Defined Benefit (Pension) · DOL Form 5500 · 2023

G.I. Associates, LLC Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
288
Participants Below avg headcount
70th
Percentile by assets National rank
$59,204
Avg per participant Low balance/head
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Official DOL plan name: G.I. Associates, LLC Defined Benefit Pension Plan and Trust · Sponsored by G.I. Associates, LLC · Wisconsin · Healthcare & Social Assistance

$17M in assets, 288 participants

G.I. Associates, LLC's G.I. Associates, LLC Defined Benefit Pension Plan and Trust reported $17M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,157 in Healthcare & Social Assistance (17,684 peers)

G.I. Associates, LLC multi-year trail

G.I. Associates, LLC's plans moved +16.2% in assets from 2022 to 2024; this filing shows G.I. Associates, LLC Defined Benefit Pension Plan and Trust at $17M / 288 participants.

#13,157
in Healthcare & Social Assistance (17,684 peers)
+8.1%
assets growth YoY

G.I. Associates, LLC Defined Benefit Pension Plan and Trust's outsized position by total assets

G.I. Associates, LLC Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$17,050,652 Top 30% higher than 70% 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

G.I. Associates, LLC Defined Benefit Pension Plan and Trust 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. G.I. Associates, LLC Defined Benefit Pension Plan and Trust sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G.I. Associates, LLC Defined Benefit Pension Plan and Trust reported net income rose from $96K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • G.I. Associates, LLC Defined Benefit Pension Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391994360 · G.I. Associates, LLC PY 2023 · Defined Benefit (Pension)

G.I. Associates, LLC Defined Benefit Pension Plan and Trust · $17M · 288 · 70th

  • 5500 $17M
  • ASSETS 288
  • PCT 70th
  • EIN Defined Benefit (Pension)
  • RANK near American Farm Bureau Insurance Services Inc. Employees' Retirement Plan
  • PHOTO ind #13157

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 →

G.I. Associates, LLC Defined Benefit Pension Plan and Trust in the asset neighbourhood

Bemis Associates Inc. Pension and Severance Award AgreementBemis Associates Inc. Pensio…$17MG.I. Associates, LLC Defined Benefit Pension Plan and TrustG.I. Associates, LLC Defined…$17MAmerican Farm Bureau Insurance Services Inc. Employees' Retirement PlanAmerican Farm Bureau Insuran…$17MThe Orthopaedic Group, P.C. Pension PlanThe Orthopaedic Group, P.C. …$17MThe Homestead Retirement Plan$17M
End-of-year total assets ($M) among G.I. Associates, LLC Defined Benefit Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

G.I. Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All G.I. Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$82M 16.168495078778548% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $70.6M $82M ▲ +16.2%
Year Plans Participants Total Assets
2022 2 582 $71M
2023 2 578 $75M
2024 2 612 $82M

G.I. Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN391994360
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

G.I. Associates, LLC Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants G.I. Associates, LLC Defined Benefit Pension Plan and Trust, Total assets ($B): 0.017050652 · Participants: 288G.I. Associates, LLC Defined Benefit Pension Plan and TrustThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
G.I. Associates, LLC Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare G.I. Associates, LLC Defined Benefit Pension Plan and Trust side-by-side with 3 peers →

G.I. Associates, LLC Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is American Farm Bureau Insurance Services Inc. Employees' Retirement Plan in IL ($17M); by covered participants it is Pension Plan for Represented Hourly-Paid Employees of National Gypsum in NC (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 G.I. Associates, LLC Defined Benefit Pension Plan and Trust assets move in 2023? ▼
G.I. Associates, LLC Defined Benefit Pension Plan and Trust grew at a solid clip - up 8.1% during 2023, from $16M to $17M. Reported net income was $1M.
How have G.I. Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.I. Associates, LLC's sponsor-wide assets grew 16.2%, from $71M to $82M.
Which Defined Benefit (Pension) plans are similar in size to G.I. Associates, LLC Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Farm Bureau Insurance Services Inc. Employees' Retirement Plan in IL ($17M, 89 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to G.I. Associates, LLC Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Represented Hourly-Paid Employees of National Gypsum in NC (288 participants, $35M 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 391994360.

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.