Plan Ledger DOL Form 5500 · updated monthly

Two Sigma Investments, LP401(k)

TWO SIGMA 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

Two Sigma Investments, LP reported $27,617 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,741 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 1 year on file its reported administrative ratio fell from 0.01% to 0.00%. 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 167th-largest of 5,648 plans among New York employers on file, and the 238th of 4,798 in finance & insurance. In 2024, employees put in $7.12 for every $1.00 the employer contributed; active participation has shrunk from 1,933 to 1,668 since 2022.

Plan summary
Net assets, end of year$698,403,150
Participants with balances2,562
Active participants1,668
Employer contributions$9,575,569
Employee contributions$68,151,169
Employer contribution per active participant$5,741
Average account balance$272,601
Benefits paid to participants$35,830,064
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$698.4M · 2,562 accts · $9.6M emplr
2023$556.1M · 2,570 accts · $9.7M emplr
2022$408.9M · 2,441 accts · $8.1M emplr
Administrative expenses, itemized · 2024
Investment management$105,251
Total administrative$27,617
The Two Sigma Investments, LP 401(k) match · 2024
Employer contribution per active participant$5,741
Median for plans this size$4,294
2024$5,741 per active participant
2023$4,881 per active participant
2022$4,207 per active participant

Two Sigma Investments, LP's 2024 employer contribution ran above the $4,294 median for plans its size. 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$105,251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$27,617 · 0.00%
2023$55,007 · 0.01%
2022Not separately reported
Same employer
Similar plansFinance & Insurance · New York
Oppenheimer & Co. Inc NY$807.6M · 0.01%
D. E. Shaw & Co., L.P. NY$719.2M · 0.00%
Jane Street Group, LLC NY$686.9M · 0.01%
Hf Management Services, LLC NY$678.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134181471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.