401(k) · DOL Form 5500 · 2022
Wachtell, Lipton, Rosen & Katz 401(k) Plan
Data updated 2026-08-11
- $511M
- Total assets
- 656
- Participants
- 98th
- Percentile by assets
- $778,931
- Avg per participant
Official DOL plan name: Wachtell, Lipton, Rosen & Katz Savings Plan · Sponsored by Wachtell, Lipton, Rosen & Katz · New York · Professional & Technical Services
$511M in assets, 656 participants
Wachtell, Lipton, Rosen & Katz's Wachtell, Lipton, Rosen & Katz Savings Plan reported $511M in total assets and 656 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #21,265 in Professional & Technical Services (21,562 peers)
Where Wachtell, Lipton, Rosen & Katz Savings Plan sits by assets
Wachtell, Lipton, Rosen & Katz Savings Plan sits in the top 5% of all filed plans by assets, $511M for 656 participants (~$778,931/participant), down 8.9% in 2022.
- $511M
- total plan assets (2022 EOY)
- 656
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $778,931
- avg assets per participant
The plan reported a net loss of $50M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wachtell, Lipton, Rosen & Katz Savings Plan vs the 2022 asset distribution
By assets, Wachtell, Lipton, Rosen & Katz Savings Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $561M |
|---|---|
| Net Assets (End of Year) | $511M |
| Net Income | -$50M |
| Employer EIN | 131935773 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wachtell, Lipton, Rosen & Katz)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 656 | $511M |
| 2023 | 1 | 640 | $633M |
| 2024 | 1 | 646 | $639M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wachtell, Lipton, Rosen & Katz Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wachtell, Lipton, Rosen & Katz Savings Plan by total assets, not by location.
- Gensler 401(k) Savings Plan (CA) $510M · 4,206
- Lkq Corporation Employees' Retirement Plan (IL) $512M · 15,988
- Arch Resources, Inc. 401(k) Plan (MO) $512M · 3,225
- Toll Brothers 401(k) Savings Plan (PA) $510M · 4,283
Frequently Asked Questions
How did Wachtell, Lipton, Rosen & Katz Savings Plan assets move in 2022? ▼
How have Wachtell, Lipton, Rosen & Katz plan assets changed over time? ▼
Where does Wachtell, Lipton, Rosen & Katz Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wachtell, Lipton, Rosen & Katz Savings Plan? ▼
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Scale reading
Ways to act on Wachtell, Lipton, Rosen & Katz Savings Plan's numbers.
- By total assets, Wachtell, Lipton, Rosen & Katz Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Wachtell, Lipton, Rosen & Katz's sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans