401(k) · DOL Form 5500 · 2024

Gbt US LLC 401(k) Plan

Data updated 2026-08-25

$471M
Total assets Above avg plan size
5,127
Participants Above avg headcount
97th
Percentile by assets National rank
$91,808
Avg per participant Below avg balance/head
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Official DOL plan name: Gbt 401(k) Plan · Sponsored by Gbt US LLC · New York · Finance & Insurance

$471M in assets, 5,127 participants

Gbt US LLC's Gbt 401(k) Plan reported $471M in total assets and 5,127 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,104 in Finance & Insurance (8,549 peers)

Coverage in New York

Gbt 401(k) Plan covers 5,127 participants in New York, 6.4x the typical New York plan (state average ~798 per filing). Assets: $471M.

#8,104
in Finance & Insurance (8,549 peers)
+14.7%
assets growth YoY
4.7×
vs typical plan assets (national mean)

Gbt 401(k) Plan's outsized position by total assets

Gbt 401(k) Plan vs every filed plan by assets

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

$470,698,103 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Gbt 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gbt 401(k) Plan lands in the large band (5,127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gbt 401(k) Plan reported net income fell from $78M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Gbt 401(k) Plan end-of-year assets rose from $410M in the plan year 2023 filing to $471M in the plan year 2024 filing.
  • Gbt 401(k) Plan reported participants rose from 4,959 in the plan year 2023 filing to 5,127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 463619383 · Gbt US LLC PY 2024 · 401(k)

Gbt 401(k) Plan · $471M · 5,127 · 97th

  • SCH $471M
  • SCH 5,127
  • SCH 97th
  • SCH 401(k)
  • SCH near Sun Chemical 401 (K) Savings Plan
  • SCH ind #8104

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 New York →

Gbt 401(k) Plan in the asset neighbourhood

The Carlyle Group 401(k) Plan$471MSun Chemical 401 (K) Savings PlanSun Chemical 401 (K) Savings…$471MGbt 401(k) Plan$471MEverest Reinsurance Employee Savings PlanEverest Reinsurance Employee…$470MHuntington Ingalls Industries Financial Security and Savings ProgramHuntington Ingalls Industrie…$470M
End-of-year total assets ($M) among Gbt 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$410M
Net Assets (End of Year)$471M
Net Income$60M
Employer EIN463619383
Plan Effective Date2014-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gbt US LLC)

Sponsor-wide plan assets over time

All Gbt US LLC plans reported in each filing year

Latest sponsor-wide plan assets
$471M 41.48244362920865% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $333M $471M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 4,367 $333M
2023 1 4,959 $410M
2024 1 5,127 $471M

Nearby 401(k) Plans in New York

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

Gbt 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gbt 401(k) Plan, Total assets ($B): 0.470698103 · Participants: 5127Gbt 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Gbt 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gbt 401(k) Plan side-by-side with 3 peers →

Scale composition for Gbt 401(k) Plan

Gbt 401(k) Plan reports $471M in end-of-year assets across 5,127 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $91,808 per participant (66% of the national average assets-per-participant) . Net income for plan year 2024 was $60M.

This plan identity (EIN 463619383, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $333M to $471M (+41.5%) while covered participants moved from 4,367 to 5,127 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,367 $333M Open filing
2023 4,959 $410M Open filing
2024 · index core 5,127 $471M This page

Gbt 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sun Chemical 401 (K) Savings Plan in NJ ($471M); by covered participants it is Worthington Industries, Inc. Deferred Profit Sharing Plan in OH (5,126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($471M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,127 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gbt 401(k) Plan assets move in 2024? ▼
Gbt 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $410M to $471M. Reported net income was $60M.
How have Gbt US LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gbt US LLC's sponsor-wide assets grew 41.5%, from $333M to $471M.
Where does Gbt 401(k) Plan rank by assets among Form 5500 filers? ▼
Gbt 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Gbt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sun Chemical 401 (K) Savings Plan in NJ ($471M, 1,774 participants).
Which 401(k) plans cover a similar participant headcount to Gbt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Worthington Industries, Inc. Deferred Profit Sharing Plan in OH (5,126 participants, $435M in assets).

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 463619383.

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.