401(k) · DOL Form 5500 · 2024
Bdt Capital Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $169M
- Total assets Near avg plan size
- 409
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $412,522
- Avg per participant High balance/head
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.
- #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.
- #7,674
- in Finance & Insurance (8,549 peers)
- +21.4%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Bdt & Msd Partners Retirement Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bdt & Msd Partners Retirement Savings Plan 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. Bdt & Msd Partners Retirement Savings Plan sits mid-pack in the medium band (409 participants).
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.
Published 5500 schedule card
Filing strip 800395967 · Bdt Capital Partners, LLC PY 2024 · 401(k)
Bdt & Msd Partners Retirement Savings Plan · $169M · 409 · 94th
- IND $169M
- IND 409
- IND 94th
- IND 401(k)
- IND near Brookline Bancorp 401(k) Plan
- IND ind #7674
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 Finance & Insurance retirement plans → · Plans in Illinois →
Bdt & Msd Partners Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | $30M |
| Employer EIN | 800395967 |
| Plan Effective Date | 2009-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bdt Capital Partners, LLC)
Sponsor-wide plan assets over time
All Bdt Capital Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 208.89862648658388% vs 2022
- 2024 filing year
| 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.
- 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
Bdt & Msd Partners Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Brookline Bancorp 401(k) Plan in MA ($169M); by covered participants it is Satco, Inc. 401(k) Retirement Plan in CA (409 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($169M here).
- Brookline Bancorp 401(k) Plan (MA) $169M · 971
- Voya 401(k) Plan for Vriac Agents (CT) $169M · 256
- Servicetitan 401(k) Plan (CA) $169M · 2,135
- California Times 401(k) Plan (CA) $169M · 930
Similar participant headcount
Nearest other-state filings by covered participants (409 participants); asset peers above are excluded.
- Satco, Inc. 401(k) Retirement Plan (CA) 409 · 0 off
- Location Services 401(k) Plan (IN) 409 · 0 off
- Sweet Companies' Retirement Plan (MI) 409 · 0 off
- H.R. Options, Inc. 401(k) Plan (CA) 409 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.