401(k) · DOL Form 5500 · 2024

Worldquant, LLC 401(k) Plan

Data updated 2026-08-06

$103M
Total assets
336
Participants
91st
Percentile by assets
$306,936
Avg per participant
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Official DOL plan name: Worldquant, LLC 401(k) Savings and Retirement Plan · Sponsored by Worldquant, LLC · Connecticut · Finance & Insurance

$103M in assets, 336 participants

Worldquant, LLC's Worldquant, LLC 401(k) Savings and Retirement Plan reported $103M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 116,472 plans)
  • #7,056 in Finance & Insurance (8,240 peers)

Coverage in Connecticut

Worldquant, LLC 401(k) Savings and Retirement Plan covers 336 participants in Connecticut, about 45% of the average Connecticut filer (state average ~740 per filing). Assets: $103M.

$103M
total plan assets (2024 EOY)
336
covered participants
91st
percentile by assets (of 116,472 plans)
$306,936
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Worldquant, LLC 401(k) Savings and Retirement Plan end-of-year assets rose from $78M in the plan year 2023 filing to $103M in the plan year 2024 filing.
  • Worldquant, LLC 401(k) Savings and Retirement Plan reported net income rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Worldquant, LLC 401(k) Savings and Retirement Plan reported participants rose from 317 in the plan year 2023 filing to 336 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Connecticut filers

In Connecticut, the average filing covers about 740 participants across 1,756 plans. Worldquant, LLC 401(k) Savings and Retirement Plan reports 336 participants - about 45% of that state average ($103M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$97M
Net Income$19M
Employer EIN300484922
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worldquant, LLC)

$40M$60M$80M$100M$120M 202220232024 $62.5M $103M ▲ +65.1%
Total plan assets by year, all Worldquant, LLC plans on file
Year Plans Participants Total Assets
2022 1 271 $62M
2023 1 317 $78M
2024 1 336 $103M

Nearby 401(k) Plans in Connecticut

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

Worldquant, LLC 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Worldquant, LLC 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Worldquant, LLC 401(…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Eversource 401(k) PlanXerox Corporation Sa…
Worldquant, LLC 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Worldquant, LLC 401(k) Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Worldquant, LLC 401(k) Savings and Retirement Plan assets move in 2024?
Worldquant, LLC 401(k) Savings and Retirement Plan surged - up 32.0% during 2024, from $78M to $103M. Reported net income was $19M.
How have Worldquant, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Worldquant, LLC's sponsor-wide assets grew 65.1%, from $62M to $103M.
Where does Worldquant, LLC 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers?
Worldquant, LLC 401(k) Savings and Retirement Plan ranks in the 91st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Worldquant, LLC 401(k) Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Indium Corporation of America Employees' Profit Sharing and 401(k) Plan in NY ($103M, 1,065 participants).

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Filing takeaways

Ways to act on Worldquant, LLC 401(k) Savings and Retirement Plan's numbers.