401(k) · DOL Form 5500 · 2023

Balyasny Asset Management, L.P. 401(k) Plan

Data updated 2026-08-25

$206M
Total assets Near avg plan size
1,109
Participants Near avg headcount
95th
Percentile by assets National rank
$185,946
Avg per participant Above avg balance/head
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Official DOL plan name: Balyasny Asset Management 401(k) Plan · Sponsored by Balyasny Asset Management, L.P. · Illinois · Finance & Insurance

$206M in assets, 1,109 participants

Balyasny Asset Management, L.P.'s Balyasny Asset Management 401(k) Plan reported $206M in total assets and 1,109 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,133 in Finance & Insurance (8,869 peers)

Where Balyasny Asset Management 401(k) Plan sits by assets

Balyasny Asset Management 401(k) Plan sits in the top 5% of all filed plans by assets, $206M for 1,109 participants (~$185,946/participant), up 46.3% in 2023.

#8,133
in Finance & Insurance (8,869 peers)
+46.3%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Balyasny Asset Management 401(k) Plan's outsized position by total assets

Balyasny Asset Management 401(k) Plan vs every filed plan by assets

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

$206,214,593 Top 5% higher than 95% 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

Balyasny Asset Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balyasny Asset Management 401(k) Plan lands in the large band (1,109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balyasny Asset Management 401(k) Plan reported net income rose from $17M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Balyasny Asset Management 401(k) Plan end-of-year assets rose from $141M in the plan year 2022 filing to $206M in the plan year 2023 filing.
  • Balyasny Asset Management 401(k) Plan reported participants rose from 812 in the plan year 2022 filing to 1,109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364486492 · Balyasny Asset Management, L.P. PY 2023 · 401(k)

Balyasny Asset Management 401(k) Plan · $206M · 1,109 · 95th

  • EOY $206M
  • EOY 1,109
  • EOY 95th
  • EOY 401(k)
  • EOY near Panoramic Health 401(k) Plan
  • EOY ind #8133

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 Illinois →

Balyasny Asset Management 401(k) Plan in the asset neighbourhood

Pepsi Bottling Ventures 401(k) PlanPepsi Bottling Ventures 401(…$206MBalyasny Asset Management 401(k) PlanBalyasny Asset Management 40…$206MPanoramic Health 401(k) Plan$206MMasimo Retirement Savings PlanMasimo Retirement Savings Pl…$206MKimco Realty Corporation 401(k) PlanKimco Realty Corporation 401…$206M
End-of-year total assets ($M) among Balyasny Asset Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$206M
Net Income$65M
Employer EIN364486492
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balyasny Asset Management, L.P.)

Sponsor-wide plan assets over time

All Balyasny Asset Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$263M 86.54361383930221% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $141M $263M ▲ +86.5%
Year Plans Participants Total Assets
2022 1 812 $141M
2023 1 1,109 $206M
2024 1 1,341 $263M

Nearby 401(k) Plans in Illinois

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

Balyasny Asset Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Balyasny Asset Management 401(k) Plan, Total assets ($B): 0.206214593 · Participants: 1109Balyasny Asset Management 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Balyasny Asset Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Balyasny Asset Management 401(k) Plan side-by-side with 3 peers →

Balyasny Asset Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Panoramic Health 401(k) Plan in AZ ($206M); by covered participants it is Scripps Clinic Medical Group, Inc. Retirement Savings Plan in CA (1,109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($206M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,109 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 Balyasny Asset Management 401(k) Plan assets move in 2023? ▼
Balyasny Asset Management 401(k) Plan surged - up 46.3% during 2023, from $141M to $206M. Reported net income was $65M.
How have Balyasny Asset Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balyasny Asset Management, L.P.'s sponsor-wide assets grew 86.5%, from $141M to $263M.
Where does Balyasny Asset Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Balyasny Asset Management 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Balyasny Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Panoramic Health 401(k) Plan in AZ ($206M, 916 participants).
Which 401(k) plans cover a similar participant headcount to Balyasny Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scripps Clinic Medical Group, Inc. Retirement Savings Plan in CA (1,109 participants, $835M 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 364486492.

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.