401(k) · DOL Form 5500 · 2022

World Economic Forum LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
133
Participants Small participant base
84th
Percentile by assets National rank
$257,440
Avg per participant Above avg balance/head
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Official DOL plan name: World Economic Forum LLC 401(k) Plan · Sponsored by World Economic Forum LLC · New York · Educational Services

$34M in assets, 133 participants

World Economic Forum LLC's World Economic Forum LLC 401(k) Plan reported $34M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,857 in Educational Services (4,024 peers)

Coverage in New York

World Economic Forum LLC 401(k) Plan covers 133 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $34M.

#2,857
in Educational Services (4,024 peers)
-14.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

World Economic Forum LLC 401(k) Plan's outsized position by total assets

World Economic Forum LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,239,484 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

World Economic Forum LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. World Economic Forum LLC 401(k) Plan sits mid-pack in the medium band (133 participants).

EBSA filing schedule strip

Filing strip 203908371 · World Economic Forum LLC PY 2022 · 401(k)

World Economic Forum LLC 401(k) Plan · $34M · 133 · 84th

  • BOOK $34M
  • VS-ST 133
  • BOY 84th
  • SCH 401(k)
  • EBSA near Cbi Retirement Plan
  • PART ind #2857

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →

World Economic Forum LLC 401(k) Plan in the asset neighbourhood

World Economic Forum LLC 401(k) PlanWorld Economic Forum LLC 401…$34MCbi Retirement Plan$34MM-D Building Products, Inc. 401(k) PlanM-D Building Products, Inc. …$34MInfocision, Inc. 401(k) Plan$34MCase Foods, Inc. 401(k) Plan$34M
End-of-year total assets ($M) among World Economic Forum LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$34M
Net Income-$6M
Employer EIN203908371
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (World Economic Forum LLC)

Sponsor-wide plan assets over time

All World Economic Forum LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 44.082796341206546% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.2M $49.3M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 133 $34M
2023 1 132 $41M
2024 1 133 $49M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

World Economic Forum LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants World Economic Forum LLC 401(k) Plan, Total assets ($B): 0.034239484 · Participants: 133World Economic Forum LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
World Economic Forum LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare World Economic Forum LLC 401(k) Plan side-by-side with 3 peers →

World Economic Forum LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cbi Retirement Plan in OH ($34M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did World Economic Forum LLC 401(k) Plan assets move in 2022? ▼
World Economic Forum LLC 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $40M to $34M. Reported net income was -$6M.
How have World Economic Forum LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), World Economic Forum LLC's sponsor-wide assets grew 44.1%, from $34M to $49M.
Where does World Economic Forum LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
World Economic Forum LLC 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to World Economic Forum LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cbi Retirement Plan in OH ($34M, 106 participants).
Which 401(k) plans cover a similar participant headcount to World Economic Forum LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203908371.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.