401(k) · DOL Form 5500 · 2022

Great Point Partners LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
31
Participants Small participant base
83rd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Great Point Partners LLC Incentive Savings Trust · Sponsored by Great Point Partners LLC · Connecticut · Finance & Insurance

$32M in assets, 31 participants

Great Point Partners LLC's Great Point Partners LLC Incentive Savings Trust reported $32M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,787 in Finance & Insurance (9,261 peers)

Where Great Point Partners LLC Incentive Savings Trust sits by assets

Great Point Partners LLC Incentive Savings Trust sits in the top quartile of all filed plans by assets, $32M for 31 participants (~$1.0M/participant), down 5.7% in 2022.

#6,787
in Finance & Insurance (9,261 peers)
-5.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Great Point Partners LLC Incentive Savings Trust's outsized position by total assets

Great Point Partners LLC Incentive Savings Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,665,014 Top 17% higher than 83% of 139,123 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 2022

Great Point Partners LLC Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Great Point Partners LLC Incentive Savings Trust is a small filing (31 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 371475292 · Great Point Partners LLC PY 2022 · 401(k)

Great Point Partners LLC Incentive Savings Trust · $32M · 31 · 83rd

  • EIN $32M
  • RANK 31
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Cleaveland/Price, Inc. 401(k) Plan
  • 5500 ind #6787

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 Connecticut →

Great Point Partners LLC Incentive Savings Trust in the asset neighbourhood

Great Point Partners LLC Incentive Savings TrustGreat Point Partners LLC Inc…$32MCopper River 401(k) Plan$32MCleaveland/Price, Inc. 401(k) PlanCleaveland/Price, Inc. 401(k…$32ME C Company Employees Retirement and Savings PlanE C Company Employees Retire…$32MAura 401(k) Retirement Plan$32M
End-of-year total assets ($M) among Great Point Partners LLC Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$32M
Net Income-$2M
Employer EIN371475292
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Point Partners LLC)

Sponsor-wide plan assets over time

All Great Point Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 2.495438656682735% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.7M $32.5M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 31 $32M
2023 1 28 $39M
2024 1 31 $32M

Nearby 401(k) Plans in Connecticut

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

Great Point Partners LLC Incentive Savings Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Great Point Partners LLC Incentive Savings Trust, Total assets ($B): 0.031665014 · Participants: 31Great Point Partners LLC Incentive Savings TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Great Point Partners LLC Incentive Savings Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Great Point Partners LLC Incentive Savings Trust side-by-side with 3 peers →

Great Point Partners LLC Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Cleaveland/Price, Inc. 401(k) Plan in PA ($32M); by covered participants it is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Great Point Partners LLC Incentive Savings Trust assets move in 2022? ▼
Great Point Partners LLC Incentive Savings Trust pulled back noticeably - down 5.7% during 2022, from $34M to $32M. Reported net income was -$2M.
How have Great Point Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Point Partners LLC's sponsor-wide assets grew 2.5%, from $32M to $32M.
Where does Great Point Partners LLC Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Great Point Partners LLC Incentive Savings Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Great Point Partners LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cleaveland/Price, Inc. 401(k) Plan in PA ($32M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Great Point Partners LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371475292.

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.