401(k) · DOL Form 5500 · 2023

Bdt Capital Partners, LLC 401(k) Plan

Data updated 2026-08-11

$139M
Total assets
214
Participants
93rd
Percentile by assets
$649,667
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$139M
total plan assets (2023 EOY)
214
covered participants
93rd
percentile by assets (of 127,072 plans)
$649,667
avg assets per participant

Where Bdt & Msd Partners Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Bdt & Msd Partners Retirement Savings Plan reports 214 participants - about 27% of that state average ($139M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$139M
Net Income$28M
Employer EIN800395967
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bdt Capital Partners, LLC)

$0M$50M$100M$150M$200M 202220232024 $54.6M $169M ▲ +208.9%
Total plan assets by year, all Bdt Capital Partners, LLC plans on file
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.

Bdt & Msd Partners Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bdt & Msd Partners R…, Total assets ($B): 0.139028693 · Participants: 214Bdt & Msd Partners R…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Bdt & Msd Partners Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bdt & Msd Partners Retirement Savings Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bdt & Msd Partners Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Bdt & Msd Partners Retirement Savings Plan assets move in 2023? ▼
Bdt & Msd Partners Retirement Savings Plan surged - up 154.5% during 2023, from $55M to $139M. Reported net income was $28M.
How have Bdt Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bdt Capital Partners, LLC's sponsor-wide assets grew 208.9%, from $55M to $169M.
Where does Bdt & Msd Partners Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bdt & Msd Partners Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bdt & Msd Partners Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cyberark Software, Inc. 401(k) Plan in MA ($139M, 920 participants).

Next read for Bdt & Msd Partners Retirement Savings Pl…

Filing takeaways

Ways to act on Bdt & Msd Partners Retirement Savings Plan's numbers.

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 800395967.

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.