401(k) · DOL Form 5500 · 2023

Grosvenor Capital Management, L.P. 401(k) Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
500
Participants Below avg headcount
93rd
Percentile by assets National rank
$285,311
Avg per participant High balance/head
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Official DOL plan name: Grosvenor Capital Management, L.P. 401(k) Retirement Plan · Sponsored by Grosvenor Capital Management, L.P. · Illinois · Finance & Insurance

$143M in assets, 500 participants

Grosvenor Capital Management, L.P.'s Grosvenor Capital Management, L.P. 401(k) Retirement Plan reported $143M in total assets and 500 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.

  • #7,934 in Finance & Insurance (8,869 peers)

Where Grosvenor Capital Management, L.P. 401(k) Retirement Plan sits by assets

Grosvenor Capital Management, L.P. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $143M for 500 participants (~$285,311/participant), up 27.5% in 2023.

#7,934
in Finance & Insurance (8,869 peers)
+27.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Grosvenor Capital Management, L.P. 401(k) Retirement Plan's outsized position by total assets

Grosvenor Capital Management, L.P. 401(k) Retirement Plan vs every filed plan by assets

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

$142,655,427 Top 7% higher than 93% 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

Grosvenor Capital Management, L.P. 401(k) Retirement 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. Grosvenor Capital Management, L.P. 401(k) Retirement Plan sits mid-pack in the medium band (500 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grosvenor Capital Management, L.P. 401(k) Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Grosvenor Capital Management, L.P. 401(k) Retirement Plan end-of-year assets rose from $112M in the plan year 2022 filing to $143M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363795985 · Grosvenor Capital Management, L.P. PY 2023 · 401(k)

Grosvenor Capital Management, L.P. 401(k) Retirement Plan · $143M · 500 · 93rd

  • SCH $143M
  • SCH 500
  • SCH 93rd
  • SCH 401(k)
  • SCH near Trace 3 401(k) Plan
  • SCH ind #7934

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 →

Grosvenor Capital Management, L.P. 401(k) Retirement Plan in the asset neighbourhood

Foundation Risk Partners 401(k) PlanFoundation Risk Partners 401…$143MGrosvenor Capital Management, L.P. 401(k) Retirement PlanGrosvenor Capital Management…$143MTrace 3 401(k) Plan$143MArgos USA Retirement Savings PlanArgos USA Retirement Savings…$143MGeorg Fischer Savings Tax-Advantaged Retirement PlanGeorg Fischer Savings Tax-Ad…$143M
End-of-year total assets ($M) among Grosvenor Capital Management, L.P. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$143M
Net Income$31M
Employer EIN363795985
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grosvenor Capital Management, L.P.)

Sponsor-wide plan assets over time

All Grosvenor Capital Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$173M 55.04358837294966% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $112M $173M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 499 $112M
2023 1 500 $143M
2024 1 509 $173M

Nearby 401(k) Plans in Illinois

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

Grosvenor Capital Management, L.P. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Grosvenor Capital Management, L.P. 401(k) Retirement Plan, Total assets ($B): 0.142655427 · Participants: 500Grosvenor Capital Management, L.P. 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Grosvenor Capital Management, L.P. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Grosvenor Capital Management, L.P. 401(k) Retirement Plan side-by-side with 3 peers →

Grosvenor Capital Management, L.P. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Trace 3 401(k) Plan in CA ($143M); by covered participants it is Harsco Corporation Savings Plan in PA (500 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($143M here).

Similar participant headcount

Nearest other-state filings by covered participants (500 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 Grosvenor Capital Management, L.P. 401(k) Retirement Plan assets move in 2023? ▼
Grosvenor Capital Management, L.P. 401(k) Retirement Plan grew sharply - up 27.5% during 2023, from $112M to $143M. Reported net income was $31M.
How have Grosvenor Capital Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grosvenor Capital Management, L.P.'s sponsor-wide assets grew 55.0%, from $112M to $173M.
Where does Grosvenor Capital Management, L.P. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Grosvenor Capital Management, L.P. 401(k) Retirement 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 Grosvenor Capital Management, L.P. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trace 3 401(k) Plan in CA ($143M, 1,245 participants).
Which 401(k) plans cover a similar participant headcount to Grosvenor Capital Management, L.P. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harsco Corporation Savings Plan in PA (500 participants, $43M 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 363795985.

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.