401(k) · DOL Form 5500 · 2024

Thoma Bravo, L.P. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
172
Participants Small participant base
82nd
Percentile by assets National rank
$236,612
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Thoma Bravo 401(k) Plan · Sponsored by Thoma Bravo, L.P. · Illinois · Administrative & Support Services

$41M in assets, 172 participants

Thoma Bravo, L.P.'s Thoma Bravo 401(k) Plan reported $41M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #3,959 in Administrative & Support Services (4,368 peers)

Coverage in Illinois

Thoma Bravo 401(k) Plan covers 172 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $41M.

#3,959
in Administrative & Support Services (4,368 peers)
+31.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Thoma Bravo 401(k) Plan vs every filed plan by assets

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

$40,697,219 Top 18% higher than 82% 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

Thoma Bravo 401(k) 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. Thoma Bravo 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thoma Bravo 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Thoma Bravo 401(k) Plan reported participants rose from 138 in the plan year 2023 filing to 172 in the plan year 2024 filing.
  • Thoma Bravo 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261416963 · Thoma Bravo, L.P. PY 2024 · 401(k)

Thoma Bravo 401(k) Plan · $41M · 172 · 82nd

  • BOY $41M
  • SCH 172
  • EBSA 82nd
  • PART 401(k)
  • TYPE near Procentrix Retirement Trust
  • NET ind #3959

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 Administrative & Support Services retirement plans → · Plans in Illinois →

Thoma Bravo 401(k) Plan in the asset neighbourhood

Thoma Bravo 401(k) Plan$41MProcentrix Retirement Trust$41MGreen Street Advisors Retirement Savings PlanGreen Street Advisors Retire…$41MAspen Aerogels, Inc. 401(k) PlanAspen Aerogels, Inc. 401(k) …$41MJm Search & Company, Inc. 401(k) Profit Sharing PlanJm Search & Company, Inc. 40…$41M
End-of-year total assets ($M) among Thoma Bravo 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$41M
Net Income$10M
Employer EIN261416963
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thoma Bravo, L.P.)

Sponsor-wide plan assets over time

All Thoma Bravo, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 85.36964184775603% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22M $40.7M ▲ +85.4%
Year Plans Participants Total Assets
2022 1 109 $22M
2023 1 138 $31M
2024 1 172 $41M

Nearby 401(k) Plans in Illinois

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

Thoma Bravo 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Thoma Bravo 401(k) Plan, Total assets ($B): 0.040697219 · Participants: 172Thoma Bravo 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Thoma Bravo 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Thoma Bravo 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Procentrix Retirement Trust in VA ($41M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Thoma Bravo 401(k) Plan assets move in 2024? ▼
Thoma Bravo 401(k) Plan surged - up 31.7% during 2024, from $31M to $41M. Reported net income was $10M.
How have Thoma Bravo, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thoma Bravo, L.P.'s sponsor-wide assets grew 85.4%, from $22M to $41M.
Where does Thoma Bravo 401(k) Plan rank by assets among Form 5500 filers? ▼
Thoma Bravo 401(k) Plan ranks in the 82nd 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 Thoma Bravo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Procentrix Retirement Trust in VA ($41M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Thoma Bravo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K 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 261416963.

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.