401(k) · DOL Form 5500 · 2022

The Partners Group, Ltd 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
189
Participants Below avg headcount
80th
Percentile by assets National rank
$131,467
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Partners Group, Ltd 401(k) Profit Sharing Plan · Sponsored by The Partners Group, Ltd · Oregon · Finance & Insurance

$25M in assets, 189 participants

The Partners Group, Ltd's The Partners Group, Ltd 401(k) Profit Sharing Plan reported $25M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,351 in Finance & Insurance (9,261 peers)

Coverage in Oregon

The Partners Group, Ltd 401(k) Profit Sharing Plan covers 189 participants in Oregon, about 43% of the average Oregon filer (state average ~443 per filing). Assets: $25M.

#6,351
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY
0.2×
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.

The Partners Group, Ltd 401(k) Profit Sharing Plan's outsized position by total assets

The Partners Group, Ltd 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,847,313 Top 20% higher than 80% 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

The Partners Group, Ltd 401(k) Profit Sharing Plan 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. The Partners Group, Ltd 401(k) Profit Sharing Plan sits mid-pack in the medium band (189 participants).

DOL schedule card

Filing strip 931300504 · The Partners Group, Ltd PY 2022 · 401(k)

The Partners Group, Ltd 401(k) Profit Sharing Plan · $25M · 189 · 80th

  • NET $25M
  • BOOK 189
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan
  • EBSA ind #6351

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 Oregon →

The Partners Group, Ltd 401(k) Profit Sharing Plan in the asset neighbourhood

The Partners Group, Ltd 401(k) Profit Sharing PlanThe Partners Group, Ltd 401(…$25MPbi-Gordon Companies, Inc. 401(k) Retirement Savings PlanPbi-Gordon Companies, Inc. 4…$25MApex Capital Corp 401(k) Plan$25MCalifornia Pizza Kitchen, Inc. Retirement Savings PlanCalifornia Pizza Kitchen, In…$25MMidwest Eye Care 401(k) Plan$25M
End-of-year total assets ($M) among The Partners Group, Ltd 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN931300504
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Partners Group, Ltd)

Sponsor-wide plan assets over time

All The Partners Group, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$37M 49.05038625303268% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.9M $37M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 189 $25M
2023 1 203 $31M
2024 1 214 $37M

Nearby 401(k) Plans in Oregon

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

The Partners Group, Ltd 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Partners Group, Ltd 401(k) Profit Sharing Plan, Total assets ($B): 0.024847313 · Participants: 189The Partners Group, Ltd 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
The Partners Group, Ltd 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare The Partners Group, Ltd 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Partners Group, Ltd 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan in KS ($25M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 The Partners Group, Ltd 401(k) Profit Sharing Plan assets move in 2022? ▼
The Partners Group, Ltd 401(k) Profit Sharing Plan pulled back noticeably - down 14.9% during 2022, from $29M to $25M. Reported net income was -$4M.
How have The Partners Group, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Partners Group, Ltd's sponsor-wide assets grew 49.1%, from $25M to $37M.
Where does The Partners Group, Ltd 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Partners Group, Ltd 401(k) Profit Sharing Plan ranks in the 80th 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 The Partners Group, Ltd 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan in KS ($25M, 486 participants).
Which 401(k) plans cover a similar participant headcount to The Partners Group, Ltd 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M 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 931300504.

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.