Plan Ledger DOL Form 5500 · updated monthly

The Baupost Group, L.L.C.401(k)

BAUPOST GROUP SAVINGS RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

The Baupost Group, L.L.C. reported $1,200 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,514 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 0.001% to 0.001%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 320th-largest of 2,726 plans among Massachusetts employers on file, and the 715th of 4,798 in finance & insurance. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$156,228,828
Participants with balances367
Active participants240
Employer contributions$3,003,417
Employee contributions$5,089,339
Employer contribution per active participant$12,514
Average account balance$425,692
Benefits paid to participants$5,236,542
Plan auditUnmodified (clean) audit opinion
AuditorLEE & CROWLEY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$156.2M · 367 accts · $3.0M emplr
2023$132.8M · 381 accts · $2.9M emplr
2022$108.9M · 370 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,200
Total administrative$1,200
The The Baupost Group, L.L.C. 401(k) match · 2024
Employer contribution per active participant$12,514
Median for plans this size$3,635
2024$12,514 per active participant
2023$10,934 per active participant
2022$10,528 per active participant

The Baupost Group, L.L.C.'s 2024 employer contribution ran above the $3,635 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.

Administrative cost history3
2024$1,200 · 0.00%
2023$375 · 0.00%
2022$825 · 0.00%
Same employer
Similar plansFinance & Insurance · Massachusetts
Brookline Bancorp, Inc. MA$168.7M · 0.09%
Fallon Community Health Plan MA$167.2M · 0.13%
Arrowstreet Capital L.P. MA$164.7M · 0.03%
Berkshire Partners LLC MA$122.4M · 0.06%
Gordon Brothers Group, LLC MA$121.3M · 0.01%
Bracebridge Capital, LLC MA$119.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043402144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.