2023 Form 5500 filing — Bridgewater Associates, Lp 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927073940NAL0001063907001) for Bridgewater Associates, Lp 401(K) Plan, reported by Bridgewater Associates, Lp under EIN 27-1437501 and plan number 001. It reports 2,871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927073940NAL0001063907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridgewater Associates, Lp
- EIN
- 27-1437501
- Plan number
- 001
- Location
- Westport, CT
- Participants
- 2,871
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $526,342,945
- Net assets (EOY)
- $526,342,945
- Employer contributions
- $18,476,513
- Participant contributions
- $26,370,690
- Total income / additions
- $115,225,983
- Benefits paid
- $32,767,856
- Administrative expenses
- $59,784
- Total expenses
- $32,891,967
- Net increase / (decrease)
- $82,334,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenline Partners LLC | NONE | $47,786 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,581 | $0 |