401(k) · DOL Form 5500 · 2024

Bridgewater Associates, LP 401(k) Plan

Data updated 2026-08-25

$614M
Total assets Above avg plan size
1,251
Participants Near avg headcount
98th
Percentile by assets National rank
$490,708
Avg per participant High balance/head
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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.

  • #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.

#8,189
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY
6.2×
vs typical plan assets (national mean)

Bridgewater Associates, LP 401(k) Plan's outsized position by total assets

Bridgewater Associates, LP 401(k) Plan vs every filed plan by assets

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

$613,875,414 Top 2% higher than 98% 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

Bridgewater Associates, LP 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bridgewater Associates, LP 401(k) Plan lands in the large band (1,251 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271437501 · Bridgewater Associates, LP PY 2024 · 401(k)

Bridgewater Associates, LP 401(k) Plan · $614M · 1,251 · 98th

  • EOY $614M
  • EOY 1,251
  • EOY 98th
  • EOY 401(k)
  • EOY near The Laitram Employees' Incentive Savings Plan
  • EOY ind #8189

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 Connecticut →

Bridgewater Associates, LP 401(k) Plan in the asset neighbourhood

The Laitram Employees' Incentive Savings PlanThe Laitram Employees' Incen…$614MBridgewater Associates, LP 401(k) PlanBridgewater Associates, LP 4…$614MStinson LLP Retirement Plan$614MInformatica LLC 401(k) Retirement PlanInformatica LLC 401(k) Retir…$613M401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC401(k) Savings and Retiremen…$613M
End-of-year total assets ($M) among Bridgewater Associates, LP 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)$526M
Net Assets (End of Year)$614M
Net Income$88M
Employer EIN271437501
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bridgewater Associates, LP)

Sponsor-wide plan assets over time

All Bridgewater Associates, LP plans reported in each filing year

Latest sponsor-wide plan assets
$614M 38.25744797127717% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $444M $614M ▲ +38.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bridgewater Associates, LP 401(k) Plan, Total assets ($B): 0.613875414 · Participants: 1251Bridgewater Associates, LP 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Bridgewater Associates, LP 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bridgewater Associates, LP 401(k) Plan side-by-side with 3 peers →

Bridgewater Associates, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Laitram Employees' Incentive Savings Plan in LA ($614M); by covered participants it is Goodleap, LLC 401(k) Plan in CA (1,251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,251 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 Bridgewater Associates, LP 401(k) Plan assets move in 2024? ▼
Bridgewater Associates, LP 401(k) Plan grew sharply - up 16.6% during 2024, from $526M to $614M. Reported net income was $88M.
How have Bridgewater Associates, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bridgewater Associates, LP's sponsor-wide assets grew 38.3%, from $444M to $614M.
Where does Bridgewater Associates, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Bridgewater Associates, LP 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bridgewater Associates, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Laitram Employees' Incentive Savings Plan in LA ($614M, 2,567 participants).
Which 401(k) plans cover a similar participant headcount to Bridgewater Associates, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Goodleap, LLC 401(k) Plan in CA (1,251 participants, $49M 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 271437501.

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.