401(k) · DOL Form 5500 · 2022

Soros Fund Management LLC 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
172
Participants Small participant base
93rd
Percentile by assets National rank
$573,753
Avg per participant High balance/head
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Official DOL plan name: Soros Fund Management LLC Profit Sharing Plan · Sponsored by Soros Fund Management LLC · New York · Finance & Insurance

$99M in assets, 172 participants

Soros Fund Management LLC's Soros Fund Management LLC Profit Sharing Plan reported $99M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,167 in Finance & Insurance (9,261 peers)

Coverage in New York

Soros Fund Management LLC Profit Sharing Plan covers 172 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $99M.

#8,167
in Finance & Insurance (9,261 peers)
-21.6%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Soros Fund Management LLC Profit Sharing Plan's outsized position by total assets

Soros Fund Management LLC Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$98,685,479 Top 7% higher than 93% of 139,123 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 2022

Soros Fund Management LLC Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soros Fund Management LLC Profit Sharing Plan sits mid-pack in the medium band (172 participants).

Published 5500 schedule card

Filing strip 133914976 · Soros Fund Management LLC PY 2022 · 401(k)

Soros Fund Management LLC Profit Sharing Plan · $99M · 172 · 93rd

  • TYPE $99M
  • TYPE 172
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Bh Shoe Holdings, Inc. Investment and Retirement Plan (401(k) Plan for Non Union Employees)
  • TYPE ind #8167

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 →

Soros Fund Management LLC Profit Sharing Plan in the asset neighbourhood

Soros Fund Management LLC Profit Sharing PlanSoros Fund Management LLC Pr…$99MBh Shoe Holdings, Inc. Investment and Retirement Plan (401(k) Plan for Non Union Employees)Bh Shoe Holdings, Inc. Inves…$99MMaterial 401(k) Profit Sharing PlanMaterial 401(k) Profit Shari…$99MCooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana)Cooper Tire & Rubber Company…$99MWorkiva 401(k) Plan$99M
End-of-year total assets ($M) among Soros Fund Management LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$99M
Net Income-$27M
Employer EIN133914976
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soros Fund Management LLC)

Sponsor-wide plan assets over time

All Soros Fund Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$133M 34.91145135952575% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $98.7M $133M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 172 $99M
2023 1 160 $118M
2024 1 170 $133M

Nearby 401(k) Plans in New York

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

Soros Fund Management LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Soros Fund Management LLC Profit Sharing Plan, Total assets ($B): 0.098685479 · Participants: 172Soros Fund Management LLC Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Soros Fund Management LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Soros Fund Management LLC Profit Sharing Plan side-by-side with 3 peers →

Soros Fund Management LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bh Shoe Holdings, Inc. Investment and Retirement Plan (401(k) Plan for Non Union Employees) in CT ($99M); by covered participants it is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Soros Fund Management LLC Profit Sharing Plan assets move in 2022? ▼
Soros Fund Management LLC Profit Sharing Plan declined sharply - down 21.6% during 2022, from $126M to $99M. Reported net income was -$27M.
How have Soros Fund Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soros Fund Management LLC's sponsor-wide assets grew 34.9%, from $99M to $133M.
Where does Soros Fund Management LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Soros Fund Management LLC Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Soros Fund Management LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bh Shoe Holdings, Inc. Investment and Retirement Plan (401(k) Plan for Non Union Employees) in CT ($99M, 1,013 participants).
Which 401(k) plans cover a similar participant headcount to Soros Fund Management LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133914976.

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.