Plan Ledger DOL Form 5500 · updated monthly

Bridgewater Associates, LP401(k)

BRIDGEWATER ASSOCIATES, LP 401(K) PLAN · WESTPORT, CT · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Bridgewater Associates, LP reported $66,792 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,308 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.011% to 0.012%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 42nd-largest of 1,106 plans among Connecticut employers on file, and the 266th of 4,798 in finance & insurance. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$613,875,414
Participants with balances2,665
Active participants1,213
Employer contributions$13,717,063
Employee contributions$26,582,484
Employer contribution per active participant$11,308
Average account balance$230,347
Benefits paid to participants$27,388,316
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$613.9M · 2,665 accts · $13.7M emplr
2023$526.3M · 2,653 accts · $18.5M emplr
2022$444.0M · 2,773 accts · $17.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,350
Investment management$62,442
Total administrative$66,792
The Bridgewater Associates, LP 401(k) match · 2024
Employer contribution per active participant$11,308
Median for plans this size$4,294
2024$11,308 per active participant
2023$15,320 per active participant
2022$13,308 per active participant

Bridgewater Associates, LP's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GREENLINE PARTNERS LLC · Investment advisory (participants)$52,777
CHARLES SCHWAB & CO., INC. · Securities brokerage$2,880

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$66,792 · 0.01%
2023$59,784 · 0.01%
2022$51,997 · 0.01%
Same employer
Similar plansFinance & Insurance · Connecticut
General Re Corporation CT$1.7B · 0.01%
Synchrony Financial CT$1.6B · 0.03%
Xl America, Inc. CT$1.3B · 0.00%
POINT72, L.P. CT$582.2M · 0.01%
Ibg LLC CT$437.0M
Lone Pine Capital LLC CT$364.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271437501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.