401(k) · DOL Form 5500 · 2024

Worldquant, LLC 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
336
Participants Below avg headcount
91st
Percentile by assets National rank
$306,936
Avg per participant High balance/head
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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.

  • #7,302 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Worldquant, LLC 401(k) Savings and Retirement Plan covers 336 participants in Connecticut, about 47% of the average Connecticut filer (state average ~718 per filing). Assets: $103M.

#7,302
in Finance & Insurance (8,549 peers)
+32.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Worldquant, LLC 401(k) Savings and Retirement Plan's outsized position by total assets

Worldquant, LLC 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$103,130,371 Top 9% higher than 91% 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

Worldquant, LLC 401(k) Savings and Retirement 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. Worldquant, LLC 401(k) Savings and Retirement Plan sits mid-pack in the medium band (336 participants).

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 →

Plan-year Form 5500 strip

Filing strip 300484922 · Worldquant, LLC PY 2024 · 401(k)

Worldquant, LLC 401(k) Savings and Retirement Plan · $103M · 336 · 91st

  • BOOK $103M
  • VS-ST 336
  • BOY 91st
  • SCH 401(k)
  • EBSA near Indium Corporation of America Employees' Profit Sharing and 401(k) Plan
  • PART ind #7302

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 →

Worldquant, LLC 401(k) Savings and Retirement Plan in the asset neighbourhood

Baxter Healthcare of Puerto Rico Retirement Savings PlanBaxter Healthcare of Puerto …$103MWorldquant, LLC 401(k) Savings and Retirement PlanWorldquant, LLC 401(k) Savin…$103MIndium Corporation of America Employees' Profit Sharing and 401(k) PlanIndium Corporation of Americ…$103MMedical Information Technology, Inc. 401(k) PlanMedical Information Technolo…$103MHealthalliance 403(b) Plan$103M
End-of-year total assets ($M) among Worldquant, LLC 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Worldquant, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$103M 65.09435549503772% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $62.5M $103M ▲ +65.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Worldquant, LLC 401(k) Savings and Retirement Plan, Total assets ($B): 0.103130371 · Participants: 336Worldquant, LLC 401(k) Savings and Retirement 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
Worldquant, LLC 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Worldquant, LLC 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Worldquant, LLC 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Indium Corporation of America Employees' Profit Sharing and 401(k) Plan in NY ($103M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Worldquant, LLC 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M 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 300484922.

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.