401(k) · DOL Form 5500 · 2022
Western Asset Management Company, LLC 401(k) Plan
Data updated 2026-08-11
- $292M
- Total assets
- 576
- Participants
- 97th
- Percentile by assets
- $506,342
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $292M
- total plan assets (2022 EOY)
- 576
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $506,342
- avg assets per participant
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.
Where The Western Asset Management 401(k) Plan sits 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
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 vs the 2022 asset distribution
By assets, The Western Asset Management 401(k) Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $363M |
|---|---|
| Net Assets (End of Year) | $292M |
| Net Income | -$72M |
| Employer EIN | 952705767 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Asset Management Company, LLC)
| 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
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Western Asset Management 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did The Western Asset Management 401(k) Plan assets move in 2022? ▼
How have Western Asset Management Company, LLC plan assets changed over time? ▼
Where does The Western Asset Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Western Asset Management 401(k) Plan? ▼
Next read for The Western Asset Management 401(k) Plan
Scale reading
Ways to act on The Western Asset Management 401(k) Plan's numbers.
- By total assets, The Western Asset Management 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Western Asset Management Company, LLC's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Finance & Insurance plans