401(k) · DOL Form 5500 · 2024

Gi Associates, LLC 401(k) Plan

Data updated 2026-08-11

$63M
Total assets: 309
Participants: 87th
Percentile by assets: $204,548
Avg per participant

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.

87th percentile by assets (of 123,622 plans)
#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.

$63M
total plan assets (2024 EOY): 309
covered participants: 87th
percentile by assets (of 123,622 plans): $204,548
avg assets per participant

Where Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis sits 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 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.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis vs the 2024 asset distribution

By assets, Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Gi Associates, LLC plans on file

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.

Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Compare Gi Associates, LLC 401(k) Profit Sharing… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis by total assets, not by location.

M3 Engineering & Technology 401(k) Profit Sharing Plan (AZ) $63M · 312
East Carolina Anesthesia Associates, PLLC 401(k) Profit Sharing Plan (NC) $63M · 190
Brady Services Holdings, Inc. (NC) $63M · 486
Khoros 401(k) Plan (TX) $63M · 469

Frequently Asked Questions

How did Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis assets move in 2024? ▼

Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis grew at a solid clip - up 8.5% during 2024, from $58M to $63M. Reported net income was $5M.

How have Gi Associates, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gi Associates, LLC's sponsor-wide assets grew 16.2%, from $71M to $82M.

Where does Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis rank by assets among Form 5500 filers? ▼

Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis? ▼

Among 401(k) plans in other states, the closest by assets is M3 Engineering & Technology 401(k) Profit Sharing Plan in AZ ($63M, 312 participants).

Next read for Gi Associates, LLC 401(k) Profit Sharing…

Scale reading

Ways to act on Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis's numbers.

By total assets, Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Gi Associates, LLC's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391994360.