401(k) · DOL Form 5500 · 2023

Aqr Capital Management, LLC 401(k) Plan

Data updated 2026-08-11

$165M
Total assets
432
Participants
94th
Percentile by assets
$381,202
Avg per participant
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Official DOL plan name: Aqr Capital Management, LLC 401(k) Plan · Sponsored by Aqr Capital Management, LLC · Connecticut · Finance & Insurance

$165M in assets, 432 participants

Aqr Capital Management, LLC's Aqr Capital Management, LLC 401(k) Plan reported $165M in total assets and 432 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #8,026 in Finance & Insurance (8,869 peers)

Where Aqr Capital Management, LLC 401(k) Plan sits by assets

Aqr Capital Management, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $165M for 432 participants (~$381,202/participant), up 20.2% in 2023.

$165M
total plan assets (2023 EOY)
432
covered participants
94th
percentile by assets (of 127,072 plans)
$381,202
avg assets per participant

Where Aqr Capital Management, LLC 401(k) Plan sits by total assets

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

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

$164,679,285 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aqr Capital Management, LLC 401(k) Plan reported net income rose from -$24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Aqr Capital Management, LLC 401(k) Plan end-of-year assets rose from $137M in the plan year 2022 filing to $165M in the plan year 2023 filing.
  • Aqr Capital Management, LLC 401(k) Plan reported participants fell from 525 in the plan year 2022 filing to 432 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Finance & Insurance

Aqr Capital Management, LLC 401(k) Plan vs the 2023 asset distribution

By assets, Aqr Capital Management, LLC 401(k) Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$165M
Net Income$28M
Employer EIN133987414
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aqr Capital Management, LLC)

$120M$140M$160M$180M$200M 202220232024 $137M $191M ▲ +39.2%
Total plan assets by year, all Aqr Capital Management, LLC plans on file
Year Plans Participants Total Assets
2022 1 525 $137M
2023 1 432 $165M
2024 1 401 $191M

Nearby 401(k) Plans in Connecticut

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

Aqr Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aqr Capital Manageme…, Total assets ($B): 0.164679285 · Participants: 432Aqr Capital Manageme…Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savi…, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Sa…Eversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Aqr Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Aqr Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Aqr Capital Management, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Aqr Capital Management, LLC 401(k) Plan assets move in 2023? ▼
Aqr Capital Management, LLC 401(k) Plan grew sharply - up 20.2% during 2023, from $137M to $165M. Reported net income was $28M.
How have Aqr Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aqr Capital Management, LLC's sponsor-wide assets grew 39.2%, from $137M to $191M.
Where does Aqr Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Aqr Capital Management, LLC 401(k) Plan ranks in the 94th 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 Aqr Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Learfield Communications 401(k) Plan in MO ($165M, 2,284 participants).

Next read for Aqr Capital Management, LLC 401(k) Plan

Scale reading

Ways to act on Aqr Capital Management, LLC 401(k) Plan's numbers.

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 133987414.

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.