401(k) · DOL Form 5500 · 2023

Soros Fund Management LLC 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
160
Participants Small participant base
92nd
Percentile by assets National rank
$735,437
Avg per participant High balance/head
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Official DOL plan name: Soros Fund Management LLC Profit Sharing Plan · Sponsored by Soros Fund Management LLC · New York · Finance & Insurance

$118M in assets, 160 participants

Soros Fund Management LLC's Soros Fund Management LLC Profit Sharing Plan reported $118M in total assets and 160 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.

  • #7,812 in Finance & Insurance (8,869 peers)

Coverage in New York

Soros Fund Management LLC Profit Sharing Plan covers 160 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $118M.

#7,812
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Soros Fund Management LLC Profit Sharing Plan's outsized position by total assets

Soros Fund Management LLC Profit Sharing Plan vs every filed plan by assets

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

$117,669,844 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

Soros Fund Management LLC Profit Sharing 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. Soros Fund Management LLC Profit Sharing Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Soros Fund Management LLC Profit Sharing Plan reported net income rose from -$27M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Soros Fund Management LLC Profit Sharing Plan end-of-year assets rose from $99M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Soros Fund Management LLC Profit Sharing Plan reported participants fell from 172 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133914976 · Soros Fund Management LLC PY 2023 · 401(k)

Soros Fund Management LLC Profit Sharing Plan · $118M · 160 · 92nd

  • BOOK $118M
  • VS-ST 160
  • BOY 92nd
  • SCH 401(k)
  • EBSA near Employee Retirement Plan for Closure Systems International
  • PART ind #7812

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 →

Soros Fund Management LLC Profit Sharing Plan in the asset neighbourhood

Hornbeck Offshore Services, Inc. 401(k) PlanHornbeck Offshore Services, …$118MRoseburg Forest Products Co., Carpenters Industrial Council Defined Contribution PlanRoseburg Forest Products Co.…$118MSoros Fund Management LLC Profit Sharing PlanSoros Fund Management LLC Pr…$118MEmployee Retirement Plan for Closure Systems InternationalEmployee Retirement Plan for…$118MThe Dunlap & Kyle Co., Inc. Profit Sharing Plan and TrustThe Dunlap & Kyle Co., Inc. …$118M
End-of-year total assets ($M) among Soros Fund Management LLC Profit Sharing 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)$118M
Net Income$19M
Employer EIN133914976
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soros Fund Management LLC)

Sponsor-wide plan assets over time

All Soros Fund Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$133M 34.91145135952575% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $98.7M $133M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 172 $99M
2023 1 160 $118M
2024 1 170 $133M

Nearby 401(k) Plans in New York

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

Soros Fund Management LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Soros Fund Management LLC Profit Sharing Plan, Total assets ($B): 0.117669844 · Participants: 160Soros Fund Management LLC Profit Sharing 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
Soros Fund Management LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Soros Fund Management LLC Profit Sharing Plan side-by-side with 3 peers →

Soros Fund Management LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Employee Retirement Plan for Closure Systems International in IN ($118M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Soros Fund Management LLC Profit Sharing Plan assets move in 2023? ▼
Soros Fund Management LLC Profit Sharing Plan grew sharply - up 19.2% during 2023, from $99M to $118M. Reported net income was $19M.
How have Soros Fund Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soros Fund Management LLC's sponsor-wide assets grew 34.9%, from $99M to $133M.
Where does Soros Fund Management LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Soros Fund Management LLC Profit Sharing 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 Soros Fund Management LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Retirement Plan for Closure Systems International in IN ($118M, 763 participants).
Which 401(k) plans cover a similar participant headcount to Soros Fund Management LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 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 133914976.

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.