401(k) · DOL Form 5500 · 2022

Gresham Partners, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
54
Participants Small participant base
72nd
Percentile by assets National rank
$271,418
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Gresham Partners, LLC 401(k) Plan · Sponsored by Gresham Partners, LLC · Illinois · Finance & Insurance

$15M in assets, 54 participants

Gresham Partners, LLC's Gresham Partners, LLC 401(k) Plan reported $15M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,272 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Gresham Partners, LLC 401(k) Plan holds $15M for 54 participants - about $271,418 per participant, above the median plan by assets.

#5,272
in Finance & Insurance (9,261 peers)
+6.0%
assets growth YoY

Gresham Partners, LLC 401(k) Plan's outsized position by total assets

Gresham Partners, LLC 401(k) Plan vs every filed plan by assets

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

$14,656,550 Top 28% higher than 72% 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

Gresham Partners, LLC 401(k) 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. Gresham Partners, LLC 401(k) Plan is a small filing (54 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 364174321 · Gresham Partners, LLC PY 2022 · 401(k)

Gresham Partners, LLC 401(k) Plan · $15M · 54 · 72nd

  • 5500 $15M
  • 5500 54
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Plus Relocation Services, LLC 401(k) Retirement Savings Plan
  • 5500 ind #5272

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 →

Gresham Partners, LLC 401(k) Plan in the asset neighbourhood

Gresham Partners, LLC 401(k) PlanGresham Partners, LLC 401(k)…$15MPlus Relocation Services, LLC 401(k) Retirement Savings PlanPlus Relocation Services, LL…$15MAllied Universal Cbu 401(k) PlanAllied Universal Cbu 401(k) …$15MBluetooth Sig Inc 401(k) Plan$15MEmplifi Inc. 401(k) Profit Sharing PlanEmplifi Inc. 401(k) Profit S…$15M
End-of-year total assets ($M) among Gresham Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$827K
Employer EIN364174321
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Gresham Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Gresham Partners, LLC 401(k) Plan, Total assets ($B): 0.01465655 · Participants: 54Gresham Partners, LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Gresham Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Gresham Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Plus Relocation Services, LLC 401(k) Retirement Savings Plan in MN ($15M); by covered participants it is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Gresham Partners, LLC 401(k) Plan assets move in 2022?
Gresham Partners, LLC 401(k) Plan grew at a solid clip - up 6.0% during 2022, from $14M to $15M. Reported net income was $827K.
Which 401(k) plans are similar in size to Gresham Partners, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Plus Relocation Services, LLC 401(k) Retirement Savings Plan in MN ($15M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Gresham Partners, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants, $4M in assets).