401(k) · DOL Form 5500 · 2023

Bridgewater Associates, LP 401(k) Plan

Data updated 2026-08-25

$526M
Total assets Above avg plan size
1,383
Participants Near avg headcount
97th
Percentile by assets National rank
$380,581
Avg per participant High balance/head
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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.

  • #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.

#8,483
in Finance & Insurance (8,869 peers)
+18.5%
assets growth YoY
5.3×
vs typical plan assets (national mean)

Bridgewater Associates, LP 401(k) Plan's outsized position by total assets

Bridgewater Associates, LP 401(k) Plan vs every filed plan by assets

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

$526,342,945 Top 3% higher than 97% 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

Bridgewater Associates, LP 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bridgewater Associates, LP 401(k) Plan lands in the large band (1,383 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271437501 · Bridgewater Associates, LP PY 2023 · 401(k)

Bridgewater Associates, LP 401(k) Plan · $526M · 1,383 · 97th

  • VS-ST $526M
  • VS-ST 1,383
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Kent Corporation Retirement Plan
  • VS-ST ind #8483

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 →

Bridgewater Associates, LP 401(k) Plan in the asset neighbourhood

Agc Southwest Chapters 401(k) PlanAgc Southwest Chapters 401(k…$527MHbc 401(k) Retirement Savings PlanHbc 401(k) Retirement Saving…$527MKent Corporation Retirement PlanKent Corporation Retirement …$526MBridgewater Associates, LP 401(k) PlanBridgewater Associates, LP 4…$526MAlbany Medical Center 403 (B) PlanAlbany Medical Center 403 (B…$526M
End-of-year total assets ($M) among Bridgewater Associates, LP 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)$444M
Net Assets (End of Year)$526M
Net Income$82M
Employer EIN271437501
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bridgewater Associates, LP)

Sponsor-wide plan assets over time

All Bridgewater Associates, LP plans reported in each filing year

Latest sponsor-wide plan assets
$614M 38.25744797127717% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $444M $614M ▲ +38.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bridgewater Associates, LP 401(k) Plan, Total assets ($B): 0.526342945 · Participants: 1383Bridgewater Associates, 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
Bridgewater Associates, LP 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bridgewater Associates, LP 401(k) Plan side-by-side with 3 peers →

Bridgewater Associates, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Kent Corporation Retirement Plan in IA ($526M); by covered participants it is L & F Distributors 401(k) Plan in TX (1,383 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($526M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,383 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 Bridgewater Associates, LP 401(k) Plan assets move in 2023? ▼
Bridgewater Associates, LP 401(k) Plan grew sharply - up 18.5% during 2023, from $444M to $526M. Reported net income was $82M.
How have Bridgewater Associates, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bridgewater Associates, LP's sponsor-wide assets grew 38.3%, from $444M to $614M.
Where does Bridgewater Associates, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Bridgewater Associates, LP 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bridgewater Associates, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kent Corporation Retirement Plan in IA ($526M, 1,768 participants).
Which 401(k) plans cover a similar participant headcount to Bridgewater Associates, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L & F Distributors 401(k) Plan in TX (1,383 participants, $28M 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 271437501.

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.