401(k) · DOL Form 5500 · 2023

Worldquant, LLC 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
317
Participants Below avg headcount
89th
Percentile by assets National rank
$246,492
Avg per participant Above avg balance/head
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Official DOL plan name: Worldquant, LLC 401(k) Savings and Retirement Plan · Sponsored by Worldquant, LLC · Connecticut · Finance & Insurance

$78M in assets, 317 participants

Worldquant, LLC's Worldquant, LLC 401(k) Savings and Retirement Plan reported $78M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,427 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Worldquant, LLC 401(k) Savings and Retirement Plan covers 317 participants in Connecticut, about 44% of the average Connecticut filer (state average ~718 per filing). Assets: $78M.

#7,427
in Finance & Insurance (8,869 peers)
+25.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Worldquant, LLC 401(k) Savings and Retirement Plan's outsized position by total assets

Worldquant, LLC 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$78,137,907 Top 11% higher than 89% 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

Worldquant, LLC 401(k) Savings and 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. Worldquant, LLC 401(k) Savings and Retirement Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Worldquant, LLC 401(k) Savings and Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Worldquant, LLC 401(k) Savings and Retirement Plan end-of-year assets rose from $62M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Worldquant, LLC 401(k) Savings and Retirement Plan reported participants rose from 271 in the plan year 2022 filing to 317 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300484922 · Worldquant, LLC PY 2023 · 401(k)

Worldquant, LLC 401(k) Savings and Retirement Plan · $78M · 317 · 89th

  • PCT $78M
  • EIN 317
  • RANK 89th
  • PHOTO 401(k)
  • IND near Sovos Compliance, LLC 401(k) Retirement Plan
  • EOY ind #7427

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 Connecticut →

Worldquant, LLC 401(k) Savings and Retirement Plan in the asset neighbourhood

Datascan Retirement Plan$78MShift4 401(k) Plan$78MWorldquant, LLC 401(k) Savings and Retirement PlanWorldquant, LLC 401(k) Savin…$78MSovos Compliance, LLC 401(k) Retirement PlanSovos Compliance, LLC 401(k)…$78MMultivac, Inc. Profit Sharing 401(k) PlanMultivac, Inc. Profit Sharin…$78M
End-of-year total assets ($M) among Worldquant, LLC 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$78M
Net Income$16M
Employer EIN300484922
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worldquant, LLC)

Sponsor-wide plan assets over time

All Worldquant, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$103M 65.09435549503772% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $62.5M $103M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 271 $62M
2023 1 317 $78M
2024 1 336 $103M

Nearby 401(k) Plans in Connecticut

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

Worldquant, LLC 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Worldquant, LLC 401(k) Savings and Retirement Plan, Total assets ($B): 0.078137907 · Participants: 317Worldquant, LLC 401(k) Savings and Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Worldquant, LLC 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Worldquant, LLC 401(k) Savings and Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Sovos Compliance, LLC 401(k) Retirement Plan in MA ($78M); by covered participants it is Mcguires Management Group 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Worldquant, LLC 401(k) Savings and Retirement Plan assets move in 2023? ▼
Worldquant, LLC 401(k) Savings and Retirement Plan grew sharply - up 25.1% during 2023, from $62M to $78M. Reported net income was $16M.
How have Worldquant, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worldquant, LLC's sponsor-wide assets grew 65.1%, from $62M to $103M.
Where does Worldquant, LLC 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Worldquant, LLC 401(k) Savings and Retirement Plan ranks in the 89th 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 Worldquant, LLC 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sovos Compliance, LLC 401(k) Retirement Plan in MA ($78M, 978 participants).
Which 401(k) plans cover a similar participant headcount to Worldquant, LLC 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguires Management Group 401(k) Plan in FL (317 participants, $2M 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 300484922.

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.