401(k) · DOL Form 5500 · 2022
Passport Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $440,081
- Avg per participant High balance/head
Official DOL plan name: Passport Management, LLC 401(k) Plan · Sponsored by Passport Capital, LLC · California · Finance & Insurance
$10M in assets, 22 participants
Passport Capital, LLC's Passport Management, LLC 401(k) Plan reported $10M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #4,409 in Finance & Insurance (9,261 peers)
2022 asset change
Passport Management, LLC 401(k) Plan pulled back noticeably 11.2% in 2022 ($11M → $10M) for 22 participants.
- #4,409
- in Finance & Insurance (9,261 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Passport Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Passport Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,681,780 Top 36% higher than 64% 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
Passport Management, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Passport Management, LLC 401(k) Plan is a small filing (22 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 943368567 · Passport Capital, LLC PY 2022 · 401(k)
Passport Management, LLC 401(k) Plan · $10M · 22 · 64th
- TYPE $10M
- TYPE 22
- TYPE 64th
- TYPE 401(k)
- TYPE near Norder Supply, Inc. 401(k) Profit-Sharing Plan
- TYPE ind #4409
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 →
Passport Management, LLC 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 943368567 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Passport Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Norder Supply, Inc. 401(k) Profit-Sharing Plan in NE ($10M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Bi-Lo Distributors, Ltd. 401(k) Plan (NY) 22 · 0 off
- Bei 401(k) Plan (ID) 22 · 0 off
- Mcworth Management Company (TN) 22 · 0 off
- Community State Bankshares, Inc. Employee Stock Ownership Plan (CO) 22 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.