401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$133M
Total assets Near avg plan size
261
Participants Below avg headcount
93rd
Percentile by assets National rank
$508,662
Avg per participant High balance/head
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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.

  • #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.

#7,888
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Baupost Group Savings Retirement Plan's outsized position 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 $2,050,000,000 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

Baupost Group Savings 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. Baupost Group Savings Retirement Plan sits mid-pack in the medium band (261 participants).

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 →

Form 5500 schedule snapshot

Filing strip 043402144 · The Baupost Group, L.L.C. PY 2023 · 401(k)

Baupost Group Savings Retirement Plan · $133M · 261 · 93rd

  • PCT $133M
  • EIN 261
  • RANK 93rd
  • PHOTO 401(k)
  • IND near Summit Orthopedics, Ltd. 401(k) Profit Sharing Plan
  • EOY ind #7888

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 Massachusetts →

Baupost Group Savings Retirement Plan in the asset neighbourhood

Perforce Software, Inc., 401(k) PlanPerforce Software, Inc., 401…$133MCommunity Health Services of Georgia Profit Sharing PlanCommunity Health Services of…$133MSummit Orthopedics, Ltd. 401(k) Profit Sharing PlanSummit Orthopedics, Ltd. 401…$133MBaupost Group Savings Retirement PlanBaupost Group Savings Retire…$133M8x8, Inc. 401(k) Savings Plan$133M
End-of-year total assets ($M) among Baupost Group Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All The Baupost Group, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 43.46936166895451% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $109M $156M ▲ +43.5%
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 ($B) Participants Baupost Group Savings Retirement Plan, Total assets ($B): 0.132760855 · Participants: 261Baupost Group Savings Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
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 →

Baupost Group Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Summit Orthopedics, Ltd. 401(k) Profit Sharing Plan in MN ($133M); by covered participants it is Prime Digital 401(k) Plan in NV (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($133M here).

Similar participant headcount

Nearest other-state filings by covered participants (261 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 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).
Which 401(k) plans cover a similar participant headcount to Baupost Group Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Digital 401(k) Plan in NV (261 participants, $4M 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 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.