Money Purchase · DOL Form 5500 · 2022

Gtcr LLC Money Purchase Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
56
Participants Small participant base
83rd
Percentile by assets National rank
$549,017
Avg per participant High balance/head
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Official DOL plan name: Gtcr Retirement Plan · Sponsored by Gtcr LLC · Illinois · Finance & Insurance

$31M in assets, 56 participants

Gtcr LLC's Gtcr Retirement Plan reported $31M in total assets and 56 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.

  • #6,731 in Finance & Insurance (9,261 peers)

Where Gtcr Retirement Plan sits by assets

Gtcr Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 56 participants (~$549,017/participant), down 12.3% in 2022.

#6,731
in Finance & Insurance (9,261 peers)
-12.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gtcr Retirement Plan's outsized position by total assets

Gtcr Retirement Plan vs every filed plan by assets

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

$30,744,926 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

Gtcr Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gtcr Retirement Plan is a small filing (56 participants) on this national headcount ladder.

DOL schedule card

Filing strip 900615667 · Gtcr LLC PY 2022 · Money Purchase

Gtcr Retirement Plan · $31M · 56 · 83rd

  • TYPE $31M
  • NET 56
  • BOOK 83rd
  • VS-ST Money Purchase
  • BOY near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
  • SCH ind #6731

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 Illinois →

Gtcr Retirement Plan in the asset neighbourhood

United Plant & Production Workers L175 Annuity FundUnited Plant & Production Wo…$31MCambridge University Press Retirement PlanCambridge University Press R…$31MGtcr Retirement Plan$31MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$31MIBEW Local #241 Annuity Plan$30M
End-of-year total assets ($M) among Gtcr Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN900615667
Plan Effective Date1998-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Gtcr LLC)

Sponsor-wide plan assets over time

All Gtcr LLC plans reported in each filing year

Latest sponsor-wide plan assets
$101M 59.23586504874242% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $63.7M $101M ▲ +59.2%
Year Plans Participants Total Assets
2022 2 181 $64M
2023 2 218 $83M
2024 2 250 $101M

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Gtcr Retirement Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Gtcr Retirement Plan, Total assets ($M): 30.744926 · Participants: 56Gtcr Retirement PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Gtcr Retirement Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Gtcr Retirement Plan side-by-side with 3 peers →

Gtcr Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($31M); by covered participants it is Landesbank Baden-Wuerttemberg Money Purchase Pension Plan in NY (56 participants). Same-state nearby plans are listed separately above.

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 Gtcr Retirement Plan assets move in 2022? ▼
Gtcr Retirement Plan pulled back noticeably - down 12.3% during 2022, from $35M to $31M. Reported net income was -$4M.
How have Gtcr LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gtcr LLC's sponsor-wide assets grew 59.2%, from $64M to $101M.
Where does Gtcr Retirement Plan rank by assets among Form 5500 filers? ▼
Gtcr Retirement Plan 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 Money Purchase plans are similar in size to Gtcr Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($31M, 450 participants).
Which Money Purchase plans cover a similar participant headcount to Gtcr Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Landesbank Baden-Wuerttemberg Money Purchase Pension Plan in NY (56 participants, $17M 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 900615667.

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.