401(k) · DOL Form 5500 · 2024

Balyasny Asset Management, L.P. 401(k) Plan

Data updated 2026-08-11

$263M
Total assets: 1,341
Participants: 95th
Percentile by assets: $196,088
Avg per participant

Official DOL plan name: Balyasny Asset Management 401(k) Plan · Sponsored by Balyasny Asset Management, L.P. · Illinois · Finance & Insurance

$263M in assets, 1,341 participants

Balyasny Asset Management, L.P.'s Balyasny Asset Management 401(k) Plan reported $263M in total assets and 1,341 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 123,622 plans)
#7,892 in Finance & Insurance (8,549 peers)

Where Balyasny Asset Management 401(k) Plan sits by assets

Balyasny Asset Management 401(k) Plan sits in the top 5% of all filed plans by assets, $263M for 1,341 participants (~$196,088/participant), up 27.5% in 2024.

$263M
total plan assets (2024 EOY): 1,341
covered participants: 95th
percentile by assets (of 123,622 plans): $196,088
avg assets per participant

Where Balyasny Asset Management 401(k) Plan sits by total assets

Balyasny Asset Management 401(k) Plan vs every filed plan by assets

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

$262,953,598 Top 5% higher than 95% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Balyasny Asset Management 401(k) Plan end-of-year assets rose from $206M in the plan year 2023 filing to $263M in the plan year 2024 filing.
Balyasny Asset Management 401(k) Plan reported participants rose from 1,109 in the plan year 2023 filing to 1,341 in the plan year 2024 filing.
Balyasny Asset Management 401(k) Plan reported net income fell from $65M in the plan year 2023 filing to $57M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Finance & Insurance

Balyasny Asset Management 401(k) Plan vs the 2024 asset distribution

By assets, Balyasny Asset Management 401(k) Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$206M
Net Assets (End of Year)	$263M
Net Income	$57M
Employer EIN	364486492
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Balyasny Asset Management, L.P.)

Total plan assets by year, all Balyasny Asset Management, L.P. plans on file

Year	Plans	Participants	Total Assets
2022	1	812	$141M
2023	1	1,109	$206M
2024	1	1,341	$263M

Nearby 401(k) Plans in Illinois

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

Balyasny Asset Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Balyasny Asset Management 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Balyasny Asset Management 401(k) Plan by total assets, not by location.

Cherry Bekaert Advisory LLC 401(k) Plan (VA) $263M · 2,470
Viad Corp Capital Accumulation Plan (AZ) $263M · 2,080
Omnissa 401(k) Plan (CA) $263M · 1,596
Gallup Retirement and Savings Plan (NE) $263M · 1,060

Frequently Asked Questions

How did Balyasny Asset Management 401(k) Plan assets move in 2024? ▼

Balyasny Asset Management 401(k) Plan grew sharply - up 27.5% during 2024, from $206M to $263M. Reported net income was $57M.

How have Balyasny Asset Management, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Balyasny Asset Management, L.P.'s sponsor-wide assets grew 86.5%, from $141M to $263M.

Where does Balyasny Asset Management 401(k) Plan rank by assets among Form 5500 filers? ▼

Balyasny Asset Management 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Balyasny Asset Management 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cherry Bekaert Advisory LLC 401(k) Plan in VA ($263M, 2,470 participants).

Next read for Balyasny Asset Management 401(k) Plan

Scale reading

Ways to act on Balyasny Asset Management 401(k) Plan's numbers.

By total assets, Balyasny 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 Illinois. Compare plans
Balyasny Asset Management, L.P.'s sponsor-wide assets have grown 86.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 364486492.