401(k) · DOL Form 5500 · 2023

Warburg Pincus LLC 401(k) Plan

Data updated 2026-08-11

$285M
Total assets
497
Participants
96th
Percentile by assets
$572,514
Avg per participant
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Official DOL plan name: Warburg Pincus LLC Profit Sharing Plan · Sponsored by Warburg Pincus LLC · New York · Finance & Insurance

$285M in assets, 497 participants

Warburg Pincus LLC's Warburg Pincus LLC Profit Sharing Plan reported $285M in total assets and 497 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #8,277 in Finance & Insurance (8,869 peers)

Where Warburg Pincus LLC Profit Sharing Plan sits by assets

Warburg Pincus LLC Profit Sharing Plan sits in the top 5% of all filed plans by assets, $285M for 497 participants (~$572,514/participant), up 25.1% in 2023.

$285M
total plan assets (2023 EOY)
497
covered participants
96th
percentile by assets (of 127,072 plans)
$572,514
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Warburg Pincus LLC Profit Sharing Plan reported net income rose from -$33M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Warburg Pincus LLC Profit Sharing Plan end-of-year assets rose from $227M in the plan year 2022 filing to $285M in the plan year 2023 filing.
  • Warburg Pincus LLC Profit Sharing Plan reported participants rose from 427 in the plan year 2022 filing to 497 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Warburg Pincus LLC Profit Sharing Plan vs the 2023 asset distribution

By assets, Warburg Pincus LLC Profit Sharing Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$227M
Net Assets (End of Year)$285M
Net Income$57M
Employer EIN133536050
Plan Effective Date1971-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warburg Pincus LLC)

$250M$300M$350M$400M 202220232024 $268M $373M ▲ +39.0%
Total plan assets by year, all Warburg Pincus LLC plans on file
Year Plans Participants Total Assets
2022 2 519 $268M
2023 2 603 $332M
2024 2 619 $373M

Nearby 401(k) Plans in New York

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

Warburg Pincus LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Warburg Pincus LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Warburg Pincus LLC P…IBM 401 (K) Plus PlanPfizer Savings PlanMorgan Stanley 401(k…The Pepsico Savings …The Goldman Sachs 40…
Warburg Pincus LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Warburg Pincus LLC Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Warburg Pincus LLC Profit Sharing Plan assets move in 2023?
Warburg Pincus LLC Profit Sharing Plan grew sharply - up 25.1% during 2023, from $227M to $285M. Reported net income was $57M.
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 Profit Sharing Plan rank by assets among Form 5500 filers?
Warburg Pincus LLC Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Warburg Pincus LLC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Sammons Enterprises, Inc. 401(k) Savings Plan in TX ($285M, 3,024 participants).

Next read for Warburg Pincus LLC Profit Sharing Plan

Scale reading

Ways to act on Warburg Pincus LLC Profit Sharing Plan's numbers.