401(k) · DOL Form 5500 · 2024
Bridgewater Associates, LP 401(k) Plan
Data updated 2026-08-11
- $614M
- Total assets
- 1,251
- Participants
- 98th
- Percentile by assets
- $490,708
- Avg per participant
Official DOL plan name: Bridgewater Associates, LP 401(k) Plan · Sponsored by Bridgewater Associates, LP · Connecticut · Finance & Insurance
$614M in assets, 1,251 participants
Bridgewater Associates, LP's Bridgewater Associates, LP 401(k) Plan reported $614M in total assets and 1,251 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #8,189 in Finance & Insurance (8,549 peers)
Where Bridgewater Associates, LP 401(k) Plan sits by assets
Bridgewater Associates, LP 401(k) Plan sits in the top 5% of all filed plans by assets, $614M for 1,251 participants (~$490,708/participant), up 16.6% in 2024.
- $614M
- total plan assets (2024 EOY)
- 1,251
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $490,708
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bridgewater Associates, LP 401(k) Plan end-of-year assets rose from $526M in the plan year 2023 filing to $614M in the plan year 2024 filing.
- Bridgewater Associates, LP 401(k) Plan reported participants fell from 1,383 in the plan year 2023 filing to 1,251 in the plan year 2024 filing.
- Bridgewater Associates, LP 401(k) Plan reported net income rose from $82M in the plan year 2023 filing to $88M in the plan year 2024 filing.
Bridgewater Associates, LP 401(k) Plan vs the 2024 asset distribution
By assets, Bridgewater Associates, LP 401(k) Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 6.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $526M |
|---|---|
| Net Assets (End of Year) | $614M |
| Net Income | $88M |
| Employer EIN | 271437501 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bridgewater Associates, LP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,226 | $444M |
| 2023 | 1 | 1,383 | $526M |
| 2024 | 1 | 1,251 | $614M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bridgewater Associates, LP 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bridgewater Associates, LP 401(k) Plan by total assets, not by location.
- The Laitram Employees' Incentive Savings Plan (LA) $614M · 2,567
- Stinson LLP Retirement Plan (MO) $614M · 872
- Informatica LLC 401(k) Retirement Plan (CA) $613M · 1,580
- 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC (MA) $613M · 921
Frequently Asked Questions
How did Bridgewater Associates, LP 401(k) Plan assets move in 2024? ▼
How have Bridgewater Associates, LP plan assets changed over time? ▼
Where does Bridgewater Associates, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Bridgewater Associates, LP 401(k) Plan
Scale reading
Ways to act on Bridgewater Associates, LP 401(k) Plan's numbers.
- By total assets, Bridgewater Associates, LP 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Bridgewater Associates, LP's sponsor-wide assets have grown 38.3% since 2022 across 3 plan years on file. More Finance & Insurance plans