Pgim, Inc. — 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, Pgim, Inc. (EIN 98-0546850) is a plan sponsor located in Newark, NJ with 1 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
98-0546850
Location
Newark, NJ
Loaded plans
1
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 Pgim, Inc.

  • 1 loaded plans hold $587.2M in reported assets.
  • The largest, Pgim Fixed Income Emerging Markets Long Short Master Fund Ltd, holds 100% of this company's reported plan assets.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$297.5MSummed across loaded plans$297,482,317
Total reported assets$587.2M$587,208,785
Total reported participantsNot reported
Total reported liabilities$289.7M$289,726,468

Reported net position

Reported assets = net assets + liabilities (summed)$587.2M total assets
Net assets$297.5MLiabilities$289.7M
Contributions & income
Total income / additions$13.9M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$11.6M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Pgim Fixed Income Emerging Markets Long Short Master Fund Ltd
Loaded plans1
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 · not reported in the loaded dataset participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Pgim, Inc.. Open one for its full reported snapshot.

  1. 2023
    Pgim Fixed Income Emerging Markets Long Short Master Fund LtdParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pgim, Inc. report on Form 5500?
Pgim, Inc. (EIN 98-0546850) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pgim, Inc.?
The Employer Identification Number (EIN) reported for Pgim, Inc. is 98-0546850.
What is the latest Form 5500 filing year for Pgim, Inc.?
The latest loaded Form 5500 filing year for Pgim, Inc. is 2023.

Related Form 5500 pages