Defined Benefit (Pension) · DOL Form 5500 · 2022

Warburg Pincus LLC Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
92
Participants Small participant base
86th
Percentile by assets National rank
$442,130
Avg per participant High balance/head
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Official DOL plan name: Warburg Pincus LLC Cash Balance Retirement Plan · Sponsored by Warburg Pincus LLC · New York · Finance & Insurance

$41M in assets, 92 participants

Warburg Pincus LLC's Warburg Pincus LLC Cash Balance Retirement Plan reported $41M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,210 in Finance & Insurance (9,261 peers)

Where Warburg Pincus LLC Cash Balance Retirement Plan sits by assets

Warburg Pincus LLC Cash Balance Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 92 participants (~$442,130/participant), down 11.8% in 2022.

#7,210
in Finance & Insurance (9,261 peers)
-11.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warburg Pincus LLC Cash Balance Retirement Plan's outsized position by total assets

Warburg Pincus LLC Cash Balance Retirement Plan vs every filed plan by assets

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

$40,675,997 Top 14% higher than 86% 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

Warburg Pincus LLC Cash Balance Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warburg Pincus LLC Cash Balance Retirement Plan is a small filing (92 participants) on this national headcount ladder.

DOL schedule card

Filing strip 133536050 · Warburg Pincus LLC PY 2022 · Defined Benefit (Pension)

Warburg Pincus LLC Cash Balance Retirement Plan · $41M · 92 · 86th

  • BOY $41M
  • BOY 92
  • BOY 86th
  • BOY Defined Benefit (Pension)
  • BOY near Retirement Programs of Nl Industries, Inc.
  • BOY ind #7210

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 Finance & Insurance retirement plans → · Plans in New York →

Warburg Pincus LLC Cash Balance Retirement Plan in the asset neighbourhood

Vedder Price P.C. Defined Benefit Pension PlanVedder Price P.C. Defined Be…$41MWarburg Pincus LLC Cash Balance Retirement PlanWarburg Pincus LLC Cash Bala…$41MRetirement Programs of Nl Industries, Inc.Retirement Programs of Nl In…$41MDolese Pension Plan$41MMinn-Dak Farmers Cooperative Pension PlanMinn-Dak Farmers Cooperative…$41M
End-of-year total assets ($M) among Warburg Pincus LLC Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$41M
Net Income-$5M
Employer EIN133536050
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warburg Pincus LLC)

Sponsor-wide plan assets over time

All Warburg Pincus LLC plans reported in each filing year

Latest sponsor-wide plan assets
$373M 38.97128336272066% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $268M $373M ▲ +39.0%
Year Plans Participants Total Assets
2022 2 519 $268M
2023 2 603 $332M
2024 2 619 $373M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Warburg Pincus LLC Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Warburg Pincus LLC Cash Balance Retirement Plan, Total assets ($B): 0.040675997 · Participants: 92Warburg Pincus LLC Cash Balance Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Warburg Pincus LLC Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Warburg Pincus LLC Cash Balance Retirement Plan side-by-side with 3 peers →

Warburg Pincus LLC Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Programs of Nl Industries, Inc. in TX ($41M); by covered participants it is The Retirement Plan for Employees of Franklin Savings Bank in ME (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Warburg Pincus LLC Cash Balance Retirement Plan assets move in 2022? ▼
Warburg Pincus LLC Cash Balance Retirement Plan pulled back noticeably - down 11.8% during 2022, from $46M to $41M. Reported net income was -$5M.
How have Warburg Pincus LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warburg Pincus LLC's sponsor-wide assets grew 39.0%, from $268M to $373M.
Where does Warburg Pincus LLC Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
Warburg Pincus LLC Cash Balance Retirement Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Warburg Pincus LLC Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Programs of Nl Industries, Inc. in TX ($41M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Warburg Pincus LLC Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Plan for Employees of Franklin Savings Bank in ME (92 participants, $55M 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 133536050.

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.