Plan Ledger DOL Form 5500 · updated monthly

D. E. Shaw & Co., L.P.401(k)

D. E. SHAW & CO. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

D. E. Shaw & Co., L.P. reported $31,855 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,838 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 0.003% to 0.005%. 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 164th-largest of 5,648 plans among New York employers on file, and the 234th of 4,798 in finance & insurance. In 2024, employees put in $2.94 for every $1.00 the employer contributed; active participation has grown from 1,101 to 1,342 since 2022.

Plan summary
Net assets, end of year$719,229,988
Participants with balances2,127
Active participants1,342
Employer contributions$13,203,132
Employee contributions$38,862,650
Employer contribution per active participant$9,838
Average account balance$338,143
Benefits paid to participants$24,675,395
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$719.2M · 2,127 accts · $13.2M emplr
2023$592.2M · 2,020 accts · $10.9M emplr
2022$463.6M · 1,767 accts · $8.4M emplr
The D. E. Shaw & Co., L.P. 401(k) match · 2024
Employer contribution per active participant$9,838
Median for plans this size$4,294
2024$9,838 per active participant
2023$8,412 per active participant
2022$7,602 per active participant

D. E. Shaw & Co., L.P.'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
THE VANGUARD GROUP, INC · Recordkeeping · Trustee (directed)$1,955
VANGUARD ADVISORS INC. · Investment advisory (participants)$30,980

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,855 · 0.00%
2023$20,085 · 0.00%
2022$16,830 · 0.00%
Same employer
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Oppenheimer & Co. Inc NY$807.6M · 0.01%
Two Sigma Investments, LP NY$698.4M · 0.00%
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Source: U.S. Department of Labor, Form 5500 series, EIN 133695715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.