401(k) · DOL Form 5500 · 2022

Coatue Management, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
160
Participants Small participant base
78th
Percentile by assets National rank
$134,138
Avg per participant Near avg balance/head
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Official DOL plan name: Coatue Management, LLC 401(k) Plan · Sponsored by Coatue Management, LLC · New York · Finance & Insurance

$21M in assets, 160 participants

Coatue Management, LLC's Coatue Management, LLC 401(k) Plan reported $21M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,041 in Finance & Insurance (9,261 peers)

Coverage in New York

Coatue Management, LLC 401(k) Plan covers 160 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $21M.

#6,041
in Finance & Insurance (9,261 peers)
-10.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coatue Management, LLC 401(k) Plan's outsized position by total assets

Coatue Management, LLC 401(k) Plan vs every filed plan by assets

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

$21,462,019 Top 22% higher than 78% 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

Coatue Management, LLC 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. Coatue Management, LLC 401(k) Plan sits mid-pack in the medium band (160 participants).

Published 5500 schedule card

Filing strip 134078032 · Coatue Management, LLC PY 2022 · 401(k)

Coatue Management, LLC 401(k) Plan · $21M · 160 · 78th

  • VS-ST $21M
  • BOY 160
  • SCH 78th
  • EBSA 401(k)
  • PART near Bpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing Plan
  • TYPE ind #6041

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 New York →

Coatue Management, LLC 401(k) Plan in the asset neighbourhood

Coatue Management, LLC 401(k) PlanCoatue Management, LLC 401(k…$21MBpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing PlanBpl Plasma, Inc. & Affiliate…$21MKern Oil & Refining Co. Profit Sharing PlanKern Oil & Refining Co. Prof…$21MReal Foundations, Inc. 401(k) PlanReal Foundations, Inc. 401(k…$21MCascade Dafo, Inc. 401(k) Profit Sharing PlanCascade Dafo, Inc. 401(k) Pr…$21M
End-of-year total assets ($M) among Coatue Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN134078032
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coatue Management, LLC)

Sponsor-wide plan assets over time

All Coatue Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 59.25714631041935% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $21.5M $34.2M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 160 $21M
2023 1 169 $28M
2024 1 189 $34M

Nearby 401(k) Plans in New York

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

Coatue Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Coatue Management, LLC 401(k) Plan, Total assets ($B): 0.021462019 · Participants: 160Coatue Management, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Coatue Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Coatue Management, LLC 401(k) Plan side-by-side with 3 peers →

Coatue Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing Plan in NJ ($21M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Coatue Management, LLC 401(k) Plan assets move in 2022? ▼
Coatue Management, LLC 401(k) Plan pulled back noticeably - down 10.9% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Coatue Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coatue Management, LLC's sponsor-wide assets grew 59.3%, from $21M to $34M.
Where does Coatue Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Coatue Management, LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Coatue Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing Plan in NJ ($21M, 795 participants).
Which 401(k) plans cover a similar participant headcount to Coatue Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 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 134078032.

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.