401(k) · DOL Form 5500 · 2023

The Baupost Group, L.L.C. 401(k) Plan

Data updated 2026-08-11

$133M
Total assets
261
Participants
93rd
Percentile by assets
$508,662
Avg per participant
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Official DOL plan name: Baupost Group Savings Retirement Plan · Sponsored by The Baupost Group, L.L.C. · Massachusetts · Finance & Insurance

$133M in assets, 261 participants

The Baupost Group, L.L.C.'s Baupost Group Savings Retirement Plan reported $133M in total assets and 261 participants in its 2023 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,888 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Baupost Group Savings Retirement Plan covers 261 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $133M.

$133M
total plan assets (2023 EOY)
261
covered participants
93rd
percentile by assets (of 127,072 plans)
$508,662
avg assets per participant

Where Baupost Group Savings Retirement Plan sits by total assets

Baupost Group Savings Retirement Plan vs every filed plan by assets

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

$132,760,855 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baupost Group Savings Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Baupost Group Savings Retirement Plan end-of-year assets rose from $109M in the plan year 2022 filing to $133M in the plan year 2023 filing.
  • Baupost Group Savings Retirement Plan reported participants fell from 264 in the plan year 2022 filing to 261 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Baupost Group Savings Retirement Plan reports 261 participants - about 40% of that state average ($133M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$133M
Net Income$24M
Employer EIN043402144
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Baupost Group, L.L.C.)

$100M$120M$140M$160M$180M 202220232024 $109M $156M ▲ +43.5%
Total plan assets by year, all The Baupost Group, L.L.C. plans on file
Year Plans Participants Total Assets
2022 1 264 $109M
2023 1 261 $133M
2024 1 266 $156M

Nearby 401(k) Plans in Massachusetts

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

Baupost Group Savings Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Baupost Group Saving…, Total assets ($B): 0.132760855 · Participants: 261Baupost Group Saving…Fidelity Retirement …, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Co…Philips North Americ…, Total assets ($B): 5.779286156 · Participants: 19120Philips North Americ…
Baupost Group Savings Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Baupost Group Savings Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Baupost Group Savings Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Baupost Group Savings Retirement Plan assets move in 2023? ▼
Baupost Group Savings Retirement Plan grew sharply - up 21.9% during 2023, from $109M to $133M. Reported net income was $24M.
How have The Baupost Group, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Baupost Group, L.L.C.'s sponsor-wide assets grew 43.5%, from $109M to $156M.
Where does Baupost Group Savings Retirement Plan rank by assets among Form 5500 filers? ▼
Baupost Group Savings Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Baupost Group Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Orthopedics, Ltd. 401(k) Profit Sharing Plan in MN ($133M, 1,074 participants).

Next read for Baupost Group Savings Retirement Plan

Filing takeaways

Ways to act on Baupost Group Savings Retirement Plan's numbers.

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 043402144.

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.