401(k) · DOL Form 5500 · 2023

Coatue Management, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
169
Participants Small participant base
78th
Percentile by assets National rank
$166,598
Avg per participant Above avg balance/head
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Official DOL plan name: Coatue Management, LLC 401(k) Plan · Sponsored by Coatue Management, LLC · New York · Finance & Insurance

$28M in assets, 169 participants

Coatue Management, LLC's Coatue Management, LLC 401(k) Plan reported $28M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,925 in Finance & Insurance (8,869 peers)

Coverage in New York

Coatue Management, LLC 401(k) Plan covers 169 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $28M.

#5,925
in Finance & Insurance (8,869 peers)
+31.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Coatue Management, LLC 401(k) Plan's outsized position by total assets

Coatue Management, LLC 401(k) Plan vs every filed plan by assets

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

$28,155,054 Top 22% higher than 78% 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

Coatue Management, LLC 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. Coatue Management, LLC 401(k) Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coatue Management, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Coatue Management, LLC 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Coatue Management, LLC 401(k) Plan reported participants rose from 160 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134078032 · Coatue Management, LLC PY 2023 · 401(k)

Coatue Management, LLC 401(k) Plan · $28M · 169 · 78th

  • ASSETS $28M
  • PCT 169
  • EIN 78th
  • RANK 401(k)
  • PHOTO near Michigan Glass and Glazing Industry Defined Contribution Plan
  • IND ind #5925

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 →

Coatue Management, LLC 401(k) Plan in the asset neighbourhood

Coatue Management, LLC 401(k) PlanCoatue Management, LLC 401(k…$28MMichigan Glass and Glazing Industry Defined Contribution PlanMichigan Glass and Glazing I…$28MMattoon Precision Mfg., Inc. Ps 401(k) PlanMattoon Precision Mfg., Inc.…$28MRugby 401(k) Plan$28MEndpoint Clinical, Inc. 401(k) PlanEndpoint Clinical, Inc. 401(…$28M
End-of-year total assets ($M) among Coatue Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$28M
Net Income$7M
Employer EIN134078032
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coatue Management, LLC)

Sponsor-wide plan assets over time

All Coatue Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 59.25714631041935% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $21.5M $34.2M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 160 $21M
2023 1 169 $28M
2024 1 189 $34M

Nearby 401(k) Plans in New York

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

Coatue Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Coatue Management, LLC 401(k) Plan, Total assets ($B): 0.028155054 · Participants: 169Coatue Management, LLC 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
Coatue Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Coatue Management, LLC 401(k) Plan side-by-side with 3 peers →

Coatue Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Michigan Glass and Glazing Industry Defined Contribution Plan in MI ($28M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Coatue Management, LLC 401(k) Plan assets move in 2023? ▼
Coatue Management, LLC 401(k) Plan surged - up 31.2% during 2023, from $21M to $28M. Reported net income was $7M.
How have Coatue Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coatue Management, LLC's sponsor-wide assets grew 59.3%, from $21M to $34M.
Where does Coatue Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Coatue Management, LLC 401(k) Plan ranks in the 78th 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 Coatue Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michigan Glass and Glazing Industry Defined Contribution Plan in MI ($28M, 662 participants).
Which 401(k) plans cover a similar participant headcount to Coatue Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants, N/A 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 134078032.

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.