401(k) · DOL Form 5500 · 2022
Gi Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 295
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $185,826
- Avg per participant Above avg balance/head
Official DOL plan name: Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis · Sponsored by Gi Associates, LLC · Wisconsin · Healthcare & Social Assistance
$55M in assets, 295 participants
Gi Associates, LLC's Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis reported $55M in total assets and 295 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #18,140 in Healthcare & Social Assistance (20,060 peers)
Where Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits by assets
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits in the top quartile of all filed plans by assets, $55M for 295 participants (~$185,826/participant), down 13.4% in 2022.
- #18,140
- in Healthcare & Social Assistance (20,060 peers)
- -13.4%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis's outsized position by total assets
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$54,818,667 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits mid-pack in the medium band (295 participants).
Published 5500 schedule card
Filing strip 391994360 · Gi Associates, LLC PY 2022 · 401(k)
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis · $55M · 295 · 89th
- RANK $55M
- RANK 295
- RANK 89th
- RANK 401(k)
- RANK near Netskope Retirement Savings Plan
- RANK ind #18140
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$8M |
| Employer EIN | 391994360 |
| Plan Effective Date | 2015-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gi Associates, LLC)
Sponsor-wide plan assets over time
All Gi Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 16.168495078778548% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 582 | $71M |
| 2023 | 2 | 578 | $75M |
| 2024 | 2 | 612 | $82M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Netskope Retirement Savings Plan in CA ($55M); by covered participants it is The Arc of Essex County, Inc. 401(k) Plan in NJ (295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (295 participants); asset peers above are excluded.
- The Arc of Essex County, Inc. 401(k) Plan (NJ) 295 · 0 off
- Georgia Transmission Corporation Retirement Plan (GA) 295 · 0 off
- Ctc Global Corporation 401(k) Plan (CA) 295 · 0 off
- Baker Newman & Noyes, LLC 401(k) Profit Sharing Plan (ME) 295 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.