401(k) · DOL Form 5500 · 2022

Goldentree Asset Management, LP 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
216
Participants Below avg headcount
88th
Percentile by assets National rank
$241,428
Avg per participant Above avg balance/head
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Official DOL plan name: Goldentree Asset Management Retirement Plan · Sponsored by Goldentree Asset Management, LP · New York · Finance & Insurance

$52M in assets, 216 participants

Goldentree Asset Management, LP's Goldentree Asset Management Retirement Plan reported $52M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,521 in Finance & Insurance (9,261 peers)

Coverage in New York

Goldentree Asset Management Retirement Plan covers 216 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $52M.

#7,521
in Finance & Insurance (9,261 peers)
-15.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goldentree Asset Management Retirement Plan's outsized position by total assets

Goldentree Asset Management Retirement Plan vs every filed plan by assets

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

$52,148,503 Top 12% higher than 88% 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

Goldentree Asset Management Retirement 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. Goldentree Asset Management Retirement Plan sits mid-pack in the medium band (216 participants).

EBSA filing schedule strip

Filing strip 134118850 · Goldentree Asset Management, LP PY 2022 · 401(k)

Goldentree Asset Management Retirement Plan · $52M · 216 · 88th

  • RANK $52M
  • PHOTO 216
  • IND 88th
  • EOY 401(k)
  • 5500 near First Home Mortgage Corporation 401(k) Plan
  • ASSETS ind #7521

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 →

Goldentree Asset Management Retirement Plan in the asset neighbourhood

Gerdau Ameristeel US Savings PlanGerdau Ameristeel US Savings…$52MGoldentree Asset Management Retirement PlanGoldentree Asset Management …$52MFirst Home Mortgage Corporation 401(k) PlanFirst Home Mortgage Corporat…$52MMargaret a. Cargill Philanthropic Services, LLC 401(k)Margaret a. Cargill Philanth…$52MFastly, Inc. 401(k) Plan$52M
End-of-year total assets ($M) among Goldentree Asset Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$52M
Net Income-$10M
Employer EIN134118850
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldentree Asset Management, LP)

Sponsor-wide plan assets over time

All Goldentree Asset Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$75M 44.36724482771825% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $52.2M $75.3M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 216 $52M
2023 1 249 $62M
2024 1 265 $75M

Nearby 401(k) Plans in New York

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

Goldentree Asset Management Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Goldentree Asset Management Retirement Plan, Total assets ($B): 0.052148503 · Participants: 216Goldentree Asset Management Retirement 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
Goldentree Asset Management Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Goldentree Asset Management Retirement Plan side-by-side with 3 peers →

Goldentree Asset Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is First Home Mortgage Corporation 401(k) Plan in MD ($52M); by covered participants it is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Goldentree Asset Management Retirement Plan assets move in 2022? ▼
Goldentree Asset Management Retirement Plan declined sharply - down 15.8% during 2022, from $62M to $52M. Reported net income was -$10M.
How have Goldentree Asset Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldentree Asset Management, LP's sponsor-wide assets grew 44.4%, from $52M to $75M.
Where does Goldentree Asset Management Retirement Plan rank by assets among Form 5500 filers? ▼
Goldentree Asset Management Retirement Plan ranks in the 88th 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 Goldentree Asset Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Home Mortgage Corporation 401(k) Plan in MD ($52M, 585 participants).
Which 401(k) plans cover a similar participant headcount to Goldentree Asset Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 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 134118850.

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.