401(k) · DOL Form 5500 · 2023

Two Sigma Investments, LP 401(k) Plan

Data updated 2026-08-25

$556M
Total assets Above avg plan size
1,933
Participants Near avg headcount
98th
Percentile by assets National rank
$287,666
Avg per participant High balance/head
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Official DOL plan name: Two Sigma 401(k) Plan · Sponsored by Two Sigma Investments, LP · New York · Finance & Insurance

$556M in assets, 1,933 participants

Two Sigma Investments, LP's Two Sigma 401(k) Plan reported $556M in total assets and 1,933 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,506 in Finance & Insurance (8,869 peers)

Coverage in New York

Two Sigma 401(k) Plan covers 1,933 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $556M.

#8,506
in Finance & Insurance (8,869 peers)
+36.0%
assets growth YoY
5.6×
vs typical plan assets (national mean)

Two Sigma 401(k) Plan's outsized position by total assets

Two Sigma 401(k) Plan vs every filed plan by assets

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

$556,058,435 Top 2% higher than 98% 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

Two Sigma 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. Two Sigma 401(k) Plan lands in the large band (1,933 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Two Sigma 401(k) Plan reported net income rose from -$46M in the plan year 2022 filing to $147M in the plan year 2023 filing.
  • Two Sigma 401(k) Plan end-of-year assets rose from $409M in the plan year 2022 filing to $556M in the plan year 2023 filing.
  • Two Sigma 401(k) Plan reported participants rose from 1,652 in the plan year 2022 filing to 1,933 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134181471 · Two Sigma Investments, LP PY 2023 · 401(k)

Two Sigma 401(k) Plan · $556M · 1,933 · 98th

  • IND $556M
  • EOY 1,933
  • 5500 98th
  • ASSETS 401(k)
  • PCT near Ppl Deferred Savings Plan
  • EIN ind #8506

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 →

Two Sigma 401(k) Plan in the asset neighbourhood

401(k) Retirement Plan for Reynolds Consumer Products401(k) Retirement Plan for R…$557MBaker Donelson Bearman Caldwell & Berkowitz Retirement Savings PlanBaker Donelson Bearman Caldw…$557MTwo Sigma 401(k) Plan$556MPpl Deferred Savings Plan$556MGodaddy.Com, LLC 401(k) Plan$556M
End-of-year total assets ($M) among Two Sigma 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$409M
Net Assets (End of Year)$556M
Net Income$147M
Employer EIN134181471
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Two Sigma Investments, LP)

Sponsor-wide plan assets over time

All Two Sigma Investments, LP plans reported in each filing year

Latest sponsor-wide plan assets
$698M 70.80896971671145% vs 2022
2024 filing year
$300M$400M$500M$600M$700M$800M 202220232024 $409M $698M ▲ +70.8%
Year Plans Participants Total Assets
2022 1 1,652 $409M
2023 1 1,933 $556M
2024 1 1,992 $698M

Nearby 401(k) Plans in New York

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

Two Sigma 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Two Sigma 401(k) Plan, Total assets ($B): 0.556058435 · Participants: 1933Two Sigma 401(k) 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
Two Sigma 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Two Sigma 401(k) Plan side-by-side with 3 peers →

Two Sigma 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ppl Deferred Savings Plan in PA ($556M); by covered participants it is Staffmark Group, LLC 401(k) Plan in OH (1,933 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($556M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,933 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 Two Sigma 401(k) Plan assets move in 2023? ▼
Two Sigma 401(k) Plan surged - up 36.0% during 2023, from $409M to $556M. Reported net income was $147M.
How have Two Sigma Investments, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Two Sigma Investments, LP's sponsor-wide assets grew 70.8%, from $409M to $698M.
Where does Two Sigma 401(k) Plan rank by assets among Form 5500 filers? ▼
Two Sigma 401(k) Plan ranks in the 98th 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 Two Sigma 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ppl Deferred Savings Plan in PA ($556M, 469 participants).
Which 401(k) plans cover a similar participant headcount to Two Sigma 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Staffmark Group, LLC 401(k) Plan in OH (1,933 participants, $130M 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 134181471.

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.