401(k) · DOL Form 5500 · 2023

Pinebridge Investments Holdings US LLC 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
258
Participants Below avg headcount
92nd
Percentile by assets National rank
$469,129
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,830
in Finance & Insurance (8,869 peers)
+21.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Pinebridge 401(k) Retirement Savings Plan's outsized position 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

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

Pinebridge 401(k) Retirement Savings 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. Pinebridge 401(k) Retirement Savings Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 264672666 · Pinebridge Investments Holdings US LLC PY 2023 · 401(k)

Pinebridge 401(k) Retirement Savings Plan · $121M · 258 · 92nd

  • VS-ST $121M
  • VS-ST 258
  • VS-ST 92nd
  • VS-ST 401(k)
  • VS-ST near Material 401(k) Profit Sharing Plan
  • VS-ST ind #7830

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 →

Pinebridge 401(k) Retirement Savings Plan in the asset neighbourhood

IBEW Local Union No. 520 Annuity PlanIBEW Local Union No. 520 Ann…$121MNew American Funding, LLC 401(k) PlanNew American Funding, LLC 40…$121MPinebridge 401(k) Retirement Savings PlanPinebridge 401(k) Retirement…$121MMaterial 401(k) Profit Sharing PlanMaterial 401(k) Profit Shari…$121MApogee Medical Group Inc 401(k) PlanApogee Medical Group Inc 401…$121M
End-of-year total assets ($M) among Pinebridge 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$121M
Net Income$22M
Employer EIN264672666
Plan Effective Date2010-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinebridge Investments Holdings US LLC)

Sponsor-wide plan assets over time

All Pinebridge Investments Holdings US LLC plans reported in each filing year

Latest sponsor-wide plan assets
$145M 46.29425227479644% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $99.4M $145M ▲ +46.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pinebridge 401(k) Retirement Savings Plan, Total assets ($B): 0.121035369 · Participants: 258Pinebridge 401(k) Retirement Savings 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
Pinebridge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pinebridge 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Material 401(k) Profit Sharing Plan in CA ($121M); by covered participants it is Validatek Retirement Savings Plan in VA (258 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (258 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 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).
Which 401(k) plans cover a similar participant headcount to Pinebridge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (258 participants, $23M 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 264672666.

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.