401(k) · DOL Form 5500 · 2022
Bridgewater Associates, LP 401(k) Plan
Data updated 2026-08-11
- $444M
- Total assets
- 1,226
- Participants
- 98th
- Percentile by assets
- $362,161
- Avg per participant
Official DOL plan name: Bridgewater Associates, LP 401(k) Plan · Sponsored by Bridgewater Associates, LP · Connecticut · Finance & Insurance
$444M in assets, 1,226 participants
Bridgewater Associates, LP's Bridgewater Associates, LP 401(k) Plan reported $444M in total assets and 1,226 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,872 in Finance & Insurance (9,261 peers)
Where Bridgewater Associates, LP 401(k) Plan sits by assets
Bridgewater Associates, LP 401(k) Plan sits in the top 5% of all filed plans by assets, $444M for 1,226 participants (~$362,161/participant), down 12.0% in 2022.
- $444M
- total plan assets (2022 EOY)
- 1,226
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $362,161
- avg assets per participant
The plan reported a net loss of $60M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bridgewater Associates, LP 401(k) Plan vs the 2022 asset distribution
By assets, Bridgewater Associates, LP 401(k) Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $504M |
|---|---|
| Net Assets (End of Year) | $444M |
| Net Income | -$60M |
| Employer EIN | 271437501 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bridgewater Associates, LP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,226 | $444M |
| 2023 | 1 | 1,383 | $526M |
| 2024 | 1 | 1,251 | $614M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bridgewater Associates, LP 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bridgewater Associates, LP 401(k) Plan by total assets, not by location.
- Ams Osram Savings Plan (NH) $444M · 998
- Skanska Retirement Plan Plus (NY) $444M · 1,305
- Topbuild Corp. 401(k) Plan (FL) $444M · 10,941
- Cooper Tire & Rubber Company Spectrum Investment Savings Plan (OH) $444M · 2,876
Frequently Asked Questions
How did Bridgewater Associates, LP 401(k) Plan assets move in 2022? ▼
How have Bridgewater Associates, LP plan assets changed over time? ▼
Where does Bridgewater Associates, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bridgewater Associates, LP 401(k) Plan? ▼
Next read for Bridgewater Associates, LP 401(k) Plan
Scale reading
Ways to act on Bridgewater Associates, LP 401(k) Plan's numbers.
- By total assets, Bridgewater Associates, LP 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 Connecticut. Compare plans
- Bridgewater Associates, LP's sponsor-wide assets have grown 38.3% since 2022 across 3 plan years on file. More Finance & Insurance plans