401(k) · DOL Form 5500 · 2022
Pinebridge Investments Holdings US LLC 401(k) Plan
Data updated 2026-08-11
- $99M
- Total assets
- 259
- Participants
- 93rd
- Percentile by assets
- $383,872
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $99M
- total plan assets (2022 EOY)
- 259
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $383,872
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Pinebridge 401(k) Retirement Savings Plan reports 259 participants - about 32% of that state average ($99M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | -$18M |
| Employer EIN | 264672666 |
| Plan Effective Date | 2010-03-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pinebridge Investments Holdings US LLC)
| 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
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pinebridge 401(k) Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Pinebridge 401(k) Retirement Savings Plan assets move in 2022? ▼
How have Pinebridge Investments Holdings US LLC plan assets changed over time? ▼
Where does Pinebridge 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Pinebridge 401(k) Retirement Savings Plan? ▼
Next read for Pinebridge 401(k) Retirement Savings Pla…
Filing takeaways
Ways to act on Pinebridge 401(k) Retirement Savings Plan's numbers.
- By total assets, Pinebridge 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Pinebridge Investments Holdings US LLC's sponsor-wide assets have grown 46.3% since 2022 across 3 plan years on file. More Finance & Insurance plans