Defined Benefit (Pension) · DOL Form 5500 · 2024
G.I. Associates, LLC Pension Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $62,021
- Avg per participant Low balance/head
Official DOL plan name: G.I. Associates, LLC Defined Benefit Pension Plan and Trust · Sponsored by G.I. Associates, LLC · Wisconsin · Healthcare & Social Assistance
$19M in assets, 303 participants
G.I. Associates, LLC's G.I. Associates, LLC Defined Benefit Pension Plan and Trust reported $19M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,485 in Healthcare & Social Assistance (16,916 peers)
G.I. Associates, LLC multi-year trail
G.I. Associates, LLC's plans moved +16.2% in assets from 2022 to 2024; this filing shows G.I. Associates, LLC Defined Benefit Pension Plan and Trust at $19M / 303 participants.
- #12,485
- in Healthcare & Social Assistance (16,916 peers)
- +10.2%
- assets growth YoY
G.I. Associates, LLC Defined Benefit Pension Plan and Trust's outsized position by total assets
G.I. Associates, LLC Defined Benefit Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,792,339 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
G.I. Associates, LLC Defined Benefit Pension Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G.I. Associates, LLC Defined Benefit Pension Plan and Trust sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- G.I. Associates, LLC Defined Benefit Pension Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- G.I. Associates, LLC Defined Benefit Pension Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- G.I. Associates, LLC Defined Benefit Pension Plan and Trust reported participants rose from 288 in the plan year 2023 filing to 303 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391994360 · G.I. Associates, LLC PY 2024 · Defined Benefit (Pension)
G.I. Associates, LLC Defined Benefit Pension Plan and Trust · $19M · 303 · 69th
- BOY $19M
- BOY 303
- BOY 69th
- BOY Defined Benefit (Pension)
- BOY near Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico
- BOY ind #12485
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
G.I. Associates, LLC Defined Benefit Pension Plan and Trust in the asset neighbourhood
G.I. Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All G.I. Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 16.168495078778548% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 582 | $71M |
| 2023 | 2 | 578 | $75M |
| 2024 | 2 | 612 | $82M |
G.I. Associates, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 391994360 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
G.I. Associates, LLC Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico in PR ($19M); by covered participants it is Munich Reinsurance America, Inc. Pension Plan in NJ (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.
- Munich Reinsurance America, Inc. Pension Plan (NJ) 303 · 0 off
- Hyundai Motor America Pension Plan (CA) 303 · 0 off
- Mechanical Contractors Ua Local 119 Pension Plan (AL) 303 · 0 off
- Waterbury Hospital Cash Balance Retirement Plan (CT) 303 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.