401(k) · DOL Form 5500 · 2024

The Partners Group, Ltd 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
214
Participants Below avg headcount
80th
Percentile by assets National rank
$173,061
Avg per participant Above avg balance/head
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Official DOL plan name: The Partners Group, LLC 401(k) Profit Sharing Plan · Sponsored by The Partners Group, Ltd · Oregon · Finance & Insurance

$37M in assets, 214 participants

The Partners Group, Ltd's The Partners Group, LLC 401(k) Profit Sharing Plan reported $37M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,937 in Finance & Insurance (8,549 peers)

Coverage in Oregon

The Partners Group, LLC 401(k) Profit Sharing Plan covers 214 participants in Oregon, about 48% of the average Oregon filer (state average ~443 per filing). Assets: $37M.

#5,937
in Finance & Insurance (8,549 peers)
+18.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Partners Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

The Partners Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,035,016 Top 20% higher than 80% 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

The Partners Group, LLC 401(k) Profit Sharing 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. The Partners Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Partners Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • The Partners Group, LLC 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Partners Group, LLC 401(k) Profit Sharing Plan reported participants rose from 203 in the plan year 2023 filing to 214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 931300504 · The Partners Group, Ltd PY 2024 · 401(k)

The Partners Group, LLC 401(k) Profit Sharing Plan · $37M · 214 · 80th

  • EBSA $37M
  • EBSA 214
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Neal Communities 401(k) Plan
  • EBSA ind #5937

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 Oregon →

The Partners Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Partners Group, LLC 401(k) Profit Sharing PlanThe Partners Group, LLC 401(…$37MDelaware Elevator, Inc. Retirement PlanDelaware Elevator, Inc. Reti…$37MNeal Communities 401(k) Plan$37MGerald Auto Group 401(k) Plan & TrustGerald Auto Group 401(k) Pla…$37MPremier Automotive Retirement PlanPremier Automotive Retiremen…$37M
End-of-year total assets ($M) among The Partners Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN931300504
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Partners Group, Ltd)

Sponsor-wide plan assets over time

All The Partners Group, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$37M 49.05038625303268% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.9M $37M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 189 $25M
2023 1 203 $31M
2024 1 214 $37M

Nearby 401(k) Plans in Oregon

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

The Partners Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Partners Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.037035016 · Participants: 214The Partners Group, LLC 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
The Partners Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare The Partners Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Partners Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Neal Communities 401(k) Plan in FL ($37M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 The Partners Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
The Partners Group, LLC 401(k) Profit Sharing Plan grew sharply - up 18.7% during 2024, from $31M to $37M. Reported net income was $6M.
How have The Partners Group, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Partners Group, Ltd's sponsor-wide assets grew 49.1%, from $25M to $37M.
Where does The Partners Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Partners Group, LLC 401(k) Profit Sharing Plan ranks in the 80th 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 The Partners Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neal Communities 401(k) Plan in FL ($37M, 310 participants).
Which 401(k) plans cover a similar participant headcount to The Partners Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Health Services, Inc. 401(k) Plan in DC (214 participants, $322K 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 931300504.

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.