401(k) · DOL Form 5500 · 2022

Pinebridge Investments Holdings US LLC 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
259
Participants Below avg headcount
93rd
Percentile by assets National rank
$383,872
Avg per participant High balance/head
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Official DOL plan name: Pinebridge 401(k) Retirement Savings Plan · Sponsored by Pinebridge Investments Holdings US LLC · New York · Finance & Insurance

$99M in assets, 259 participants

Pinebridge Investments Holdings US LLC's Pinebridge 401(k) Retirement Savings Plan reported $99M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,175 in Finance & Insurance (9,261 peers)

Coverage in New York

Pinebridge 401(k) Retirement Savings Plan covers 259 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $99M.

#8,175
in Finance & Insurance (9,261 peers)
-15.3%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pinebridge 401(k) Retirement Savings Plan's outsized position by total assets

Pinebridge 401(k) Retirement Savings Plan vs every filed plan by assets

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

$99,422,742 Top 7% higher than 93% 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

Pinebridge 401(k) Retirement Savings 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. Pinebridge 401(k) Retirement Savings Plan sits mid-pack in the medium band (259 participants).

DOL schedule card

Filing strip 264672666 · Pinebridge Investments Holdings US LLC PY 2022 · 401(k)

Pinebridge 401(k) Retirement Savings Plan · $99M · 259 · 93rd

  • SCH $99M
  • EBSA 259
  • PART 93rd
  • TYPE 401(k)
  • NET near Robinson Helicopter Company 401(k) Retirement Plan
  • BOOK ind #8175

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 →

Pinebridge 401(k) Retirement Savings Plan in the asset neighbourhood

Atlas Steel Products Co. Employee Savings and Profit Sharing PlanAtlas Steel Products Co. Emp…$99MRobinson Helicopter Company 401(k) Retirement PlanRobinson Helicopter Company …$99MPinebridge 401(k) Retirement Savings PlanPinebridge 401(k) Retirement…$99MPyramid Advisors 401(k) Plan$99MGila River Gaming Enterprises, Inc. 401(k) Plan and TrustGila River Gaming Enterprise…$99M
End-of-year total assets ($M) among Pinebridge 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$99M
Net Income-$18M
Employer EIN264672666
Plan Effective Date2010-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinebridge Investments Holdings US LLC)

Sponsor-wide plan assets over time

All Pinebridge Investments Holdings US LLC plans reported in each filing year

Latest sponsor-wide plan assets
$145M 46.29425227479644% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $99.4M $145M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 259 $99M
2023 1 258 $121M
2024 1 255 $145M

Nearby 401(k) Plans in New York

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

Pinebridge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pinebridge 401(k) Retirement Savings Plan, Total assets ($B): 0.099422742 · Participants: 259Pinebridge 401(k) Retirement Savings 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
Pinebridge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pinebridge 401(k) Retirement Savings Plan side-by-side with 3 peers →

Pinebridge 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Robinson Helicopter Company 401(k) Retirement Plan in CA ($99M); by covered participants it is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Pinebridge 401(k) Retirement Savings Plan assets move in 2022? ▼
Pinebridge 401(k) Retirement Savings Plan declined sharply - down 15.3% during 2022, from $117M to $99M. Reported net income was -$18M.
How have Pinebridge Investments Holdings US LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinebridge Investments Holdings US LLC's sponsor-wide assets grew 46.3%, from $99M to $145M.
Where does Pinebridge 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Pinebridge 401(k) Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pinebridge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robinson Helicopter Company 401(k) Retirement Plan in CA ($99M, 1,025 participants).
Which 401(k) plans cover a similar participant headcount to Pinebridge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 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 264672666.

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.