401(k) · DOL Form 5500 · 2024

Soros Fund Management LLC 401(k) Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
170
Participants Small participant base
92nd
Percentile by assets National rank
$783,165
Avg per participant High balance/head
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Official DOL plan name: Soros Fund Management LLC Profit Sharing Plan · Sponsored by Soros Fund Management LLC · New York · Finance & Insurance

$133M in assets, 170 participants

Soros Fund Management LLC's Soros Fund Management LLC Profit Sharing Plan reported $133M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,514 in Finance & Insurance (8,549 peers)

Coverage in New York

Soros Fund Management LLC Profit Sharing Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $133M.

#7,514
in Finance & Insurance (8,549 peers)
+13.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Soros Fund Management LLC Profit Sharing Plan's outsized position by total assets

Soros Fund Management LLC Profit Sharing Plan vs every filed plan by assets

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

$133,138,012 Top 8% higher than 92% 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

Soros Fund Management LLC Profit Sharing 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. Soros Fund Management LLC Profit Sharing Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Soros Fund Management LLC Profit Sharing Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Soros Fund Management LLC Profit Sharing Plan end-of-year assets rose from $118M in the plan year 2023 filing to $133M in the plan year 2024 filing.
  • Soros Fund Management LLC Profit Sharing Plan reported participants rose from 160 in the plan year 2023 filing to 170 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133914976 · Soros Fund Management LLC PY 2024 · 401(k)

Soros Fund Management LLC Profit Sharing Plan · $133M · 170 · 92nd

  • 5500 $133M
  • 5500 170
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan
  • 5500 ind #7514

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 →

Soros Fund Management LLC Profit Sharing Plan in the asset neighbourhood

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing PlanVista Family of Companies 40…$133MHenny Penny Corporation Employees 401(k) Retirement PlanHenny Penny Corporation Empl…$133MMidwest Physician Anesthesia Services, Inc. Profit Sharing PlanMidwest Physician Anesthesia…$133MMakino 401(k) Savings Plan$133MSoros Fund Management LLC Profit Sharing PlanSoros Fund Management LLC Pr…$133M
End-of-year total assets ($M) among Soros Fund Management LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$133M
Net Income$15M
Employer EIN133914976
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soros Fund Management LLC)

Sponsor-wide plan assets over time

All Soros Fund Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$133M 34.91145135952575% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $98.7M $133M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 172 $99M
2023 1 160 $118M
2024 1 170 $133M

Nearby 401(k) Plans in New York

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

Soros Fund Management LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Soros Fund Management LLC Profit Sharing Plan, Total assets ($B): 0.133138012 · Participants: 170Soros Fund Management LLC Profit Sharing 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
Soros Fund Management LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Soros Fund Management LLC Profit Sharing Plan side-by-side with 3 peers →

Soros Fund Management LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan in OH ($133M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Soros Fund Management LLC Profit Sharing Plan assets move in 2024? ▼
Soros Fund Management LLC Profit Sharing Plan grew at a solid clip - up 13.1% during 2024, from $118M to $133M. Reported net income was $15M.
How have Soros Fund Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soros Fund Management LLC's sponsor-wide assets grew 34.9%, from $99M to $133M.
Where does Soros Fund Management LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Soros Fund Management LLC Profit Sharing Plan ranks in the 92nd 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 Soros Fund Management LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan in OH ($133M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Soros Fund Management LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M 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 133914976.

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.