401(k) · DOL Form 5500 · 2023

Jennison Associates LLC 401(k) Plan

Data updated 2026-08-25

$437M
Total assets Above avg plan size
403
Participants Below avg headcount
97th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jennison Associates Savings Plan · Sponsored by Jennison Associates LLC · New York · Finance & Insurance

$437M in assets, 403 participants

Jennison Associates LLC's Jennison Associates Savings Plan reported $437M in total assets and 403 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,432 in Finance & Insurance (8,869 peers)

Where Jennison Associates Savings Plan sits by assets

Jennison Associates Savings Plan sits in the top 5% of all filed plans by assets, $437M for 403 participants (~$1.1M/participant), up 21.9% in 2023.

#8,432
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Jennison Associates Savings Plan's outsized position by total assets

Jennison Associates Savings Plan vs every filed plan by assets

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

$437,244,677 Top 3% higher than 97% 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

Jennison Associates Savings 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. Jennison Associates Savings Plan sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jennison Associates Savings Plan reported net income rose from -$91M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Jennison Associates Savings Plan end-of-year assets rose from $359M in the plan year 2022 filing to $437M in the plan year 2023 filing.
  • Jennison Associates Savings Plan reported participants rose from 377 in the plan year 2022 filing to 403 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 522069785 · Jennison Associates LLC PY 2023 · 401(k)

Jennison Associates Savings Plan · $437M · 403 · 97th

  • EBSA $437M
  • PART 403
  • TYPE 97th
  • NET 401(k)
  • BOOK near Rithm Capital Family of Companies 401(k) Plan
  • VS-ST ind #8432

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 →

Jennison Associates Savings Plan in the asset neighbourhood

Bcbsnd and Noridian Healthcare Solutions 401(k) PlanBcbsnd and Noridian Healthca…$437MTetra Pak Retirement Savings PlanTetra Pak Retirement Savings…$437MRithm Capital Family of Companies 401(k) PlanRithm Capital Family of Comp…$437MJennison Associates Savings PlanJennison Associates Savings …$437MLincare Employees' 401(k) PlanLincare Employees' 401(k) Pl…$437M
End-of-year total assets ($M) among Jennison Associates Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$359M
Net Assets (End of Year)$437M
Net Income$78M
Employer EIN522069785
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jennison Associates LLC)

Sponsor-wide plan assets over time

All Jennison Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$486M 35.41527351838734% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $359M $486M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 377 $359M
2023 1 403 $437M
2024 1 407 $486M

Nearby 401(k) Plans in New York

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

Jennison Associates Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jennison Associates Savings Plan, Total assets ($B): 0.437244677 · Participants: 403Jennison Associates Savings 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
Jennison Associates Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jennison Associates Savings Plan side-by-side with 3 peers →

Jennison Associates Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rithm Capital Family of Companies 401(k) Plan in TX ($437M); by covered participants it is Sargent Corporation 401(k) Retirement Plan in ME (403 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($437M here).

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Jennison Associates Savings Plan assets move in 2023? ▼
Jennison Associates Savings Plan grew sharply - up 21.9% during 2023, from $359M to $437M. Reported net income was $78M.
How have Jennison Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jennison Associates LLC's sponsor-wide assets grew 35.4%, from $359M to $486M.
Where does Jennison Associates Savings Plan rank by assets among Form 5500 filers? ▼
Jennison Associates Savings Plan ranks in the 97th 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 Jennison Associates Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rithm Capital Family of Companies 401(k) Plan in TX ($437M, 5,874 participants).
Which 401(k) plans cover a similar participant headcount to Jennison Associates Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sargent Corporation 401(k) Retirement Plan in ME (403 participants, $66M 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 522069785.

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.