401(k) · DOL Form 5500 · 2023

Paulson & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
30
Participants Small participant base
81st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Paulson & Co., Inc. 401(k) Plan · Sponsored by Paulson & Co., Inc. · New York · Finance & Insurance

$34M in assets, 30 participants

Paulson & Co., Inc.'s Paulson & Co., Inc. 401(k) Plan reported $34M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,311 in Finance & Insurance (8,869 peers)

Where Paulson & Co., Inc. 401(k) Plan sits by assets

Paulson & Co., Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 30 participants (~$1.1M/participant), up 17.5% in 2023.

#6,311
in Finance & Insurance (8,869 peers)
+17.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Paulson & Co., Inc. 401(k) Plan's outsized position by total assets

Paulson & Co., Inc. 401(k) Plan vs every filed plan by assets

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

$34,352,341 Top 19% higher than 81% 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

Paulson & Co., Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paulson & Co., Inc. 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paulson & Co., Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Paulson & Co., Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Paulson & Co., Inc. 401(k) Plan reported participants fell from 32 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133796759 · Paulson & Co., Inc. PY 2023 · 401(k)

Paulson & Co., Inc. 401(k) Plan · $34M · 30 · 81st

  • EBSA $34M
  • EBSA 30
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan
  • EBSA ind #6311

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 →

Paulson & Co., Inc. 401(k) Plan in the asset neighbourhood

Directors Guild of America, Inc. Employees' Savings and Investment PlanDirectors Guild of America, …$34MPaulson & Co., Inc. 401(k) PlanPaulson & Co., Inc. 401(k) P…$34MGerald Metals LLC & Subsidiaries 401(k) Profit Sharing PlanGerald Metals LLC & Subsidia…$34MValley Pacific Petroleum Services Inc. 401(k) PlanValley Pacific Petroleum Ser…$34MAdvocare International, LLC 401(k) PlanAdvocare International, LLC …$34M
End-of-year total assets ($M) among Paulson & Co., Inc. 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)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN133796759
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paulson & Co., Inc.)

Sponsor-wide plan assets over time

All Paulson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 38.353664533402934% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $40.4M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 32 $29M
2023 1 30 $34M
2024 1 30 $40M

Nearby 401(k) Plans in New York

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

Paulson & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Paulson & Co., Inc. 401(k) Plan, Total assets ($B): 0.034352341 · Participants: 30Paulson & Co., Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Paulson & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Paulson & Co., Inc. 401(k) Plan side-by-side with 3 peers →

Paulson & Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan in CT ($34M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Paulson & Co., Inc. 401(k) Plan assets move in 2023? ▼
Paulson & Co., Inc. 401(k) Plan grew sharply - up 17.5% during 2023, from $29M to $34M. Reported net income was $5M.
How have Paulson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paulson & Co., Inc.'s sponsor-wide assets grew 38.4%, from $29M to $40M.
Where does Paulson & Co., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Paulson & Co., Inc. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Paulson & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gerald Metals LLC & Subsidiaries 401(k) Profit Sharing Plan in CT ($34M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Paulson & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 133796759.

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.