401(k) · DOL Form 5500 · 2022

Western Asset Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$292M
Total assets Near avg plan size
576
Participants Below avg headcount
97th
Percentile by assets National rank
$506,342
Avg per participant High balance/head
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Official DOL plan name: The Western Asset Management 401(k) Plan · Sponsored by Western Asset Management Company, LLC · California · Finance & Insurance

$292M in assets, 576 participants

Western Asset Management Company, LLC's The Western Asset Management 401(k) Plan reported $292M in total assets and 576 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,730 in Finance & Insurance (9,261 peers)

Where The Western Asset Management 401(k) Plan sits by assets

The Western Asset Management 401(k) Plan sits in the top 5% of all filed plans by assets, $292M for 576 participants (~$506,342/participant), down 19.7% in 2022.

#8,730
in Finance & Insurance (9,261 peers)
-19.7%
assets change YoY
2.9×
vs typical plan assets (national mean)

The plan reported a net loss of $72M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Western Asset Management 401(k) Plan's outsized position by total assets

The Western Asset Management 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$291,653,125 Top 3% higher than 97% of 139,123 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 2022

The Western Asset Management 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Western Asset Management 401(k) Plan sits mid-pack in the medium band (576 participants).

EBSA filing schedule strip

Filing strip 952705767 · Western Asset Management Company, LLC PY 2022 · 401(k)

The Western Asset Management 401(k) Plan · $292M · 576 · 97th

  • PCT $292M
  • EIN 576
  • RANK 97th
  • PHOTO 401(k)
  • IND near Pro Unlimited Global Solutions, Inc. and Subsidiaries 401(k) Employee
  • EOY ind #8730

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 California →

The Western Asset Management 401(k) Plan in the asset neighbourhood

Pro Unlimited Global Solutions, Inc. and Subsidiaries 401(k) EmployeePro Unlimited Global Solutio…$292MThe Western Asset Management 401(k) PlanThe Western Asset Management…$292MRussell Reynolds Associates Retirement Savings PlanRussell Reynolds Associates …$292MThe Polyclinic a P.C. 401(k) Profit Sharing PlanThe Polyclinic a P.C. 401(k)…$292MCgb Enterprises, Inc. 401(k) Retirement Savings PlanCgb Enterprises, Inc. 401(k)…$291M
End-of-year total assets ($M) among The Western Asset Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$363M
Net Assets (End of Year)$292M
Net Income-$72M
Employer EIN952705767
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Asset Management Company, LLC)

Sponsor-wide plan assets over time

All Western Asset Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$385M 32.069730437484594% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $292M $385M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 576 $292M
2023 1 558 $338M
2024 1 498 $385M

Nearby 401(k) Plans in California

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

The Western Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Western Asset Management 401(k) Plan, Total assets ($B): 0.291653125 · Participants: 576The Western Asset Management 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Western Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Western Asset Management 401(k) Plan side-by-side with 3 peers →

The Western Asset Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pro Unlimited Global Solutions, Inc. and Subsidiaries 401(k) Employee in NY ($292M); by covered participants it is Regents Park, Inc. 401(k) Plan in FL (576 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (576 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Western Asset Management 401(k) Plan assets move in 2022? ▼
The Western Asset Management 401(k) Plan declined sharply - down 19.7% during 2022, from $363M to $292M. Reported net income was -$72M.
How have Western Asset Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Asset Management Company, LLC's sponsor-wide assets grew 32.1%, from $292M to $385M.
Where does The Western Asset Management 401(k) Plan rank by assets among Form 5500 filers? ▼
The Western Asset Management 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Western Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pro Unlimited Global Solutions, Inc. and Subsidiaries 401(k) Employee in NY ($292M, 19,516 participants).
Which 401(k) plans cover a similar participant headcount to The Western Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Regents Park, Inc. 401(k) Plan in FL (576 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952705767.

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.