401(k) · DOL Form 5500 · 2023

Btg Pactual Asset Managementus 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
314
Participants Below avg headcount
85th
Percentile by assets National rank
$150,827
Avg per participant Above avg balance/head
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Official DOL plan name: Btg Pactual 401(k) Plan · Sponsored by Btg Pactual Asset Managementus · New York · Finance & Insurance

$47M in assets, 314 participants

Btg Pactual Asset Managementus's Btg Pactual 401(k) Plan reported $47M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,831 in Finance & Insurance (8,869 peers)

Coverage in New York

Btg Pactual 401(k) Plan covers 314 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $47M.

#6,831
in Finance & Insurance (8,869 peers)
+30.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Btg Pactual 401(k) Plan's outsized position by total assets

Btg Pactual 401(k) Plan vs every filed plan by assets

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

$47,359,585 Top 15% higher than 85% 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

Btg Pactual 401(k) 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. Btg Pactual 401(k) Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Btg Pactual 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Btg Pactual 401(k) Plan reported participants rose from 236 in the plan year 2022 filing to 314 in the plan year 2023 filing.
  • Btg Pactual 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $47M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800260014 · Btg Pactual Asset Managementus PY 2023 · 401(k)

Btg Pactual 401(k) Plan · $47M · 314 · 85th

  • PART $47M
  • PART 314
  • PART 85th
  • PART 401(k)
  • PART near Frank O. Gehry & Associates, Inc. / Gehry Partners, LLP 401(k) Plan
  • PART ind #6831

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 →

Btg Pactual 401(k) Plan in the asset neighbourhood

Shoe Show Retirement Savings PlanShoe Show Retirement Savings…$47MGold Eagle Company Profit Sharing and Savings PlanGold Eagle Company Profit Sh…$47MBtg Pactual 401(k) Plan$47MFrank O. Gehry & Associates, Inc. / Gehry Partners, LLP 401(k) PlanFrank O. Gehry & Associates,…$47MNorthstar Travel Media, LLC 401(k) PlanNorthstar Travel Media, LLC …$47M
End-of-year total assets ($M) among Btg Pactual 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$47M
Net Income$11M
Employer EIN800260014
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Btg Pactual Asset Managementus)

Sponsor-wide plan assets over time

All Btg Pactual Asset Managementus plans reported in each filing year

Latest sponsor-wide plan assets
$59M 62.70961776096083% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.2M $59M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 236 $36M
2023 1 314 $47M
2024 1 426 $59M

Nearby 401(k) Plans in New York

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

Btg Pactual 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Btg Pactual 401(k) Plan, Total assets ($B): 0.047359585 · Participants: 314Btg Pactual 401(k) 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
Btg Pactual 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Btg Pactual 401(k) Plan side-by-side with 3 peers →

Btg Pactual 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Frank O. Gehry & Associates, Inc. / Gehry Partners, LLP 401(k) Plan in CA ($47M); by covered participants it is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Btg Pactual 401(k) Plan assets move in 2023? ▼
Btg Pactual 401(k) Plan surged - up 30.7% during 2023, from $36M to $47M. Reported net income was $11M.
How have Btg Pactual Asset Managementus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Btg Pactual Asset Managementus's sponsor-wide assets grew 62.7%, from $36M to $59M.
Where does Btg Pactual 401(k) Plan rank by assets among Form 5500 filers? ▼
Btg Pactual 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Btg Pactual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frank O. Gehry & Associates, Inc. / Gehry Partners, LLP 401(k) Plan in CA ($47M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Btg Pactual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants, $57M 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 800260014.

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.