401(k) · DOL Form 5500 · 2024
Pinebridge Investments Holdings US LLC 401(k) Plan
Data updated 2026-08-11
- $145M
- Total assets
- 255
- Participants
- 93rd
- Percentile by assets
- $570,391
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $145M
- total plan assets (2024 EOY)
- 255
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $570,391
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Pinebridge 401(k) Retirement Savings Plan reports 255 participants - about 32% of that state average ($145M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $24M |
| Employer EIN | 264672666 |
| Plan Effective Date | 2010-03-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pinebridge Investments Holdings US LLC)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pinebridge 401(k) Retirement Savings Plan by total assets, not by location.
- Elliott Davis 401(k) Retirement Plan (SC) $145M · 757
- Northshore Mining Company and Silver Bay Power Company Retirement Savings Plan (OH) $146M · 577
- Non-Union Employees 401(k) Plan (MI) $146M · 839
- Boart Longyear Company 401(k) Savings Plan (UT) $146M · 1,113
Frequently Asked Questions
How did Pinebridge 401(k) Retirement Savings Plan assets move in 2024? ▼
How have Pinebridge Investments Holdings US LLC plan assets changed over time? ▼
Where does Pinebridge 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Pinebridge 401(k) Retirement Savings Plan? ▼
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Filing takeaways
Ways to act on Pinebridge 401(k) Retirement Savings Plan's numbers.
- By total assets, Pinebridge 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Pinebridge Investments Holdings US LLC's sponsor-wide assets have grown 46.3% since 2022 across 3 plan years on file. More Finance & Insurance plans