401(k) · DOL Form 5500 · 2023

Viking Global Investors LP 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
273
Participants Below avg headcount
91st
Percentile by assets National rank
$360,524
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Viking Global Investors LP 401(k) Plan · Sponsored by Viking Global Investors LP · Connecticut · Finance & Insurance

$98M in assets, 273 participants

Viking Global Investors LP's Viking Global Investors LP 401(k) Plan reported $98M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,662 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Viking Global Investors LP 401(k) Plan covers 273 participants in Connecticut, about 38% of the average Connecticut filer (state average ~718 per filing). Assets: $98M.

#7,662
in Finance & Insurance (8,869 peers)
+30.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Viking Global Investors LP 401(k) Plan's outsized position by total assets

Viking Global Investors LP 401(k) Plan vs every filed plan by assets

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

$98,423,142 Top 9% higher than 91% 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

Viking Global Investors LP 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. Viking Global Investors LP 401(k) Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Viking Global Investors LP 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Viking Global Investors LP 401(k) Plan end-of-year assets rose from $76M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Viking Global Investors LP 401(k) Plan reported participants rose from 234 in the plan year 2022 filing to 273 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134055118 · Viking Global Investors LP PY 2023 · 401(k)

Viking Global Investors LP 401(k) Plan · $98M · 273 · 91st

  • EBSA $98M
  • PART 273
  • TYPE 91st
  • NET 401(k)
  • BOOK near Cirque Du Soleil 401(k) Retirement Plan
  • VS-ST ind #7662

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 Connecticut →

Viking Global Investors LP 401(k) Plan in the asset neighbourhood

Libbey Retirement Savings PlanLibbey Retirement Savings Pl…$98MViking Global Investors LP 401(k) PlanViking Global Investors LP 4…$98MCirque Du Soleil 401(k) Retirement PlanCirque Du Soleil 401(k) Reti…$98MStitch Fix, Inc. 401(k) Savings PlanStitch Fix, Inc. 401(k) Savi…$98MNerdwallet, Inc. 401(k) Profit Sharing Plan and TrustNerdwallet, Inc. 401(k) Prof…$98M
End-of-year total assets ($M) among Viking Global Investors LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$98M
Net Income$23M
Employer EIN134055118
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Viking Global Investors LP)

Sponsor-wide plan assets over time

All Viking Global Investors LP plans reported in each filing year

Latest sponsor-wide plan assets
$124M 63.89418861091888% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $75.6M $124M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 234 $76M
2023 1 273 $98M
2024 1 271 $124M

Nearby 401(k) Plans in Connecticut

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

Viking Global Investors LP 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Viking Global Investors LP 401(k) Plan, Total assets ($B): 0.098423142 · Participants: 273Viking Global Investors LP 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Viking Global Investors LP 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Viking Global Investors LP 401(k) Plan side-by-side with 3 peers →

Viking Global Investors LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Cirque Du Soleil 401(k) Retirement Plan in ($98M); by covered participants it is Rx Savings Solutions 401(k) Plan in KS (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Viking Global Investors LP 401(k) Plan assets move in 2023? ▼
Viking Global Investors LP 401(k) Plan surged - up 30.2% during 2023, from $76M to $98M. Reported net income was $23M.
How have Viking Global Investors LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Viking Global Investors LP's sponsor-wide assets grew 63.9%, from $76M to $124M.
Where does Viking Global Investors LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Viking Global Investors LP 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Viking Global Investors LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cirque Du Soleil 401(k) Retirement Plan in ($98M, 2,249 participants).
Which 401(k) plans cover a similar participant headcount to Viking Global Investors LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rx Savings Solutions 401(k) Plan in KS (273 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 134055118.

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.