401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$143M
Total assets: 500
Participants: 93rd
Percentile by assets: $285,311
Avg per participant

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.

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

$143M
total plan assets (2023 EOY): 500
covered participants: 93rd
percentile by assets (of 127,072 plans): $285,311
avg assets per participant

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 →

State

Illinois

Industry

Finance & Insurance

Grosvenor Capital Management, L.P. 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Grosvenor Capital Management, L.P. 401(k) Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$112M
Net Assets (End of Year)	$143M
Net Income	$31M
Employer EIN	363795985
Plan Effective Date	1993-06-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Grosvenor Capital Management, L.P. plans on file

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

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

Compare Grosvenor Capital Management, L.P. 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Grosvenor Capital Management, L.P. 401(k) Retirement Plan by total assets, not by location.

Trace 3 401(k) Plan (CA) $143M · 1,245
Argos USA Retirement Savings Plan (GA) $143M · 1,980
Foundation Risk Partners 401(k) Plan (FL) $143M · 1,901
Georg Fischer Savings Tax-Advantaged Retirement Plan (CA) $143M · 1,271

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).

Next read for Grosvenor Capital Management, L.P. 401(k…

Scale reading

Ways to act on Grosvenor Capital Management, L.P. 401(k) Retirement Plan's numbers.

By total assets, Grosvenor Capital Management, L.P. 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Grosvenor Capital Management, L.P.'s sponsor-wide assets have grown 55.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.