401(k) · DOL Form 5500 · 2023
Wachtell, Lipton, Rosen & Katz 401(k) Plan
Data updated 2026-08-11
- $633M
- Total assets
- 640
- Participants
- 98th
- Percentile by assets
- $988,296
- Avg per participant
Official DOL plan name: Wachtell, Lipton, Rosen & Katz Savings Plan · Sponsored by Wachtell, Lipton, Rosen & Katz · New York · Professional & Technical Services
$633M in assets, 640 participants
Wachtell, Lipton, Rosen & Katz's Wachtell, Lipton, Rosen & Katz Savings Plan reported $633M in total assets and 640 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #20,039 in Professional & Technical Services (20,321 peers)
Where Wachtell, Lipton, Rosen & Katz Savings Plan sits by assets
Wachtell, Lipton, Rosen & Katz Savings Plan sits in the top 5% of all filed plans by assets, $633M for 640 participants (~$988,296/participant), up 23.8% in 2023.
- $633M
- total plan assets (2023 EOY)
- 640
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $988,296
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wachtell, Lipton, Rosen & Katz Savings Plan reported net income rose from -$50M in the plan year 2022 filing to $122M in the plan year 2023 filing.
- Wachtell, Lipton, Rosen & Katz Savings Plan end-of-year assets rose from $511M in the plan year 2022 filing to $633M in the plan year 2023 filing.
- Wachtell, Lipton, Rosen & Katz Savings Plan reported participants fell from 656 in the plan year 2022 filing to 640 in the plan year 2023 filing.
Wachtell, Lipton, Rosen & Katz Savings Plan vs the 2023 asset distribution
By assets, Wachtell, Lipton, Rosen & Katz Savings Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 6.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $511M |
|---|---|
| Net Assets (End of Year) | $633M |
| Net Income | $122M |
| Employer EIN | 131935773 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wachtell, Lipton, Rosen & Katz)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 656 | $511M |
| 2023 | 1 | 640 | $633M |
| 2024 | 1 | 646 | $639M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wachtell, Lipton, Rosen & Katz Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wachtell, Lipton, Rosen & Katz Savings Plan by total assets, not by location.
- American Axle & Manufacturing, Inc. Salaried Savings Plan (MI) $633M · 1,810
- Rentokil Initial USA 401(k) Plan (PA) $633M · 9,935
- Championx 401(k) Plan (TX) $633M · 4,253
- Dolby Laboratories, Inc. Retirement Plan (CA) $631M · 1,200
Frequently Asked Questions
How did Wachtell, Lipton, Rosen & Katz Savings Plan assets move in 2023? ▼
How have Wachtell, Lipton, Rosen & Katz plan assets changed over time? ▼
Where does Wachtell, Lipton, Rosen & Katz Savings Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Wachtell, Lipton, Rosen & Katz Savings Plan's numbers.
- By total assets, Wachtell, Lipton, Rosen & Katz Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Wachtell, Lipton, Rosen & Katz's sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans