401(k) · DOL Form 5500 · 2024
Golub Capital LLC 401(k) Plan
Data updated 2026-08-11
- $193M
- Total assets
- 832
- Participants
- 94th
- Percentile by assets
- $232,509
- Avg per participant
Official DOL plan name: Golub Capital LLC 401(k) Plan · Sponsored by Golub Capital LLC · Illinois · Finance & Insurance
$193M in assets, 832 participants
Golub Capital LLC's Golub Capital LLC 401(k) Plan reported $193M in total assets and 832 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,755 in Finance & Insurance (8,549 peers)
Where Golub Capital LLC 401(k) Plan sits by assets
Golub Capital LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $193M for 832 participants (~$232,509/participant), up 31.2% in 2024.
- $193M
- total plan assets (2024 EOY)
- 832
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $232,509
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Golub Capital LLC 401(k) Plan end-of-year assets rose from $147M in the plan year 2023 filing to $193M in the plan year 2024 filing.
- Golub Capital LLC 401(k) Plan reported participants rose from 714 in the plan year 2023 filing to 832 in the plan year 2024 filing.
- Golub Capital LLC 401(k) Plan reported net income rose from $46M in the plan year 2023 filing to $46M in the plan year 2024 filing.
Golub Capital LLC 401(k) Plan vs the 2024 asset distribution
By assets, Golub Capital LLC 401(k) Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | $46M |
| Employer EIN | 205683269 |
| Plan Effective Date | 2001-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golub Capital LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 577 | $102M |
| 2023 | 1 | 714 | $147M |
| 2024 | 1 | 832 | $193M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Golub Capital LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Golub Capital LLC 401(k) Plan by total assets, not by location.
- Shipman & Goodwin LLP Profit Sharing Retirement Plan and Trust (CT) $193M · 228
- Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan (FL) $193M · 5,035
- Tawa Supermarket, Inc. 401(k) Plan (CA) $193M · 7,738
- Kodiak Bp 401(k) Plan (CO) $193M · 5,627
Frequently Asked Questions
How did Golub Capital LLC 401(k) Plan assets move in 2024? ▼
How have Golub Capital LLC plan assets changed over time? ▼
Where does Golub Capital LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Golub Capital LLC 401(k) Plan? ▼
Next read for Golub Capital LLC 401(k) Plan
Scale reading
Ways to act on Golub Capital LLC 401(k) Plan's numbers.
- By total assets, Golub Capital LLC 401(k) 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
- Golub Capital LLC's sponsor-wide assets have grown 90.3% since 2022 across 3 plan years on file. More Finance & Insurance plans