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
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
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.
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 EIN | 133536050 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Warburg Pincus LLC)
| 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
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
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
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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