Money Purchase · DOL Form 5500 · 2023

Gtcr LLC Money Purchase Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
62
Participants Small participant base
82nd
Percentile by assets National rank
$619,628
Avg per participant High balance/head
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Official DOL plan name: Gtcr Retirement Plan · Sponsored by Gtcr LLC · Illinois · Finance & Insurance

$38M in assets, 62 participants

Gtcr LLC's Gtcr Retirement Plan reported $38M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,495 in Finance & Insurance (8,869 peers)

Where Gtcr Retirement Plan sits by assets

Gtcr Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 62 participants (~$619,628/participant), up 25.0% in 2023.

#6,495
in Finance & Insurance (8,869 peers)
+25.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gtcr Retirement Plan's outsized position by total assets

Gtcr Retirement Plan vs every filed plan by assets

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

$38,416,962 Top 18% higher than 82% 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

Gtcr Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gtcr Retirement Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gtcr Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Gtcr Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Gtcr Retirement Plan reported participants rose from 56 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 900615667 · Gtcr LLC PY 2023 · Money Purchase

Gtcr Retirement Plan · $38M · 62 · 82nd

  • SCH $38M
  • SCH 62
  • SCH 82nd
  • SCH Money Purchase
  • SCH near Pipe Fitters Local Union #211 Defined Contribution Retirement Plan
  • SCH ind #6495

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 →

Gtcr Retirement Plan in the asset neighbourhood

Gtcr Retirement Plan$38MPipe Fitters Local Union #211 Defined Contribution Retirement PlanPipe Fitters Local Union #21…$38MIBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityIBEW Local Nos 570 & 518 and…$38MFraunhofer USA, Inc. 401(a) DC PlanFraunhofer USA, Inc. 401(a) …$38MRowland Hall, Saint Mark's School 403(b) DC PlanRowland Hall, Saint Mark's S…$38M
End-of-year total assets ($M) among Gtcr Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$8M
Employer EIN900615667
Plan Effective Date1998-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Gtcr LLC)

Sponsor-wide plan assets over time

All Gtcr LLC plans reported in each filing year

Latest sponsor-wide plan assets
$101M 59.23586504874242% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $63.7M $101M ▲ +59.2%
Year Plans Participants Total Assets
2022 2 181 $64M
2023 2 218 $83M
2024 2 250 $101M

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Gtcr Retirement Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0200400600800 Total assets ($M) Participants Gtcr Retirement Plan, Total assets ($M): 38.416962 · Participants: 62Gtcr Retirement PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Gtcr Retirement Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Gtcr Retirement Plan side-by-side with 3 peers →

Gtcr Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Pipe Fitters Local Union #211 Defined Contribution Retirement Plan in TX ($38M); by covered participants it is Pvs Chemical Solutions Money Purchase Pension Plan in MI (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Gtcr Retirement Plan assets move in 2023? ▼
Gtcr Retirement Plan grew sharply - up 25.0% during 2023, from $31M to $38M. Reported net income was $8M.
How have Gtcr LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gtcr LLC's sponsor-wide assets grew 59.2%, from $64M to $101M.
Where does Gtcr Retirement Plan rank by assets among Form 5500 filers? ▼
Gtcr Retirement Plan ranks in the 82nd 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 Money Purchase plans are similar in size to Gtcr Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pipe Fitters Local Union #211 Defined Contribution Retirement Plan in TX ($38M, 3,726 participants).
Which Money Purchase plans cover a similar participant headcount to Gtcr Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pvs Chemical Solutions Money Purchase Pension Plan in MI (62 participants, $6M 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 900615667.

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.