Defined Benefit (Pension) · DOL Form 5500 · 2023

Warburg Pincus LLC Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
106
Participants Small participant base
85th
Percentile by assets National rank
$448,713
Avg per participant High balance/head
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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.

  • #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.

#6,836
in Finance & Insurance (8,869 peers)
+16.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Warburg Pincus LLC Cash Balance Retirement Plan's outsized position 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 $2,050,000,000 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 Cash Balance Retirement 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 Cash Balance Retirement Plan sits mid-pack in the medium band (106 participants).

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 →

Published 5500 schedule card

Filing strip 133536050 · Warburg Pincus LLC PY 2023 · Defined Benefit (Pension)

Warburg Pincus LLC Cash Balance Retirement Plan · $48M · 106 · 85th

  • BOOK $48M
  • BOOK 106
  • BOOK 85th
  • BOOK Defined Benefit (Pension)
  • BOOK near Plumbers and Pipefitters Local Union No. 803 Pension Fund
  • BOOK ind #6836

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 Cash Balance Retirement Plan in the asset neighbourhood

Beiersdorf, Inc. Cash Balance Retirement PlanBeiersdorf, Inc. Cash Balanc…$48MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$48MUfcw Int'l Union-Albertsons Variable Annuity Pension FundUfcw Int'l Union-Albertsons …$48MWarburg Pincus LLC Cash Balance Retirement PlanWarburg Pincus LLC Cash Bala…$48MPlumbers and Pipefitters Local Union No. 803 Pension FundPlumbers and Pipefitters Loc…$48M
End-of-year total assets ($M) among Warburg Pincus LLC Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

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 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 ($B) Participants Warburg Pincus LLC Cash Balance Retirement Plan, Total assets ($B): 0.047563585 · Participants: 106Warburg Pincus LLC Cash Balance Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
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 Retirement Plan side-by-side with 3 peers →

Warburg Pincus LLC Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Plumbers and Pipefitters Local Union No. 803 Pension Fund in FL ($48M); by covered participants it is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Warburg Pincus LLC Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (106 participants, $31M 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.