401(k) · DOL Form 5500 · 2024
Western Asset Management Company, LLC 401(k) Plan
Data updated 2026-08-11
- $385M
- Total assets
- 498
- Participants
- 96th
- Percentile by assets
- $773,465
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $385M
- total plan assets (2024 EOY)
- 498
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $773,465
- avg assets per participant
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.
The Western Asset Management 401(k) Plan vs the 2024 asset distribution
By assets, The Western Asset Management 401(k) Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $338M |
|---|---|
| Net Assets (End of Year) | $385M |
| Net Income | $47M |
| Employer EIN | 952705767 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Asset Management Company, LLC)
| 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
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Western Asset Management 401(k) Plan by total assets, not by location.
- Novolex Holdings, LLC 401(k) Plan (SC) $385M · 6,315
- Commerzbank Aktiengesellschaft 401(k) Savings Plan (NY) $385M · 261
- Avalonbay Communities, Inc. Associates Savings Plan (VA) $385M · 2,931
- Oregon Anesthesiology Group, P.C. 401(k) Profit Sharing Plan (OR) $386M · 213
Frequently Asked Questions
How did The Western Asset Management 401(k) Plan assets move in 2024? ▼
How have Western Asset Management Company, LLC plan assets changed over time? ▼
Where does The Western Asset Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Western Asset Management 401(k) Plan? ▼
Next read for The Western Asset Management 401(k) Plan
Scale reading
Ways to act on The Western Asset Management 401(k) Plan's numbers.
- By total assets, The Western Asset Management 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 California. Compare plans
- Western Asset Management Company, LLC's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Finance & Insurance plans