401(k) · DOL Form 5500 · 2023

Warburg Pincus LLC 401(k) Plan

Data updated 2026-08-25

$285M
Total assets Near avg plan size
497
Participants Below avg headcount
96th
Percentile by assets National rank
$572,514
Avg per participant High balance/head
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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.

  • #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.

#8,277
in Finance & Insurance (8,869 peers)
+25.1%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Warburg Pincus LLC Profit Sharing Plan's outsized position by total assets

Warburg Pincus LLC Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$284,539,402 Top 4% higher than 96% of 127,068 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 2023

Warburg Pincus LLC Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warburg Pincus LLC Profit Sharing Plan sits mid-pack in the medium band (497 participants).

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 →

EBSA filing schedule strip

Filing strip 133536050 · Warburg Pincus LLC PY 2023 · 401(k)

Warburg Pincus LLC Profit Sharing Plan · $285M · 497 · 96th

  • TYPE $285M
  • NET 497
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near Sammons Enterprises, Inc. 401(k) Savings Plan
  • SCH ind #8277

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 Profit Sharing Plan in the asset neighbourhood

Ntn Retirement Savings Plan$285MPjtc Holdings, Inc. 401(k) Savings and Profit Sharing PlanPjtc Holdings, Inc. 401(k) S…$285MSammons Enterprises, Inc. 401(k) Savings PlanSammons Enterprises, Inc. 40…$285MWarburg Pincus LLC Profit Sharing PlanWarburg Pincus LLC Profit Sh…$285MVinson & Elkins L. L. P. Retirement Plan BVinson & Elkins L. L. P. Ret…$284M
End-of-year total assets ($M) among Warburg Pincus LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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 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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Warburg Pincus LLC Profit Sharing Plan, Total assets ($B): 0.284539402 · Participants: 497Warburg Pincus LLC Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Warburg Pincus LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Warburg Pincus LLC Profit Sharing Plan side-by-side with 3 peers →

Warburg Pincus LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sammons Enterprises, Inc. 401(k) Savings Plan in TX ($285M); by covered participants it is First York Ban Corp and Subsidiaries Profit Sharing Plan in NE (497 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($285M here).

Similar participant headcount

Nearest other-state filings by covered participants (497 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Warburg Pincus LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First York Ban Corp and Subsidiaries Profit Sharing Plan in NE (497 participants, $49M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.