Plain-English plan 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, Bridgewater Associates, Lp 401(K) Plan is a benefit plan reported by Bridgewater Associates, Lp under EIN 27-1437501 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,871 participants and $526,342,945 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $526,342,945
- Net assets (EOY)
- $526,342,945
- Net assets (BOY)
- $444,008,929
Income & contributions
- Employer contributions
- $18,476,513
- Participant contributions
- $26,370,690
- Total contributions
- $48,178,645
- Total income / additions
- $115,225,983
Expenses & distributions
- Benefits paid
- $32,767,856
- Administrative expenses
- $59,784
- Total expenses
- $32,891,967
- Net increase / (decrease)
- $82,334,016