401(k) · DOL Form 5500 · 2023

Aqr Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$165M
Total assets Near avg plan size
432
Participants Below avg headcount
94th
Percentile by assets National rank
$381,202
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,026
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Aqr Capital Management, LLC 401(k) Plan's outsized position 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 $2,050,000,000 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

Aqr Capital 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. Aqr Capital Management, LLC 401(k) Plan sits mid-pack in the medium band (432 participants).

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 →

Published 5500 schedule card

Filing strip 133987414 · Aqr Capital Management, LLC PY 2023 · 401(k)

Aqr Capital Management, LLC 401(k) Plan · $165M · 432 · 94th

  • EOY $165M
  • 5500 432
  • ASSETS 94th
  • PCT 401(k)
  • EIN near Learfield Communications 401(k) Plan
  • RANK ind #8026

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 →

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

Learfield Communications 401(k) PlanLearfield Communications 401…$165MAqr Capital Management, LLC 401(k) PlanAqr Capital Management, LLC …$165MDiscount Drug Mart, Inc. 401(k) Profit Sharing PlanDiscount Drug Mart, Inc. 401…$165MSuperior Plus Energy Services, Inc. 401(k) Retirement PlanSuperior Plus Energy Service…$165MStar Tribune 401(k) Retirement Savings PlanStar Tribune 401(k) Retireme…$165M
End-of-year total assets ($M) among Aqr Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Aqr Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$191M 39.182962944093994% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $137M $191M ▲ +39.2%
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 ($B) Participants Aqr Capital Management, LLC 401(k) Plan, Total assets ($B): 0.164679285 · Participants: 432Aqr Capital Management, LLC 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
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 →

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

Outside Connecticut, the nearest 401(k) by assets is Learfield Communications 401(k) Plan in MO ($165M); by covered participants it is The Farmers & Merchants State Bank 401(k) Profit Sharing Plan in OH (432 participants). Same-state nearby plans are listed separately above.

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 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).
Which 401(k) plans cover a similar participant headcount to Aqr Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Farmers & Merchants State Bank 401(k) Profit Sharing Plan in OH (432 participants, $39M 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 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.