Money Purchase · DOL Form 5500 · 2022

Gtcr LLC Money Purchase Plan

Data updated 2026-08-11

$31M
Total assets
56
Participants
83rd
Percentile by assets
$549,017
Avg per participant
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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.

  • 83rd percentile by assets (of 139,126 plans)
  • #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.

$31M
total plan assets (2022 EOY)
56
covered participants
83rd
percentile by assets (of 139,126 plans)
$549,017
avg assets per participant

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.

State

Gtcr Retirement Plan vs the 2022 asset distribution

By assets, Gtcr Retirement Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$40M$60M$80M$100M$120M 202220232024 $63.7M $101M ▲ +59.2%
Total plan assets by year, all Gtcr LLC plans on file
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

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 PlanRetirement Plan for …NECA-IBEW Local 176 …NECA-IBEW Local 364 …Smart Local 265 Supp…International Associ…
Gtcr Retirement Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Gtcr Retirement Plan by total assets, not by location.

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).

Scale reading

Ways to act on Gtcr Retirement Plan's numbers.