401(k) · DOL Form 5500 · 2024

Bdt Capital Partners, LLC 401(k) Plan

Data updated 2026-08-11

$169M
Total assets
409
Participants
94th
Percentile by assets
$412,522
Avg per participant
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Official DOL plan name: Bdt & Msd Partners Retirement Savings Plan · Sponsored by Bdt Capital Partners, LLC · Illinois · Finance & Insurance

$169M in assets, 409 participants

Bdt Capital Partners, LLC's Bdt & Msd Partners Retirement Savings Plan reported $169M in total assets and 409 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)
  • #7,674 in Finance & Insurance (8,549 peers)

Where Bdt & Msd Partners Retirement Savings Plan sits by assets

Bdt & Msd Partners Retirement Savings Plan sits in the top 10% of all filed plans by assets, $169M for 409 participants (~$412,522/participant), up 21.4% in 2024.

$169M
total plan assets (2024 EOY)
409
covered participants
94th
percentile by assets (of 123,622 plans)
$412,522
avg assets per participant

Where Bdt & Msd Partners Retirement Savings Plan sits by total assets

Bdt & Msd Partners Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$168,721,548 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bdt & Msd Partners Retirement Savings Plan reported participants rose from 214 in the plan year 2023 filing to 409 in the plan year 2024 filing.
  • Bdt & Msd Partners Retirement Savings Plan end-of-year assets rose from $139M in the plan year 2023 filing to $169M in the plan year 2024 filing.
  • Bdt & Msd Partners Retirement Savings Plan reported net income rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Finance & Insurance

Bdt & Msd Partners Retirement Savings Plan vs the 2024 asset distribution

By assets, Bdt & Msd Partners Retirement Savings Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$169M
Net Income$30M
Employer EIN800395967
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bdt Capital Partners, LLC)

$0M$50M$100M$150M$200M 202220232024 $54.6M $169M ▲ +208.9%
Total plan assets by year, all Bdt Capital Partners, LLC plans on file
Year Plans Participants Total Assets
2022 1 194 $55M
2023 1 214 $139M
2024 1 409 $169M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bdt & Msd Partners Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Bdt & Msd Partners R…, Total assets ($B): 0.168721548 · Participants: 409Bdt & Msd Partners R…Accenture United Sta…, Total assets ($B): 21.302643276 · Participants: 66965Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Sa…United Airlines Pilo…, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilo…Abbott Laboratories …, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories …Walgreens Retirement…, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement…
Bdt & Msd Partners Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bdt & Msd Partners Retirement Savings Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bdt & Msd Partners Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Bdt & Msd Partners Retirement Savings Plan assets move in 2024? ▼
Bdt & Msd Partners Retirement Savings Plan grew sharply - up 21.4% during 2024, from $139M to $169M. Reported net income was $30M.
How have Bdt Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bdt Capital Partners, LLC's sponsor-wide assets grew 208.9%, from $55M to $169M.
Where does Bdt & Msd Partners Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bdt & Msd Partners Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bdt & Msd Partners Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brookline Bancorp 401(k) Plan in MA ($169M, 971 participants).

Next read for Bdt & Msd Partners Retirement Savings Pl…

Scale reading

Ways to act on Bdt & Msd Partners Retirement Savings Plan's numbers.

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 800395967.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.