401(k) · DOL Form 5500 · 2023

Goldentree Asset Management, LP 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
249
Participants Below avg headcount
88th
Percentile by assets National rank
$249,079
Avg per participant Above avg balance/head
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Official DOL plan name: Goldentree Asset Management Retirement Plan · Sponsored by Goldentree Asset Management, LP · New York · Finance & Insurance

$62M in assets, 249 participants

Goldentree Asset Management, LP's Goldentree Asset Management Retirement Plan reported $62M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,175 in Finance & Insurance (8,869 peers)

Coverage in New York

Goldentree Asset Management Retirement Plan covers 249 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $62M.

#7,175
in Finance & Insurance (8,869 peers)
+18.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Goldentree Asset Management Retirement Plan's outsized position by total assets

Goldentree Asset Management Retirement Plan vs every filed plan by assets

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

$62,020,728 Top 12% higher than 88% 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

Goldentree Asset Management Retirement 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. Goldentree Asset Management Retirement Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldentree Asset Management Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Goldentree Asset Management Retirement Plan end-of-year assets rose from $52M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Goldentree Asset Management Retirement Plan reported participants rose from 216 in the plan year 2022 filing to 249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134118850 · Goldentree Asset Management, LP PY 2023 · 401(k)

Goldentree Asset Management Retirement Plan · $62M · 249 · 88th

  • NET $62M
  • NET 249
  • NET 88th
  • NET 401(k)
  • NET near Tista Science and Technology Corporation 401(k)
  • NET ind #7175

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 New York →

Goldentree Asset Management Retirement Plan in the asset neighbourhood

Goldentree Asset Management Retirement PlanGoldentree Asset Management …$62MTista Science and Technology Corporation 401(k)Tista Science and Technology…$62MAbc Technologies 401(k) Plan$62MFindlay Management Group 401(k) Profit Sharing Plan and TrustFindlay Management Group 401…$62MThe Randall Group, Inc. Retirement PlanThe Randall Group, Inc. Reti…$62M
End-of-year total assets ($M) among Goldentree Asset Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$62M
Net Income$10M
Employer EIN134118850
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldentree Asset Management, LP)

Sponsor-wide plan assets over time

All Goldentree Asset Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$75M 44.36724482771825% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $52.2M $75.3M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 216 $52M
2023 1 249 $62M
2024 1 265 $75M

Nearby 401(k) Plans in New York

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

Goldentree Asset Management Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Goldentree Asset Management Retirement Plan, Total assets ($B): 0.062020728 · Participants: 249Goldentree Asset Management Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Goldentree Asset Management Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Goldentree Asset Management Retirement Plan side-by-side with 3 peers →

Goldentree Asset Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tista Science and Technology Corporation 401(k) in MD ($62M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Goldentree Asset Management Retirement Plan assets move in 2023? ▼
Goldentree Asset Management Retirement Plan grew sharply - up 18.9% during 2023, from $52M to $62M. Reported net income was $10M.
How have Goldentree Asset Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldentree Asset Management, LP's sponsor-wide assets grew 44.4%, from $52M to $75M.
Where does Goldentree Asset Management Retirement Plan rank by assets among Form 5500 filers? ▼
Goldentree Asset Management Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Goldentree Asset Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tista Science and Technology Corporation 401(k) in MD ($62M, 1,184 participants).
Which 401(k) plans cover a similar participant headcount to Goldentree Asset Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 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 134118850.

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.