401(k) · DOL Form 5500 · 2022

Wachtell, Lipton, Rosen & Katz 401(k) Plan

Data updated 2026-08-25

$511M
Total assets Above avg plan size
656
Participants Below avg headcount
98th
Percentile by assets National rank
$778,931
Avg per participant High balance/head
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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.

  • #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.

#21,265
in Professional & Technical Services (21,562 peers)
-8.9%
assets change YoY
5.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Wachtell, Lipton, Rosen & Katz Savings Plan vs every filed plan by assets

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

$510,978,690 Top 2% higher than 98% 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

Wachtell, Lipton, Rosen & Katz Savings 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. Wachtell, Lipton, Rosen & Katz Savings Plan sits mid-pack in the medium band (656 participants).

DOL schedule card

Filing strip 131935773 · Wachtell, Lipton, Rosen & Katz PY 2022 · 401(k)

Wachtell, Lipton, Rosen & Katz Savings Plan · $511M · 656 · 98th

  • VS-ST $511M
  • VS-ST 656
  • VS-ST 98th
  • VS-ST 401(k)
  • VS-ST near Gensler 401(k) Savings Plan
  • VS-ST ind #21265

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 Professional & Technical Services retirement plans → · Plans in New York →

Wachtell, Lipton, Rosen & Katz Savings Plan in the asset neighbourhood

Arch Resources, Inc. 401(k) PlanArch Resources, Inc. 401(k) …$512MLkq Corporation Employees' Retirement PlanLkq Corporation Employees' R…$512MWachtell, Lipton, Rosen & Katz Savings PlanWachtell, Lipton, Rosen & Ka…$511MGensler 401(k) Savings Plan$510MToll Brothers 401(k) Savings PlanToll Brothers 401(k) Savings…$510M
End-of-year total assets ($M) among Wachtell, Lipton, Rosen & Katz Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$561M
Net Assets (End of Year)$511M
Net Income-$50M
Employer EIN131935773
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wachtell, Lipton, Rosen & Katz)

Sponsor-wide plan assets over time

All Wachtell, Lipton, Rosen & Katz plans reported in each filing year

Latest sponsor-wide plan assets
$639M 24.999238030846257% vs 2022
2024 filing year
$450M$500M$550M$600M$650M$700M 202220232024 $511M $639M ▲ +25.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wachtell, Lipton, Rosen & Katz Savings Plan, Total assets ($B): 0.51097869 · Participants: 656Wachtell, Lipton, Rosen & Katz Savings 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
Wachtell, Lipton, Rosen & Katz Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wachtell, Lipton, Rosen & Katz Savings Plan side-by-side with 3 peers →

Wachtell, Lipton, Rosen & Katz Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gensler 401(k) Savings Plan in CA ($510M); by covered participants it is The Murphy Oil Corporation 401(k) Plan in TX (656 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($511M here).

Similar participant headcount

Nearest other-state filings by covered participants (656 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 Wachtell, Lipton, Rosen & Katz Savings Plan assets move in 2022? ▼
Wachtell, Lipton, Rosen & Katz Savings Plan pulled back noticeably - down 8.9% during 2022, from $561M to $511M. Reported net income was -$50M.
How have Wachtell, Lipton, Rosen & Katz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wachtell, Lipton, Rosen & Katz's sponsor-wide assets grew 25.0%, from $511M to $639M.
Where does Wachtell, Lipton, Rosen & Katz Savings Plan rank by assets among Form 5500 filers? ▼
Wachtell, Lipton, Rosen & Katz Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wachtell, Lipton, Rosen & Katz Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gensler 401(k) Savings Plan in CA ($510M, 4,206 participants).
Which 401(k) plans cover a similar participant headcount to Wachtell, Lipton, Rosen & Katz Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Murphy Oil Corporation 401(k) Plan in TX (656 participants, $187M 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 131935773.

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.