The Baupost Group, L.L.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Baupost Group, L.L.C. (EIN 04-3402144) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3402144
Location
Boston, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Baupost Group, L.L.C.

  • 2 loaded plans hold $132.8M in reported assets.
  • The largest, Baupost Group Savings Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 642 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$132.8MSummed across loaded plans$132,760,855
Total reported assets$132.8M$132,760,855
Total reported participants642
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$132.8M total assets
Net assets$132.8MLiabilities
Contributions & income
Employer contributions$2.9M
Participant contributions$5M
Total income / additions$27.1M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.3M
Net increase / (decrease)$23.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Baupost Group Savings Retirement Plan
Participants per plan321Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 370 participants · 2023
  2. 2
    The Baupost Group, L.L.C. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 272 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Baupost Group, L.L.C.. Open one for its full reported snapshot.

  1. 2023
    The Baupost Group, L.L.C. Health And Welfare Plan272 participants · 2No schedules
    View filing →
  2. 2023
    Baupost Group Savings Retirement Plan370 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Baupost Group, L.L.C. report on Form 5500?
The Baupost Group, L.L.C. (EIN 04-3402144) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Baupost Group, L.L.C.?
The Employer Identification Number (EIN) reported for The Baupost Group, L.L.C. is 04-3402144.
What is the latest Form 5500 filing year for The Baupost Group, L.L.C.?
The latest loaded Form 5500 filing year for The Baupost Group, L.L.C. is 2023.

Related Form 5500 pages