Money Purchase · DOL Form 5500 · 2024
Gtcr LLC Money Purchase Plan
Data updated 2026-08-11
- $45M
- Total assets
- 60
- Participants
- 83rd
- Percentile by assets
- $757,523
- Avg per participant
Official DOL plan name: Gtcr Retirement Plan · Sponsored by Gtcr LLC · Illinois · Finance & Insurance
$45M in assets, 60 participants
Gtcr LLC's Gtcr Retirement Plan reported $45M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 123,622 plans)
- #6,307 in Finance & Insurance (8,549 peers)
Where Gtcr Retirement Plan sits by assets
Gtcr Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 60 participants (~$757,523/participant), up 18.3% in 2024.
- $45M
- total plan assets (2024 EOY)
- 60
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $757,523
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gtcr Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Gtcr Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Gtcr Retirement Plan reported participants fell from 62 in the plan year 2023 filing to 60 in the plan year 2024 filing.
Gtcr Retirement Plan vs the 2024 asset distribution
By assets, Gtcr Retirement Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $7M |
| Employer EIN | 900615667 |
| Plan Effective Date | 1998-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gtcr LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 181 | $64M |
| 2023 | 2 | 218 | $83M |
| 2024 | 2 | 250 | $101M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Gtcr Retirement Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
- Retirement Plan for Employees of Fermi Research Alliance, LLC $796M · 1,782
- NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
- NECA-IBEW Local 364 Defined Contribution Plan $489M · 944
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
- Sheet Metal Workers Local 219 Retirement Savings Fund $210M · 936
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Gtcr Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Gtcr Retirement Plan assets move in 2024? ▼
How have Gtcr LLC plan assets changed over time? ▼
Where does Gtcr Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Gtcr Retirement Plan? ▼
Next read for Gtcr Retirement Plan
Scale reading
Ways to act on Gtcr Retirement Plan's numbers.
- By total assets, Gtcr Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Gtcr LLC's sponsor-wide assets have grown 59.2% since 2022 across 3 plan years on file. More Finance & Insurance plans