401(k) · DOL Form 5500 · 2023

Great Point Partners LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
28
Participants Small participant base
83rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Great Point Partners LLC Incentive Savings Trust · Sponsored by Great Point Partners LLC · Connecticut · Finance & Insurance

$39M in assets, 28 participants

Great Point Partners LLC's Great Point Partners LLC Incentive Savings Trust reported $39M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,505 in Finance & Insurance (8,869 peers)

Where Great Point Partners LLC Incentive Savings Trust sits by assets

Great Point Partners LLC Incentive Savings Trust sits in the top quartile of all filed plans by assets, $39M for 28 participants (~$1.4M/participant), up 21.9% in 2023.

#6,505
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Great Point Partners LLC Incentive Savings Trust's outsized position by total assets

Great Point Partners LLC Incentive Savings Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,612,940 Top 17% higher than 83% of 127,068 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 2023

Great Point Partners LLC Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Great Point Partners LLC Incentive Savings Trust is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Great Point Partners LLC Incentive Savings Trust reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Great Point Partners LLC Incentive Savings Trust end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Great Point Partners LLC Incentive Savings Trust reported participants fell from 31 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 371475292 · Great Point Partners LLC PY 2023 · 401(k)

Great Point Partners LLC Incentive Savings Trust · $39M · 28 · 83rd

  • EOY $39M
  • EOY 28
  • EOY 83rd
  • EOY 401(k)
  • EOY near Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust
  • EOY ind #6505

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 Connecticut →

Great Point Partners LLC Incentive Savings Trust in the asset neighbourhood

Beta Group Inc. 401(k) Profit Sharing Plan & TrustBeta Group Inc. 401(k) Profi…$39MGreat Point Partners LLC Incentive Savings TrustGreat Point Partners LLC Inc…$39MPhe, Inc. Employees 401(k) and Profit Sharing Plan and TrustPhe, Inc. Employees 401(k) a…$39MCampbell Transportation Company, Inc. Retirement PlanCampbell Transportation Comp…$39MBone & Joint Clinic, S.C. 401(k) PlanBone & Joint Clinic, S.C. 40…$39M
End-of-year total assets ($M) among Great Point Partners LLC Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN371475292
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Point Partners LLC)

Sponsor-wide plan assets over time

All Great Point Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 2.495438656682735% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.7M $32.5M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 31 $32M
2023 1 28 $39M
2024 1 31 $32M

Nearby 401(k) Plans in Connecticut

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

Great Point Partners LLC Incentive Savings Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Great Point Partners LLC Incentive Savings Trust, Total assets ($B): 0.03861294 · Participants: 28Great Point Partners LLC Incentive Savings TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Great Point Partners LLC Incentive Savings Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Great Point Partners LLC Incentive Savings Trust side-by-side with 3 peers →

Great Point Partners LLC Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust in NC ($39M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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.

Frequently Asked Questions

How did Great Point Partners LLC Incentive Savings Trust assets move in 2023? ▼
Great Point Partners LLC Incentive Savings Trust grew sharply - up 21.9% during 2023, from $32M to $39M. Reported net income was $7M.
How have Great Point Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Point Partners LLC's sponsor-wide assets grew 2.5%, from $32M to $32M.
Where does Great Point Partners LLC Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Great Point Partners LLC Incentive Savings Trust ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Great Point Partners LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust in NC ($39M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Great Point Partners LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371475292.

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.