401(k) · DOL Form 5500 · 2023
Bridgewater Associates, LP 401(k) Plan
Data updated 2026-08-11
- $526M
- Total assets
- 1,383
- Participants
- 97th
- Percentile by assets
- $380,581
- Avg per participant
Official DOL plan name: Bridgewater Associates, LP 401(k) Plan · Sponsored by Bridgewater Associates, LP · Connecticut · Finance & Insurance
$526M in assets, 1,383 participants
Bridgewater Associates, LP's Bridgewater Associates, LP 401(k) Plan reported $526M in total assets and 1,383 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 127,072 plans)
- #8,483 in Finance & Insurance (8,869 peers)
Where Bridgewater Associates, LP 401(k) Plan sits by assets
Bridgewater Associates, LP 401(k) Plan sits in the top 5% of all filed plans by assets, $526M for 1,383 participants (~$380,581/participant), up 18.5% in 2023.
- $526M
- total plan assets (2023 EOY)
- 1,383
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $380,581
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bridgewater Associates, LP 401(k) Plan reported net income rose from -$60M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- Bridgewater Associates, LP 401(k) Plan end-of-year assets rose from $444M in the plan year 2022 filing to $526M in the plan year 2023 filing.
- Bridgewater Associates, LP 401(k) Plan reported participants rose from 1,226 in the plan year 2022 filing to 1,383 in the plan year 2023 filing.
Bridgewater Associates, LP 401(k) Plan vs the 2023 asset distribution
By assets, Bridgewater Associates, LP 401(k) Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $444M |
|---|---|
| Net Assets (End of Year) | $526M |
| Net Income | $82M |
| Employer EIN | 271437501 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bridgewater Associates, LP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,226 | $444M |
| 2023 | 1 | 1,383 | $526M |
| 2024 | 1 | 1,251 | $614M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bridgewater Associates, LP 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bridgewater Associates, LP 401(k) Plan by total assets, not by location.
- Kent Corporation Retirement Plan (IA) $526M · 1,768
- Hbc 401(k) Retirement Savings Plan (NY) $527M · 7,317
- Agc Southwest Chapters 401(k) Plan (TX) $527M · 13,784
- Albany Medical Center 403 (B) Plan (NY) $526M · 9,335
Frequently Asked Questions
How did Bridgewater Associates, LP 401(k) Plan assets move in 2023? ▼
How have Bridgewater Associates, LP plan assets changed over time? ▼
Where does Bridgewater Associates, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bridgewater Associates, LP 401(k) Plan? ▼
Next read for Bridgewater Associates, LP 401(k) Plan
Scale reading
Ways to act on Bridgewater Associates, LP 401(k) Plan's numbers.
- By total assets, Bridgewater Associates, LP 401(k) 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 Connecticut. Compare plans
- Bridgewater Associates, LP's sponsor-wide assets have grown 38.3% since 2022 across 3 plan years on file. More Finance & Insurance plans