401(k) · DOL Form 5500 · 2022

Bridgewater Associates, LP 401(k) Plan

Data updated 2026-08-25

$444M
Total assets Above avg plan size
1,226
Participants Near avg headcount
98th
Percentile by assets National rank
$362,161
Avg per participant High balance/head
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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.

  • #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.

#8,872
in Finance & Insurance (9,261 peers)
-12.0%
assets change YoY
4.5×
vs typical plan assets (national mean)

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's outsized position by total assets

Bridgewater Associates, LP 401(k) Plan vs every filed plan by assets

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

$444,008,929 Top 2% higher than 98% 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

Bridgewater Associates, LP 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bridgewater Associates, LP 401(k) Plan lands in the large band (1,226 participants).

EBSA filing schedule strip

Filing strip 271437501 · Bridgewater Associates, LP PY 2022 · 401(k)

Bridgewater Associates, LP 401(k) Plan · $444M · 1,226 · 98th

  • PHOTO $444M
  • IND 1,226
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Ams Osram Savings Plan
  • PCT ind #8872

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 Connecticut →

Bridgewater Associates, LP 401(k) Plan in the asset neighbourhood

Bridgewater Associates, LP 401(k) PlanBridgewater Associates, LP 4…$444MAms Osram Savings Plan$444MSkanska Retirement Plan Plus$444MTopbuild Corp. 401(k) Plan$444MCooper Tire & Rubber Company Spectrum Investment Savings PlanCooper Tire & Rubber Company…$444M
End-of-year total assets ($M) among Bridgewater Associates, LP 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)$504M
Net Assets (End of Year)$444M
Net Income-$60M
Employer EIN271437501
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bridgewater Associates, LP)

Sponsor-wide plan assets over time

All Bridgewater Associates, LP plans reported in each filing year

Latest sponsor-wide plan assets
$614M 38.25744797127717% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $444M $614M ▲ +38.3%
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 Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Bridgewater Associates, LP 401(k) Plan, Total assets ($B): 0.444008929 · Participants: 1226Bridgewater Associates, LP 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Bridgewater Associates, LP 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bridgewater Associates, LP 401(k) Plan side-by-side with 3 peers →

Bridgewater Associates, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ams Osram Savings Plan in NH ($444M); by covered participants it is Webco Industries, Inc. Employee Investment Plan in OK (1,226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($444M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,226 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 Bridgewater Associates, LP 401(k) Plan assets move in 2022? ▼
Bridgewater Associates, LP 401(k) Plan pulled back noticeably - down 12.0% during 2022, from $504M to $444M. Reported net income was -$60M.
How have Bridgewater Associates, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bridgewater Associates, LP's sponsor-wide assets grew 38.3%, from $444M to $614M.
Where does Bridgewater Associates, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Bridgewater Associates, LP 401(k) Plan ranks in the 98th 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 Bridgewater Associates, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ams Osram Savings Plan in NH ($444M, 998 participants).
Which 401(k) plans cover a similar participant headcount to Bridgewater Associates, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Webco Industries, Inc. Employee Investment Plan in OK (1,226 participants, $76M 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 271437501.

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.