Defined Benefit (Pension) · DOL Form 5500 · 2023

Warburg Pincus LLC Pension Plan

Data updated 2026-08-11

$48M
Total assets
106
Participants
85th
Percentile by assets
$448,713
Avg per participant
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Official DOL plan name: Warburg Pincus LLC Cash Balance Retirement Plan · Sponsored by Warburg Pincus LLC · New York · Finance & Insurance

$48M in assets, 106 participants

Warburg Pincus LLC's Warburg Pincus LLC Cash Balance Retirement Plan reported $48M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #6,836 in Finance & Insurance (8,869 peers)

Coverage in New York

Warburg Pincus LLC Cash Balance Retirement Plan covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $48M.

$48M
total plan assets (2023 EOY)
106
covered participants
85th
percentile by assets (of 127,072 plans)
$448,713
avg assets per participant

Where Warburg Pincus LLC Cash Balance Retirement Plan sits by total assets

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

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

$47,563,585 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Warburg Pincus LLC Cash Balance Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Warburg Pincus LLC Cash Balance Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Warburg Pincus LLC Cash Balance Retirement Plan reported participants rose from 92 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Warburg Pincus LLC Cash Balance Retirement Plan reports 106 participants - about 13% of that state average ($48M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$48M
Net Income$7M
Employer EIN133536050
Plan Effective Date2012-01-01
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 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. -50000050000100000150000 -100102030 Total assets ($B) Participants Warburg Pincus LLC C…, Total assets ($B): 0.047563585 · Participants: 106Warburg Pincus LLC C…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
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 Retireme… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Warburg Pincus LLC Cash Balance Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Warburg Pincus LLC Cash Balance Retirement Plan assets move in 2023? ▼
Warburg Pincus LLC Cash Balance Retirement Plan grew sharply - up 16.9% during 2023, from $41M to $48M. Reported net income was $7M.
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 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Plumbers and Pipefitters Local Union No. 803 Pension Fund in FL ($48M, 372 participants).

Next read for Warburg Pincus LLC Cash Balance Retireme…

Filing takeaways

Ways to act on Warburg Pincus LLC Cash Balance Retirement Plan's numbers.

  • By total assets, Warburg Pincus LLC Cash Balance Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Warburg Pincus LLC's sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.