401(k) · DOL Form 5500 · 2024

Great Point Partners LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
31
Participants Small participant base
78th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Great Point Partners LLC Incentive Savings Trust · Sponsored by Great Point Partners LLC · Connecticut · Finance & Insurance

$32M in assets, 31 participants

Great Point Partners LLC's Great Point Partners LLC Incentive Savings Trust reported $32M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,674 in Finance & Insurance (8,549 peers)

Where Great Point Partners LLC Incentive Savings Trust sits by assets

Great Point Partners LLC Incentive Savings Trust sits in the top quartile of all filed plans by assets, $32M for 31 participants (~$1.0M/participant), down 15.9% in 2024.

#5,674
in Finance & Insurance (8,549 peers)
-15.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Great Point Partners LLC Incentive Savings Trust's outsized position by total assets

Great Point Partners LLC Incentive Savings Trust vs every filed plan by assets

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

$32,455,195 Top 22% higher than 78% 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

Great Point Partners LLC Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Great Point Partners LLC Incentive Savings Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Great Point Partners LLC Incentive Savings Trust reported net income fell from $7M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
  • Great Point Partners LLC Incentive Savings Trust end-of-year assets fell from $39M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Great Point Partners LLC Incentive Savings Trust reported participants rose from 28 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 371475292 · Great Point Partners LLC PY 2024 · 401(k)

Great Point Partners LLC Incentive Savings Trust · $32M · 31 · 78th

  • PHOTO $32M
  • PHOTO 31
  • PHOTO 78th
  • PHOTO 401(k)
  • PHOTO near Keystone Anesthesia Consultants Ltd Profit Sharing Plan
  • PHOTO ind #5674

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 Connecticut →

Great Point Partners LLC Incentive Savings Trust in the asset neighbourhood

Great Point Partners LLC Incentive Savings TrustGreat Point Partners LLC Inc…$32MKeystone Anesthesia Consultants Ltd Profit Sharing PlanKeystone Anesthesia Consulta…$32MAmerican Hospitality Associations 401(k) PlanAmerican Hospitality Associa…$32MGoodville Mutual Casualty Company Profit Sharing & Saving PlanGoodville Mutual Casualty Co…$32MGreenlight 401(k) Plan$32M
End-of-year total assets ($M) among Great Point Partners LLC Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN371475292
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Point Partners LLC)

Sponsor-wide plan assets over time

All Great Point Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 2.495438656682735% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.7M $32.5M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 31 $32M
2023 1 28 $39M
2024 1 31 $32M

Nearby 401(k) Plans in Connecticut

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

Great Point Partners LLC Incentive Savings Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Great Point Partners LLC Incentive Savings Trust, Total assets ($B): 0.032455195 · Participants: 31Great Point Partners LLC Incentive Savings TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Great Point Partners LLC Incentive Savings Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Great Point Partners LLC Incentive Savings Trust side-by-side with 3 peers →

Great Point Partners LLC Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Keystone Anesthesia Consultants Ltd Profit Sharing Plan in PA ($32M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Great Point Partners LLC Incentive Savings Trust assets move in 2024? ▼
Great Point Partners LLC Incentive Savings Trust declined sharply - down 15.9% during 2024, from $39M to $32M. Reported net income was -$6M.
How have Great Point Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Point Partners LLC's sponsor-wide assets grew 2.5%, from $32M to $32M.
Where does Great Point Partners LLC Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Great Point Partners LLC Incentive Savings Trust ranks in the 78th 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 Great Point Partners LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Keystone Anesthesia Consultants Ltd Profit Sharing Plan in PA ($32M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Great Point Partners LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants, $5M 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 371475292.

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.