401(k) · DOL Form 5500 · 2024

Western Asset Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$385M
Total assets Above avg plan size
498
Participants Below avg headcount
96th
Percentile by assets National rank
$773,465
Avg per participant High balance/head
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Official DOL plan name: The Western Asset Management 401(k) Plan · Sponsored by Western Asset Management Company, LLC · California · Finance & Insurance

$385M in assets, 498 participants

Western Asset Management Company, LLC's The Western Asset Management 401(k) Plan reported $385M in total assets and 498 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,041 in Finance & Insurance (8,549 peers)

Where The Western Asset Management 401(k) Plan sits by assets

The Western Asset Management 401(k) Plan sits in the top 5% of all filed plans by assets, $385M for 498 participants (~$773,465/participant), up 14.1% in 2024.

#8,041
in Finance & Insurance (8,549 peers)
+14.1%
assets growth YoY
3.9×
vs typical plan assets (national mean)

The Western Asset Management 401(k) Plan's outsized position by total assets

The Western Asset Management 401(k) Plan vs every filed plan by assets

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

$385,185,496 Top 4% higher than 96% 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

The Western Asset Management 401(k) 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. The Western Asset Management 401(k) Plan sits mid-pack in the medium band (498 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Western Asset Management 401(k) Plan end-of-year assets rose from $338M in the plan year 2023 filing to $385M in the plan year 2024 filing.
  • The Western Asset Management 401(k) Plan reported participants fell from 558 in the plan year 2023 filing to 498 in the plan year 2024 filing.
  • The Western Asset Management 401(k) Plan reported net income rose from $46M in the plan year 2023 filing to $47M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952705767 · Western Asset Management Company, LLC PY 2024 · 401(k)

The Western Asset Management 401(k) Plan · $385M · 498 · 96th

  • PART $385M
  • PART 498
  • PART 96th
  • PART 401(k)
  • PART near Novolex Holdings, LLC 401(k) Plan
  • PART ind #8041

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 California →

The Western Asset Management 401(k) Plan in the asset neighbourhood

Oregon Anesthesiology Group, P.C. 401(k) Profit Sharing PlanOregon Anesthesiology Group,…$386MNovolex Holdings, LLC 401(k) PlanNovolex Holdings, LLC 401(k)…$385MThe Western Asset Management 401(k) PlanThe Western Asset Management…$385MCommerzbank Aktiengesellschaft 401(k) Savings PlanCommerzbank Aktiengesellscha…$385MAvalonbay Communities, Inc. Associates Savings PlanAvalonbay Communities, Inc. …$385M
End-of-year total assets ($M) among The Western Asset Management 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)$338M
Net Assets (End of Year)$385M
Net Income$47M
Employer EIN952705767
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Asset Management Company, LLC)

Sponsor-wide plan assets over time

All Western Asset Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$385M 32.069730437484594% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $292M $385M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 576 $292M
2023 1 558 $338M
2024 1 498 $385M

Nearby 401(k) Plans in California

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

The Western Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Western Asset Management 401(k) Plan, Total assets ($B): 0.385185496 · Participants: 498The Western Asset Management 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Western Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Western Asset Management 401(k) Plan side-by-side with 3 peers →

The Western Asset Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Novolex Holdings, LLC 401(k) Plan in SC ($385M); by covered participants it is Direct Auction Services, LLC 401(k) Plan in TN (498 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (498 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 The Western Asset Management 401(k) Plan assets move in 2024? ▼
The Western Asset Management 401(k) Plan grew at a solid clip - up 14.1% during 2024, from $338M to $385M. Reported net income was $47M.
How have Western Asset Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Asset Management Company, LLC's sponsor-wide assets grew 32.1%, from $292M to $385M.
Where does The Western Asset Management 401(k) Plan rank by assets among Form 5500 filers? ▼
The Western Asset Management 401(k) Plan ranks in the 96th 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 The Western Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novolex Holdings, LLC 401(k) Plan in SC ($385M, 6,315 participants).
Which 401(k) plans cover a similar participant headcount to The Western Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Auction Services, LLC 401(k) Plan in TN (498 participants, $3M 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 952705767.

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.