401(k) · DOL Form 5500 · 2023
Golub Capital LLC 401(k) Plan
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 714
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $206,480
- Avg per participant Above avg balance/head
Official DOL plan name: Golub Capital LLC 401(k) Plan · Sponsored by Golub Capital LLC · Illinois · Finance & Insurance
$147M in assets, 714 participants
Golub Capital LLC's Golub Capital LLC 401(k) Plan reported $147M in total assets and 714 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,962 in Finance & Insurance (8,869 peers)
Where Golub Capital LLC 401(k) Plan sits by assets
Golub Capital LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $147M for 714 participants (~$206,480/participant), up 45.0% in 2023.
- #7,962
- in Finance & Insurance (8,869 peers)
- +45.0%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Golub Capital LLC 401(k) Plan's outsized position by total assets
Golub Capital LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$147,426,832 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Golub Capital LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Golub Capital LLC 401(k) Plan sits mid-pack in the medium band (714 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Golub Capital LLC 401(k) Plan reported net income rose from $393K in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Golub Capital LLC 401(k) Plan end-of-year assets rose from $102M in the plan year 2022 filing to $147M in the plan year 2023 filing.
- Golub Capital LLC 401(k) Plan reported participants rose from 577 in the plan year 2022 filing to 714 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 205683269 · Golub Capital LLC PY 2023 · 401(k)
Golub Capital LLC 401(k) Plan · $147M · 714 · 93rd
- PART $147M
- PART 714
- PART 93rd
- PART 401(k)
- PART near Sterilite Corporation Retirement Income Partnership
- PART ind #7962
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 →
Golub Capital LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | $46M |
| Employer EIN | 205683269 |
| Plan Effective Date | 2001-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golub Capital LLC)
Sponsor-wide plan assets over time
All Golub Capital LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 90.25732986670349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 577 | $102M |
| 2023 | 1 | 714 | $147M |
| 2024 | 1 | 832 | $193M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Golub Capital LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Sterilite Corporation Retirement Income Partnership in MA ($147M); by covered participants it is Hecla Mining Company Capital Accumulation Plan in ID (714 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
- Sterilite Corporation Retirement Income Partnership (MA) $147M · 2,541
- Schneider Downs Retirement Savings Plan (PA) $147M · 594
- Radiance Technologies, Inc. 401(k) Profit Sharing Plan (AL) $147M · 1,001
- Visionworks of America, Inc. 401(k) Savings Plan (TX) $147M · 6,874
Similar participant headcount
Nearest other-state filings by covered participants (714 participants); asset peers above are excluded.
- Hecla Mining Company Capital Accumulation Plan (ID) 714 · 0 off
- Yeti Coolers, LLC Retirement Plan (TX) 714 · 0 off
- Carroll Management Group, LLC 401(k) Retirement Plan (GA) 714 · 0 off
- The Bancorp, Inc. 401(k) Plan (DE) 713 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.