Plan Ledger DOL Form 5500 · updated monthly

POINT72, L.P.401(k)

POINT72, L.P. 401(K) PLAN · STAMFORD, 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

POINT72, L.P. reported $62,910 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,054 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 fell from 0.02% to 0.01%. 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 44th-largest of 1,106 plans among Connecticut employers on file, and the 280th of 4,798 in finance & insurance. In 2024, employees put in $3.04 for every $1.00 the employer contributed; active participation has grown from 1,574 to 2,022 since 2022.

Plan summary
Net assets, end of year$582,152,873
Participants with balances2,854
Active participants2,022
Employer contributions$18,307,006
Employee contributions$55,705,857
Employer contribution per active participant$9,054
Average account balance$203,978
Benefits paid to participants$33,406,628
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$582.2M · 2,854 accts · $18.3M emplr
2023$445.9M · 2,649 accts · $8.5M emplr
2022$332.5M · 2,237 accts · $6.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,587
Investment management$323
Total administrative$62,910
The POINT72, L.P. 401(k) match · 2024
Employer contribution per active participant$9,054
Median for plans this size$4,294
2024$9,054 per active participant
2023$4,369 per active participant
2022$3,966 per active participant

POINT72, 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$63,036

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$62,910 · 0.01%
2023$37,452 · 0.01%
2022$88,521 · 0.02%
Same employer
Similar plansFinance & Insurance · Connecticut
Synchrony Financial CT$1.6B · 0.03%
Xl America, Inc. CT$1.3B · 0.00%
Bridgewater Associates, LP CT$613.9M · 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 813985683 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.