401(k) · DOL Form 5500 · 2023
Gi Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 290
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $200,953
- Avg per participant Above avg balance/head
Official DOL plan name: Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis · Sponsored by Gi Associates, LLC · Wisconsin · Healthcare & Social Assistance
$58M in assets, 290 participants
Gi Associates, LLC's Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis reported $58M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,745 in Healthcare & Social Assistance (17,684 peers)
Where Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits by assets
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits in the top quartile of all filed plans by assets, $58M for 290 participants (~$200,953/participant), up 6.3% in 2023.
- #15,745
- in Healthcare & Social Assistance (17,684 peers)
- +6.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis's outsized position by total assets
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,276,453 Top 13% higher than 87% 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
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis 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. Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits mid-pack in the medium band (290 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis end-of-year assets rose from $55M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis reported participants fell from 295 in the plan year 2022 filing to 290 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391994360 · Gi Associates, LLC PY 2023 · 401(k)
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis · $58M · 290 · 87th
- VS-ST $58M
- BOY 290
- SCH 87th
- EBSA 401(k)
- PART near Aviation Communications & Surveillance Systems 401(k) Plan
- TYPE ind #15745
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $3M |
| Employer EIN | 391994360 |
| Plan Effective Date | 2015-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gi Associates, LLC)
Sponsor-wide plan assets over time
All Gi Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 16.168495078778548% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 582 | $71M |
| 2023 | 2 | 578 | $75M |
| 2024 | 2 | 612 | $82M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Aviation Communications & Surveillance Systems 401(k) Plan in FL ($58M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (290 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.