401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$206M
Total assets
1,109
Participants
95th
Percentile by assets
$185,946
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$206M
total plan assets (2023 EOY)
1,109
covered participants
95th
percentile by assets (of 127,072 plans)
$185,946
avg assets per participant

Where Balyasny Asset Management 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Illinois
Industry
Finance & Insurance

Balyasny Asset Management 401(k) Plan vs the 2023 asset distribution

By assets, Balyasny Asset Management 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

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.)

$100M$150M$200M$250M$300M 202220232024 $141M $263M ▲ +86.5%
Total plan assets by year, all Balyasny Asset Management, L.P. plans on file
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 ($B) Participants Balyasny Asset Manag…, Total assets ($B): 0.206214593 · Participants: 1109Balyasny Asset Manag…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Balyasny Asset Management 401(k) Plan by total assets, not by location.

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).

Next read for Balyasny Asset Management 401(k) Plan

Scale reading

Ways to act on Balyasny Asset Management 401(k) Plan's numbers.

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.