401(k) · DOL Form 5500 · 2024

Pinebridge Investments Holdings US LLC 401(k) Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
255
Participants Below avg headcount
93rd
Percentile by assets National rank
$570,391
Avg per participant High balance/head
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Official DOL plan name: Pinebridge 401(k) Retirement Savings Plan · Sponsored by Pinebridge Investments Holdings US LLC · New York · Finance & Insurance

$145M in assets, 255 participants

Pinebridge Investments Holdings US LLC's Pinebridge 401(k) Retirement Savings Plan reported $145M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,577 in Finance & Insurance (8,549 peers)

Coverage in New York

Pinebridge 401(k) Retirement Savings Plan covers 255 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $145M.

#7,577
in Finance & Insurance (8,549 peers)
+20.2%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Pinebridge 401(k) Retirement Savings Plan's outsized position by total assets

Pinebridge 401(k) Retirement Savings Plan vs every filed plan by assets

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

$145,449,757 Top 7% higher than 93% 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

Pinebridge 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinebridge 401(k) Retirement Savings Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pinebridge 401(k) Retirement Savings Plan end-of-year assets rose from $121M in the plan year 2023 filing to $145M in the plan year 2024 filing.
  • Pinebridge 401(k) Retirement Savings Plan reported net income rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Pinebridge 401(k) Retirement Savings Plan reported participants fell from 258 in the plan year 2023 filing to 255 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 264672666 · Pinebridge Investments Holdings US LLC PY 2024 · 401(k)

Pinebridge 401(k) Retirement Savings Plan · $145M · 255 · 93rd

  • PART $145M
  • PART 255
  • PART 93rd
  • PART 401(k)
  • PART near Elliott Davis 401(k) Retirement Plan
  • PART ind #7577

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 →

Pinebridge 401(k) Retirement Savings Plan in the asset neighbourhood

Boart Longyear Company 401(k) Savings PlanBoart Longyear Company 401(k…$146MNon-Union Employees 401(k) PlanNon-Union Employees 401(k) P…$146MNorthshore Mining Company and Silver Bay Power Company Retirement Savings PlanNorthshore Mining Company an…$146MElliott Davis 401(k) Retirement PlanElliott Davis 401(k) Retirem…$145MPinebridge 401(k) Retirement Savings PlanPinebridge 401(k) Retirement…$145M
End-of-year total assets ($M) among Pinebridge 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$145M
Net Income$24M
Employer EIN264672666
Plan Effective Date2010-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinebridge Investments Holdings US LLC)

Sponsor-wide plan assets over time

All Pinebridge Investments Holdings US LLC plans reported in each filing year

Latest sponsor-wide plan assets
$145M 46.29425227479644% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $99.4M $145M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 259 $99M
2023 1 258 $121M
2024 1 255 $145M

Nearby 401(k) Plans in New York

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

Pinebridge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pinebridge 401(k) Retirement Savings Plan, Total assets ($B): 0.145449757 · Participants: 255Pinebridge 401(k) Retirement Savings 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
Pinebridge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pinebridge 401(k) Retirement Savings Plan side-by-side with 3 peers →

Pinebridge 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Elliott Davis 401(k) Retirement Plan in SC ($145M); by covered participants it is National Auto Care 401(k) Plan in OH (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Pinebridge 401(k) Retirement Savings Plan assets move in 2024? ▼
Pinebridge 401(k) Retirement Savings Plan grew sharply - up 20.2% during 2024, from $121M to $145M. Reported net income was $24M.
How have Pinebridge Investments Holdings US LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinebridge Investments Holdings US LLC's sponsor-wide assets grew 46.3%, from $99M to $145M.
Where does Pinebridge 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Pinebridge 401(k) Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pinebridge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elliott Davis 401(k) Retirement Plan in SC ($145M, 757 participants).
Which 401(k) plans cover a similar participant headcount to Pinebridge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Auto Care 401(k) Plan in OH (255 participants, N/A 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 264672666.

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.