401(k) · DOL Form 5500 · 2023
Jennison Associates LLC 401(k) Plan
Data updated 2026-08-06
- $437M
- Total assets
- 403
- Participants
- 97th
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 97th percentile by assets (of 126,618 plans)
- #8,415 in Finance & Insurance (8,852 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.
- $437M
- total plan assets (2023 EOY)
- 403
- covered participants
- 97th
- percentile by assets (of 126,618 plans)
- $1.1M
- avg assets per participant
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.
Jennison Associates Savings Plan vs the 2023 asset distribution
By assets, Jennison Associates Savings Plan outranks 97% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $359M |
|---|---|
| Net Assets (End of Year) | $437M |
| Net Income | $78M |
| Employer EIN | 522069785 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jennison Associates LLC)
| 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jennison Associates Savings Plan by total assets, not by location.
- Rithm Capital Family of Companies 401(k) Plan (TX) $437M · 5,874
- Bcbsnd and Noridian Healthcare Solutions 401(k) Plan (ND) $437M · 2,863
- Tetra Pak Retirement Savings Plan (IL) $437M · 1,522
- Lincare Employees' 401(k) Plan (FL) $437M · 9,875
Frequently Asked Questions
How did Jennison Associates Savings Plan assets move in 2023? ▼
How have Jennison Associates LLC plan assets changed over time? ▼
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Next read for Jennison Associates Savings Plan
Scale reading
Ways to act on Jennison Associates Savings Plan's numbers.
- By total assets, Jennison Associates Savings 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 New York. Compare plans
- Jennison Associates LLC's sponsor-wide assets have grown 35.4% since 2022 across 3 plan years on file. More Finance & Insurance plans