401(k) · DOL Form 5500 · 2023

Western Asset Management Company, LLC 401(k) Plan

Data updated 2026-08-11

$338M
Total assets: 558
Participants: 96th
Percentile by assets: $604,868
Avg per participant

Official DOL plan name: The Western Asset Management 401(k) Plan · Sponsored by Western Asset Management Company, LLC · California · Finance & Insurance

$338M in assets, 558 participants

Western Asset Management Company, LLC's The Western Asset Management 401(k) Plan reported $338M in total assets and 558 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#8,348 in Finance & Insurance (8,869 peers)

Where The Western Asset Management 401(k) Plan sits by assets

The Western Asset Management 401(k) Plan sits in the top 5% of all filed plans by assets, $338M for 558 participants (~$604,868/participant), up 15.7% in 2023.

$338M
total plan assets (2023 EOY): 558
covered participants: 96th
percentile by assets (of 127,072 plans): $604,868
avg assets per participant

The Western Asset Management 401(k) Plan reported net income rose from -$72M in the plan year 2022 filing to $46M in the plan year 2023 filing.
The Western Asset Management 401(k) Plan end-of-year assets rose from $292M in the plan year 2022 filing to $338M in the plan year 2023 filing.
The Western Asset Management 401(k) Plan reported participants fell from 576 in the plan year 2022 filing to 558 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Finance & Insurance

The Western Asset Management 401(k) Plan vs the 2023 asset distribution

By assets, The Western Asset Management 401(k) Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$292M
Net Assets (End of Year)	$338M
Net Income	$46M
Employer EIN	952705767
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Western Asset Management Company, LLC)

Total plan assets by year, all Western Asset Management Company, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	576	$292M
2023	1	558	$338M
2024	1	498	$385M

Nearby 401(k) Plans in California

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

The Western Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare The Western Asset Management 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Western Asset Management 401(k) Plan by total assets, not by location.

Rev Group, Inc. 401(k) Retirement Plan (WI) $337M · 6,583
Retirement Savings Plan of Father Flanagan's Boys' Home (NE) $337M · 3,024
Cedar Fair Retirement Savings Plan (OH) $337M · 3,338
Dycom Industries, Inc. Retirement Savings Plan (FL) $338M · 15,249

Frequently Asked Questions

How did The Western Asset Management 401(k) Plan assets move in 2023? ▼

The Western Asset Management 401(k) Plan grew sharply - up 15.7% during 2023, from $292M to $338M. Reported net income was $46M.

How have Western Asset Management Company, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Western Asset Management Company, LLC's sponsor-wide assets grew 32.1%, from $292M to $385M.

Where does The Western Asset Management 401(k) Plan rank by assets among Form 5500 filers? ▼

The Western Asset Management 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to The Western Asset Management 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rev Group, Inc. 401(k) Retirement Plan in WI ($337M, 6,583 participants).

Next read for The Western Asset Management 401(k) Plan

Scale reading

Ways to act on The Western Asset Management 401(k) Plan's numbers.

By total assets, The Western Asset Management 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 California. Compare plans
Western Asset Management Company, LLC's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952705767.