Defined Benefit (Pension) · DOL Form 5500 · 2024

Gastrointestinal Associates, S.C. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 125
Participants Small participant base: 36th
Percentile by assets National rank: $28,466
Avg per participant Low balance/head

Official DOL plan name: Gastrointestinal Associates, S.C. Cash Balance Plan · Sponsored by Gastrointestinal Associates, S.C. · Wisconsin · Healthcare & Social Assistance

$4M in assets, 125 participants

Gastrointestinal Associates, S.C.'s Gastrointestinal Associates, S.C. Cash Balance Plan reported $4M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

#6,349 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Gastrointestinal Associates, S.C. Cash Balance Plan covers 125 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#6,349
in Healthcare & Social Assistance (16,916 peers): +52.0%
assets growth YoY

Gastrointestinal Associates, S.C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Gastrointestinal Associates, S.C. Cash Balance Plan vs every filed plan by assets

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

$3,558,218 36th percentile higher than 36% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Gastrointestinal Associates, S.C. Cash Balance 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. Gastrointestinal Associates, S.C. Cash Balance Plan sits mid-pack in the medium band (125 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 391735324 · Gastrointestinal Associates, S.C. PY 2024 · Defined Benefit (Pension)

Gastrointestinal Associates, S.C. Cash Balance Plan · $4M · 125 · 36th

IND $4M
IND 125
IND 36th
IND Defined Benefit (Pension)
IND near Local 2066 Pension Fund
IND ind #6349

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Gastrointestinal Associates, S.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	391735324
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Gastrointestinal Associates, S.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
Harley-Davidson Retirement Plan $1.9B · 1,414
North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105

Compare Gastrointestinal Associates, S.C. Cash Balance Plan side-by-side with 3 peers →

Gastrointestinal Associates, S.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Local 2066 Pension Fund in NJ ($4M); by covered participants it is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Local 2066 Pension Fund (NJ) $4M · N/A
Memorial Foundation for Jewish Culture, Inc. Defined Benefit Pension Plan (NY) $4M · N/A
The Steel Improvement Boilermakers & Blacksmiths Pension Plan (OH) $4M · 76
Westcoast Precision, Inc Defined Benefit Plan (CA) $4M · 19

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

Clark Equipment Company Retirement Plan (Plan 50) (ND) 125 · 0 off
Taylor Morrison Cash Balance Pension Plan (AZ) 125 · 0 off
Sba Cash Balance Pension Plan for Bank of Botetourt (VA) 125 · 0 off
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan (NY) 125 · 0 off

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 Gastrointestinal Associates, S.C. Cash Balance Plan assets move in 2024? ▼

Gastrointestinal Associates, S.C. Cash Balance Plan surged - up 52.0% during 2024, from $2M to $4M. Reported net income was $1M.

Which Defined Benefit (Pension) plans are similar in size to Gastrointestinal Associates, S.C. Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 2066 Pension Fund in NJ ($4M, N/A participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Gastrointestinal Associates, S.C. Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants, $101M 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 391735324.