401(k) · DOL Form 5500 · 2023
Bdt Capital Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 214
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $649,667
- Avg per participant High balance/head
Official DOL plan name: Bdt & Msd Partners Retirement Savings Plan · Sponsored by Bdt Capital Partners, LLC · Illinois · Finance & Insurance
$139M in assets, 214 participants
Bdt Capital Partners, LLC's Bdt & Msd Partners Retirement Savings Plan reported $139M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,918 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Bdt & Msd Partners Retirement Savings Plan covers 214 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $139M.
- #7,918
- in Finance & Insurance (8,869 peers)
- +154.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Bdt & Msd Partners Retirement Savings Plan's outsized position by total assets
Bdt & Msd Partners Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$139,028,693 Top 7% higher than 93% 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
Bdt & Msd Partners Retirement Savings 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. Bdt & Msd Partners Retirement Savings Plan sits mid-pack in the medium band (214 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bdt & Msd Partners Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Bdt & Msd Partners Retirement Savings Plan end-of-year assets rose from $55M in the plan year 2022 filing to $139M in the plan year 2023 filing.
- Bdt & Msd Partners Retirement Savings Plan reported participants rose from 194 in the plan year 2022 filing to 214 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 800395967 · Bdt Capital Partners, LLC PY 2023 · 401(k)
Bdt & Msd Partners Retirement Savings Plan · $139M · 214 · 93rd
- 5500 $139M
- 5500 214
- 5500 93rd
- 5500 401(k)
- 5500 near Cyberark Software, Inc. 401(k) Plan
- 5500 ind #7918
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 →
Bdt & Msd Partners Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $28M |
| Employer EIN | 800395967 |
| Plan Effective Date | 2009-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bdt Capital Partners, LLC)
Sponsor-wide plan assets over time
All Bdt Capital Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 208.89862648658388% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $55M |
| 2023 | 1 | 214 | $139M |
| 2024 | 1 | 409 | $169M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Bdt & Msd Partners Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Cyberark Software, Inc. 401(k) Plan in MA ($139M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- Cyberark Software, Inc. 401(k) Plan (MA) $139M · 920
- Lvmh Affiliates' 401(k) Plan, Wines & Spirits (NY) $139M · 653
- The Pdc Energy, Inc. 401(k) & Profit Sharing Plan (CO) $139M · 613
- Rockline Industries, Inc. Retirement Savings Plan (WI) $139M · 2,214
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
- Schoeneck Containers, Inc. 401(k) Plan (WI) 214 · 0 off
- Noel Group Retirement Savings Plan (NC) 214 · 0 off
- Ireland Home-Based Services, LLC 401(k) Plan (IN) 214 · 0 off
- Cec 401(k) Retirement Plan (OH) 214 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.