401(k) · DOL Form 5500 · 2024
Gi Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 309
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $204,548
- Avg per participant Above avg balance/head
Official DOL plan name: Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis · Sponsored by Gi Associates, LLC · Wisconsin · Healthcare & Social Assistance
$63M in assets, 309 participants
Gi Associates, LLC's Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis reported $63M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #14,983 in Healthcare & Social Assistance (16,916 peers)
Where Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits by assets
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits in the top quartile of all filed plans by assets, $63M for 309 participants (~$204,548/participant), up 8.5% in 2024.
- #14,983
- in Healthcare & Social Assistance (16,916 peers)
- +8.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis's outsized position by total assets
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,205,213 Top 13% higher than 87% 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
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis 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. Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis end-of-year assets rose from $58M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis reported participants rose from 290 in the plan year 2023 filing to 309 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391994360 · Gi Associates, LLC PY 2024 · 401(k)
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis · $63M · 309 · 87th
- EIN $63M
- RANK 309
- PHOTO 87th
- IND 401(k)
- EOY near M3 Engineering & Technology 401(k) Profit Sharing Plan
- 5500 ind #14983
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 →
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $5M |
| Employer EIN | 391994360 |
| Plan Effective Date | 2015-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gi Associates, LLC)
Sponsor-wide plan assets over time
All Gi 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 |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is M3 Engineering & Technology 401(k) Profit Sharing Plan in AZ ($63M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- Forddirect Retirement Savings Plan (MI) 309 · 0 off
- Bueno Foods 401(k) Plan (NM) 309 · 0 off
- Bank of Ann Arbor Employees 401(k) Profit Sharing Plan (MI) 309 · 0 off
- Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan (IA) 309 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.