401(k) · DOL Form 5500 · 2024

Btg Pactual Asset Managementus 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
426
Participants Below avg headcount
86th
Percentile by assets National rank
$138,412
Avg per participant Near avg balance/head
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Official DOL plan name: Btg Pactual 401(k) Plan · Sponsored by Btg Pactual Asset Managementus · New York · Finance & Insurance

$59M in assets, 426 participants

Btg Pactual Asset Managementus's Btg Pactual 401(k) Plan reported $59M in total assets and 426 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,678 in Finance & Insurance (8,549 peers)

Where Btg Pactual 401(k) Plan sits by assets

Btg Pactual 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 426 participants (~$138,412/participant), up 24.5% in 2024.

#6,678
in Finance & Insurance (8,549 peers)
+24.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Btg Pactual 401(k) Plan's outsized position by total assets

Btg Pactual 401(k) Plan vs every filed plan by assets

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

$58,963,655 Top 14% higher than 86% 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

Btg Pactual 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. Btg Pactual 401(k) Plan sits mid-pack in the medium band (426 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Btg Pactual 401(k) Plan reported participants rose from 314 in the plan year 2023 filing to 426 in the plan year 2024 filing.
  • Btg Pactual 401(k) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Btg Pactual 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800260014 · Btg Pactual Asset Managementus PY 2024 · 401(k)

Btg Pactual 401(k) Plan · $59M · 426 · 86th

  • NET $59M
  • BOOK 426
  • VS-ST 86th
  • BOY 401(k)
  • SCH near 401(k) Profit Sharing Plan of Vna Care Network, Inc.
  • EBSA ind #6678

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 New York →

Btg Pactual 401(k) Plan in the asset neighbourhood

S&k Technologies, Inc. 401(k) Profit Sharing Plan and TrustS&k Technologies, Inc. 401(k…$59M401(k) Profit Sharing Plan of Vna Care Network, Inc.401(k) Profit Sharing Plan o…$59MUnio Health Partners, LLC Employees' 401(k) Profit Sharing PlanUnio Health Partners, LLC Em…$59MBtg Pactual 401(k) Plan$59MApplied Aerospace 401(k) Savings PlanApplied Aerospace 401(k) Sav…$59M
End-of-year total assets ($M) among Btg Pactual 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)$47M
Net Assets (End of Year)$59M
Net Income$12M
Employer EIN800260014
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Btg Pactual Asset Managementus)

Sponsor-wide plan assets over time

All Btg Pactual Asset Managementus plans reported in each filing year

Latest sponsor-wide plan assets
$59M 62.70961776096083% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.2M $59M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 236 $36M
2023 1 314 $47M
2024 1 426 $59M

Nearby 401(k) Plans in New York

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

Btg Pactual 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Btg Pactual 401(k) Plan, Total assets ($B): 0.058963655 · Participants: 426Btg Pactual 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Btg Pactual 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Btg Pactual 401(k) Plan side-by-side with 3 peers →

Btg Pactual 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 401(k) Profit Sharing Plan of Vna Care Network, Inc. in MA ($59M); by covered participants it is Recreation Centers of Sun City West Retirement Plan in AZ (426 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (426 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 Btg Pactual 401(k) Plan assets move in 2024? ▼
Btg Pactual 401(k) Plan grew sharply - up 24.5% during 2024, from $47M to $59M. Reported net income was $12M.
How have Btg Pactual Asset Managementus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Btg Pactual Asset Managementus's sponsor-wide assets grew 62.7%, from $36M to $59M.
Where does Btg Pactual 401(k) Plan rank by assets among Form 5500 filers? ▼
Btg Pactual 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Btg Pactual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan of Vna Care Network, Inc. in MA ($59M, 741 participants).
Which 401(k) plans cover a similar participant headcount to Btg Pactual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recreation Centers of Sun City West Retirement Plan in AZ (426 participants, $14M 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 800260014.

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.