401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$263M
Total assets Near avg plan size
1,341
Participants Near avg headcount
95th
Percentile by assets National rank
$196,088
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,892
in Finance & Insurance (8,549 peers)
+27.5%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Balyasny Asset Management 401(k) Plan's outsized position 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

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

Balyasny Asset Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balyasny Asset Management 401(k) Plan lands in the large band (1,341 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Published 5500 schedule card

Filing strip 364486492 · Balyasny Asset Management, L.P. PY 2024 · 401(k)

Balyasny Asset Management 401(k) Plan · $263M · 1,341 · 95th

  • SCH $263M
  • SCH 1,341
  • SCH 95th
  • SCH 401(k)
  • SCH near Cherry Bekaert Advisory LLC 401(k) Plan
  • SCH ind #7892

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 Illinois →

Balyasny Asset Management 401(k) Plan in the asset neighbourhood

Gallup Retirement and Savings PlanGallup Retirement and Saving…$263MViad Corp Capital Accumulation PlanViad Corp Capital Accumulati…$263MBalyasny Asset Management 401(k) PlanBalyasny Asset Management 40…$263MCherry Bekaert Advisory LLC 401(k) PlanCherry Bekaert Advisory LLC …$263MOmnissa 401(k) Plan$263M
End-of-year total assets ($M) among Balyasny Asset Management 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)$206M
Net Assets (End of Year)$263M
Net Income$57M
Employer EIN364486492
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Balyasny Asset Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$263M 86.54361383930221% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $141M $263M ▲ +86.5%
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 Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Balyasny Asset Management 401(k) Plan, Total assets ($B): 0.262953598 · Participants: 1341Balyasny Asset Management 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Balyasny Asset Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Balyasny Asset Management 401(k) Plan side-by-side with 3 peers →

Balyasny Asset Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cherry Bekaert Advisory LLC 401(k) Plan in VA ($263M); by covered participants it is Amphastar Pharmaceuticals, Inc. 401(k) Profit Sharing Plan in CA (1,341 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($263M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,341 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 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).
Which 401(k) plans cover a similar participant headcount to Balyasny Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amphastar Pharmaceuticals, Inc. 401(k) Profit Sharing Plan in CA (1,341 participants, $112M 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 364486492.

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.