401(k) · DOL Form 5500 · 2023
Partners Group (USA) Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 382
- Participants Below avg headcount
Official DOL plan name: Partners Group (USA) Inc. 401(k) Plan · Sponsored by Partners Group (USA) Inc. · Colorado · Finance & Insurance
N/A in assets, 382 participants
Partners Group (USA) Inc.'s Partners Group (USA) Inc. 401(k) Plan reported N/A in total assets and 382 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Partners Group (USA) Inc. 401(k) Plan holds N/A for 382 participants.
- $9M
- reported net income
Partners Group (USA) Inc. 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. Partners Group (USA) Inc. 401(k) Plan sits mid-pack in the medium band (382 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Partners Group (USA) Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Partners Group (USA) Inc. 401(k) Plan reported participants rose from 339 in the plan year 2022 filing to 382 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 134118892 · Partners Group (USA) Inc. PY 2023 · 401(k)
Partners Group (USA) Inc. 401(k) Plan · N/A · 382
- SCH N/A
- SCH 382
- SCH PY 2023
- SCH 401(k)
- SCH near Clow Valve Company Hourly 401(k) Retirement Plan
- SCH $9M
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 Colorado →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $9M |
| Employer EIN | 134118892 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Partners Group (USA) Inc.)
Sponsor-wide plan assets over time
All Partners Group (USA) Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 339 | $37M |
| 2023 | 1 | 382 | N/A |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Partners Group (USA) Inc. 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside Colorado, the nearest 401(k) by covered participants is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants; this filing: 382 participants).
Similar participant headcount
Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.