401(k) · DOL Form 5500 · 2023

Pinebridge Investments Holdings US LLC 401(k) Plan

Data updated 2026-08-11

$121M
Total assets: 258
Participants: 92nd
Percentile by assets: $469,129
Avg per participant

Official DOL plan name: Pinebridge 401(k) Retirement Savings Plan · Sponsored by Pinebridge Investments Holdings US LLC · New York · Finance & Insurance

$121M in assets, 258 participants

Pinebridge Investments Holdings US LLC's Pinebridge 401(k) Retirement Savings Plan reported $121M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#7,830 in Finance & Insurance (8,869 peers)

Coverage in New York

Pinebridge 401(k) Retirement Savings Plan covers 258 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $121M.

$121M
total plan assets (2023 EOY): 258
covered participants: 92nd
percentile by assets (of 127,072 plans): $469,129
avg assets per participant

Where Pinebridge 401(k) Retirement Savings Plan sits by total assets

Pinebridge 401(k) Retirement Savings Plan vs every filed plan by assets

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

$121,035,369 Top 8% higher than 92% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pinebridge 401(k) Retirement Savings Plan reported net income rose from -$18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Pinebridge 401(k) Retirement Savings Plan end-of-year assets rose from $99M in the plan year 2022 filing to $121M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Pinebridge 401(k) Retirement Savings Plan reports 258 participants - about 32% of that state average ($121M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$99M
Net Assets (End of Year)	$121M
Net Income	$22M
Employer EIN	264672666
Plan Effective Date	2010-03-26
Filing Status	FILING RECEIVED

Sponsor Plan History (Pinebridge Investments Holdings US LLC)

Total plan assets by year, all Pinebridge Investments Holdings US LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	259	$99M
2023	1	258	$121M
2024	1	255	$145M

Nearby 401(k) Plans in New York

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

Pinebridge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Pinebridge 401(k) Retirement Savings Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Material 401(k) Profit Sharing Plan (CA) $121M · 1,248
New American Funding, LLC 401(k) Plan (CA) $121M · 3,394
Apogee Medical Group Inc 401(k) Plan (AZ) $121M · 991
IBEW Local Union No. 520 Annuity Plan (NM) $121M · 3,818

Frequently Asked Questions

How did Pinebridge 401(k) Retirement Savings Plan assets move in 2023? ▼

Pinebridge 401(k) Retirement Savings Plan grew sharply - up 21.7% during 2023, from $99M to $121M. Reported net income was $22M.

How have Pinebridge Investments Holdings US LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pinebridge Investments Holdings US LLC's sponsor-wide assets grew 46.3%, from $99M to $145M.

Where does Pinebridge 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Pinebridge 401(k) Retirement Savings Plan ranks in the 92nd 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 Pinebridge 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Material 401(k) Profit Sharing Plan in CA ($121M, 1,248 participants).

Next read for Pinebridge 401(k) Retirement Savings Pla…

Filing takeaways

Ways to act on Pinebridge 401(k) Retirement Savings Plan's numbers.

By total assets, Pinebridge 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Pinebridge Investments Holdings US LLC's sponsor-wide assets have grown 46.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 264672666.