Defined Benefit (Pension) · DOL Form 5500 · 2022

G.I. Associates, LLC Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
287
Participants Below avg headcount
73rd
Percentile by assets National rank
$54,935
Avg per participant Low balance/head
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Official DOL plan name: G.I. Associates, LLC Defined Benefit Pension Plan and Trust · Sponsored by G.I. Associates, LLC · Wisconsin · Healthcare & Social Assistance

$16M in assets, 287 participants

G.I. Associates, LLC's G.I. Associates, LLC Defined Benefit Pension Plan and Trust reported $16M in total assets and 287 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,600 in Healthcare & Social Assistance (20,060 peers)

G.I. Associates, LLC multi-year trail

G.I. Associates, LLC's plans moved +16.2% in assets from 2022 to 2024; this filing shows G.I. Associates, LLC Defined Benefit Pension Plan and Trust at $16M / 287 participants.

#15,600
in Healthcare & Social Assistance (20,060 peers)
+0.6%
assets growth YoY

G.I. Associates, LLC Defined Benefit Pension Plan and Trust's outsized position by total assets

G.I. Associates, LLC Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$15,766,350 Top 27% higher than 73% 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

G.I. Associates, LLC Defined Benefit Pension Plan and Trust 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. G.I. Associates, LLC Defined Benefit Pension Plan and Trust sits mid-pack in the medium band (287 participants).

DOL schedule card

Filing strip 391994360 · G.I. Associates, LLC PY 2022 · Defined Benefit (Pension)

G.I. Associates, LLC Defined Benefit Pension Plan and Trust · $16M · 287 · 73rd

  • IND $16M
  • IND 287
  • IND 73rd
  • IND Defined Benefit (Pension)
  • IND near Enloe Medical Center Pension Plan
  • IND ind #15600

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 →

G.I. Associates, LLC Defined Benefit Pension Plan and Trust in the asset neighbourhood

Nelda C. and H.J. Lutcher Stark Fndtn PlanNelda C. and H.J. Lutcher St…$16MBrooks Memorial Hospital Union Employees' Pension PlanBrooks Memorial Hospital Uni…$16MRetirement Plan for Employees of Parkview Community Hospital Medical CenterRetirement Plan for Employee…$16MG.I. Associates, LLC Defined Benefit Pension Plan and TrustG.I. Associates, LLC Defined…$16MEnloe Medical Center Pension PlanEnloe Medical Center Pension…$16M
End-of-year total assets ($M) among G.I. Associates, LLC Defined Benefit Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

G.I. Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All G.I. Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$82M 16.168495078778548% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $70.6M $82M ▲ +16.2%
Year Plans Participants Total Assets
2022 2 582 $71M
2023 2 578 $75M
2024 2 612 $82M

G.I. Associates, LLC filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$96K
Employer EIN391994360
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

G.I. Associates, LLC Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants G.I. Associates, LLC Defined Benefit Pension Plan and Trust, Total assets ($B): 0.01576635 · Participants: 287G.I. Associates, LLC Defined Benefit Pension Plan and TrustThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
G.I. Associates, LLC Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

G.I. Associates, LLC Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Enloe Medical Center Pension Plan in CA ($16M); by covered participants it is Tate & Lyle Hourly Pension Plan in IL (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 G.I. Associates, LLC Defined Benefit Pension Plan and Trust assets move in 2022?
G.I. Associates, LLC Defined Benefit Pension Plan and Trust held essentially flat - up 0.6% during 2022, from $16M to $16M. Reported net income was $96K.
How have G.I. Associates, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), G.I. Associates, LLC's sponsor-wide assets grew 16.2%, from $71M to $82M.
Which Defined Benefit (Pension) plans are similar in size to G.I. Associates, LLC Defined Benefit Pension Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Enloe Medical Center Pension Plan in CA ($16M, 185 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to G.I. Associates, LLC Defined Benefit Pension Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tate & Lyle Hourly Pension Plan in IL (287 participants, $100M in assets).