National rank
$173,255
Avg per participant Above avg balance/head
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Official DOL plan name: Greystone 401(k) Savings Plan · Sponsored by Greystone Select Incorporated · New York · Finance & Insurance

$207M in assets, 1,195 participants

Greystone Select Incorporated's Greystone 401(k) Savings Plan reported $207M in total assets and 1,195 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,780 in Finance & Insurance (8,549 peers)

Where Greystone 401(k) Savings Plan sits by assets

Greystone 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $207M for 1,195 participants (~$173,255/participant), up 19.7% in 2024.

#7,780
in Finance & Insurance (8,549 peers)
+19.7%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Greystone 401(k) Savings Plan's outsized position by total assets

Greystone 401(k) Savings Plan vs every filed plan by assets

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

$207,040,067 Top 6% higher than 94% 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

Greystone 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greystone 401(k) Savings Plan lands in the large band (1,195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Greystone 401(k) Savings Plan end-of-year assets rose from $173M in the plan year 2023 filing to $207M in the plan year 2024 filing.
  • Greystone 401(k) Savings Plan reported participants fell from 1,473 in the plan year 2023 filing to 1,195 in the plan year 2024 filing.
  • Greystone 401(k) Savings Plan reported net income fell from $37M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 832201161 · Greystone Select Incorporated PY 2024 · 401(k)

Greystone 401(k) Savings Plan · $207M · 1,195 · 94th

  • RANK $207M
  • PHOTO 1,195
  • IND 94th
  • EOY 401(k)
  • 5500 near Jackson Walker LLP Qualified Retirement Plan II
  • ASSETS ind #7780

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 New York →

Greystone 401(k) Savings Plan in the asset neighbourhood

Coffman Engineers, Inc. Salary Deferral Profit Sharing Plan and TrustCoffman Engineers, Inc. Sala…$207MLtimindtree Ltd 401(k) Plan$207MHutchinson Technology Incorporated 401(k) PlanHutchinson Technology Incorp…$207MGreystone 401(k) Savings Plan$207MJackson Walker LLP Qualified Retirement Plan IIJackson Walker LLP Qualified…$207M
End-of-year total assets ($M) among Greystone 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$173M
Net Assets (End of Year)$207M
Net Income$34M
Employer EIN832201161
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greystone Select Incorporated)

Sponsor-wide plan assets over time

All Greystone Select Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$207M 19.74849157956804% vs 2023
2024 filing year
$160M$180M$200M$220M 20232024 $173M $207M ▲ +19.7%
Year Plans Participants Total Assets
2023 1 1,473 $173M
2024 1 1,195 $207M

Nearby 401(k) Plans in New York

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

Greystone 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Greystone 401(k) Savings Plan, Total assets ($B): 0.207040067 · Participants: 1195Greystone 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Greystone 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Greystone 401(k) Savings Plan side-by-side with 3 peers →

Greystone 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jackson Walker LLP Qualified Retirement Plan II in TX ($207M); by covered participants it is Medallia, Inc. 401(k) Plan in CA (1,195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,195 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 Greystone 401(k) Savings Plan assets move in 2024? ▼
Greystone 401(k) Savings Plan grew sharply - up 19.7% during 2024, from $173M to $207M. Reported net income was $34M.
How have Greystone Select Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Greystone Select Incorporated's sponsor-wide assets grew 19.7%, from $173M to $207M.
Where does Greystone 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Greystone 401(k) Savings Plan ranks in the 94th 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 Greystone 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Walker LLP Qualified Retirement Plan II in TX ($207M, 505 participants).
Which 401(k) plans cover a similar participant headcount to Greystone 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medallia, Inc. 401(k) Plan in CA (1,195 participants, $213M 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 832201161.

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.