Plan5500

Goldentree Asset Management Lp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Goldentree Asset Management Lp (EIN 13-4118850) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-4118850
Location
New York, NY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62MSummed across loaded plans$62,020,728
Total reported assets$62M$62,020,728
Total reported participants681
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$62M total assets
Net assets$62MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$4.6M
Total income / additions$15.7M
Expenses & distributions
Benefits paid / distributions$5.7M
Total expenses$5.8M
Net increase / (decrease)$9.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Goldentree Asset Management Retirement Plan
Participants per plan341Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Goldentree Asset Management Retirement Plan$62M
    Plan #001 · 425 participants · 2023
  2. 2
    Goldentree Asset Management Lp Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 256 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Goldentree Asset Management Lp
YearPlanParticipantsSchedulesFiling
2023Goldentree Asset Management Lp Employee Benefits Plan256C20240828152352NAL0022261072001
2023Goldentree Asset Management Retirement Plan425H, C20241003155428NAL0005884179001

Related Form 5500 pages