401(k) · DOL Form 5500 · 2024

Paulson & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
30
Participants Small participant base
82nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Paulson & Co., Inc. 401(k) Plan · Sponsored by Paulson & Co., Inc. · New York · Finance & Insurance

$40M in assets, 30 participants

Paulson & Co., Inc.'s Paulson & Co., Inc. 401(k) Plan reported $40M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,110 in Finance & Insurance (8,549 peers)

Where Paulson & Co., Inc. 401(k) Plan sits by assets

Paulson & Co., Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 30 participants (~$1.3M/participant), up 17.7% in 2024.

#6,110
in Finance & Insurance (8,549 peers)
+17.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Paulson & Co., Inc. 401(k) Plan's outsized position by total assets

Paulson & Co., Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$40,444,906 Top 18% higher than 82% of 123,620 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 2024

Paulson & Co., Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paulson & Co., Inc. 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paulson & Co., Inc. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Paulson & Co., Inc. 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133796759 · Paulson & Co., Inc. PY 2024 · 401(k)

Paulson & Co., Inc. 401(k) Plan · $40M · 30 · 82nd

  • NET $40M
  • NET 30
  • NET 82nd
  • NET 401(k)
  • NET near Blue Cross Blue Shield of Wyoming Tax-Favored Savings Program
  • NET ind #6110

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 →

Paulson & Co., Inc. 401(k) Plan in the asset neighbourhood

Blue Cross Blue Shield of Wyoming Tax-Favored Savings ProgramBlue Cross Blue Shield of Wy…$40MBig Rock 401(k) Savings Plan$40MComputers Unlimited 401(k) PlanComputers Unlimited 401(k) P…$40MPaulson & Co., Inc. 401(k) PlanPaulson & Co., Inc. 401(k) P…$40MEconone Research, Inc. Cash or Deferred Profit Sharing PlanEconone Research, Inc. Cash …$40M
End-of-year total assets ($M) among Paulson & Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN133796759
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paulson & Co., Inc.)

Sponsor-wide plan assets over time

All Paulson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 38.353664533402934% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $40.4M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 32 $29M
2023 1 30 $34M
2024 1 30 $40M

Nearby 401(k) Plans in New York

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

Paulson & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Paulson & Co., Inc. 401(k) Plan, Total assets ($B): 0.040444906 · Participants: 30Paulson & Co., Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Paulson & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Paulson & Co., Inc. 401(k) Plan side-by-side with 3 peers →

Paulson & Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Blue Cross Blue Shield of Wyoming Tax-Favored Savings Program in WY ($40M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Paulson & Co., Inc. 401(k) Plan assets move in 2024? ▼
Paulson & Co., Inc. 401(k) Plan grew sharply - up 17.7% during 2024, from $34M to $40M. Reported net income was $6M.
How have Paulson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paulson & Co., Inc.'s sponsor-wide assets grew 38.4%, from $29M to $40M.
Where does Paulson & Co., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Paulson & Co., Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Paulson & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Cross Blue Shield of Wyoming Tax-Favored Savings Program in WY ($40M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Paulson & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133796759.

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.