401(k) · DOL Form 5500 · 2023

Western Asset Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$338M
Total assets Above avg plan size
558
Participants Below avg headcount
96th
Percentile by assets National rank
$604,868
Avg per participant High balance/head
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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.

  • #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.

#8,348
in Finance & Insurance (8,869 peers)
+15.7%
assets growth YoY
3.4×
vs typical plan assets (national mean)

The Western Asset Management 401(k) Plan's outsized position by total assets

The Western Asset Management 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$337,516,273 Top 4% higher than 96% of 127,068 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 2023

The Western Asset Management 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Western Asset Management 401(k) Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 952705767 · Western Asset Management Company, LLC PY 2023 · 401(k)

The Western Asset Management 401(k) Plan · $338M · 558 · 96th

  • BOY $338M
  • SCH 558
  • EBSA 96th
  • PART 401(k)
  • TYPE near Rev Group, Inc. 401(k) Retirement Plan
  • NET ind #8348

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 California →

The Western Asset Management 401(k) Plan in the asset neighbourhood

Dycom Industries, Inc. Retirement Savings PlanDycom Industries, Inc. Retir…$338MThe Western Asset Management 401(k) PlanThe Western Asset Management…$338MRev Group, Inc. 401(k) Retirement PlanRev Group, Inc. 401(k) Retir…$337MRetirement Savings Plan of Father Flanagan's Boys' HomeRetirement Savings Plan of F…$337MCedar Fair Retirement Savings PlanCedar Fair Retirement Saving…$337M
End-of-year total assets ($M) among The Western Asset Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$292M
Net Assets (End of Year)$338M
Net Income$46M
Employer EIN952705767
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Asset Management Company, LLC)

Sponsor-wide plan assets over time

All Western Asset Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$385M 32.069730437484594% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $292M $385M ▲ +32.1%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Western Asset Management 401(k) Plan, Total assets ($B): 0.337516273 · Participants: 558The Western Asset Management 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Western Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Western Asset Management 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Rev Group, Inc. 401(k) Retirement Plan in WI ($337M); by covered participants it is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($338M here).

Similar participant headcount

Nearest other-state filings by covered participants (558 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to The Western Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants, $38M in assets).

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.

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.