401(k) · DOL Form 5500 · 2024
Caxton Associates, LP 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 22
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $2.6M
- Avg per participant High balance/head
Official DOL plan name: Caxton Associates LP Savings & Profit Sharing Plan · Sponsored by Caxton Associates, LP · New York · Professional & Technical Services
$58M in assets, 22 participants
Caxton Associates, LP's Caxton Associates LP Savings & Profit Sharing Plan reported $58M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,470 in Professional & Technical Services (20,173 peers)
Where Caxton Associates LP Savings & Profit Sharing Plan sits by assets
Caxton Associates LP Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $58M for 22 participants (~$2.6M/participant), up 12.7% in 2024.
- #17,470
- in Professional & Technical Services (20,173 peers)
- +12.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Caxton Associates LP Savings & Profit Sharing Plan's outsized position by total assets
Caxton Associates LP Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,768,907 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Caxton Associates LP Savings & Profit Sharing 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. Caxton Associates LP Savings & Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caxton Associates LP Savings & Profit Sharing Plan reported participants fell from 39 in the plan year 2023 filing to 22 in the plan year 2024 filing.
- Caxton Associates LP Savings & Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Caxton Associates LP Savings & Profit Sharing Plan end-of-year assets rose from $51M in the plan year 2023 filing to $58M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 223430173 · Caxton Associates, LP PY 2024 · 401(k)
Caxton Associates LP Savings & Profit Sharing Plan · $58M · 22 · 86th
- BOOK $58M
- VS-ST 22
- BOY 86th
- SCH 401(k)
- EBSA near Midwest Vision Partners 401(k) Plan
- PART ind #17470
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 Professional & Technical Services retirement plans → · Plans in New York →
Caxton Associates LP Savings & Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $7M |
| Employer EIN | 223430173 |
| Plan Effective Date | 1983-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caxton Associates, LP)
Sponsor-wide plan assets over time
All Caxton Associates, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 33.20173619769753% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $43M |
| 2023 | 1 | 39 | $51M |
| 2024 | 1 | 22 | $58M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Caxton Associates LP Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Midwest Vision Partners 401(k) Plan in IL ($58M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- Midwest Vision Partners 401(k) Plan (IL) $58M · 1,397
- Clark Pacific 401(k) Plan (CA) $58M · 248
- The Pooled Employer Plan of America (OR) $58M · 766
- Firekeepers Casino Hotel 401(k) Plan (MI) $58M · 2,037
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Martin Medical Center, P.C. Employees' Profit Sharing Plan (TN) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.