401(k) · DOL Form 5500 · 2023

Wachtell, Lipton, Rosen & Katz 401(k) Plan

Data updated 2026-08-25

$633M
Total assets Above avg plan size
640
Participants Below avg headcount
98th
Percentile by assets National rank
$988,296
Avg per participant High balance/head
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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.

  • #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.

#20,039
in Professional & Technical Services (20,321 peers)
+23.8%
assets growth YoY
6.3×
vs typical plan assets (national mean)

Wachtell, Lipton, Rosen & Katz Savings Plan's outsized position by total assets

Wachtell, Lipton, Rosen & Katz Savings Plan vs every filed plan by assets

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

$632,509,390 Top 2% higher than 98% 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

Wachtell, Lipton, Rosen & Katz Savings 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. Wachtell, Lipton, Rosen & Katz Savings Plan sits mid-pack in the medium band (640 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131935773 · Wachtell, Lipton, Rosen & Katz PY 2023 · 401(k)

Wachtell, Lipton, Rosen & Katz Savings Plan · $633M · 640 · 98th

  • EOY $633M
  • EOY 640
  • EOY 98th
  • EOY 401(k)
  • EOY near American Axle & Manufacturing, Inc. Salaried Savings Plan
  • EOY ind #20039

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 Professional & Technical Services retirement plans → · Plans in New York →

Wachtell, Lipton, Rosen & Katz Savings Plan in the asset neighbourhood

Championx 401(k) Plan$633MRentokil Initial USA 401(k) PlanRentokil Initial USA 401(k) …$633MAmerican Axle & Manufacturing, Inc. Salaried Savings PlanAmerican Axle & Manufacturin…$633MWachtell, Lipton, Rosen & Katz Savings PlanWachtell, Lipton, Rosen & Ka…$633MDolby Laboratories, Inc. Retirement PlanDolby Laboratories, Inc. Ret…$631M
End-of-year total assets ($M) among Wachtell, Lipton, Rosen & Katz Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$511M
Net Assets (End of Year)$633M
Net Income$122M
Employer EIN131935773
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wachtell, Lipton, Rosen & Katz)

Sponsor-wide plan assets over time

All Wachtell, Lipton, Rosen & Katz plans reported in each filing year

Latest sponsor-wide plan assets
$639M 24.999238030846257% vs 2022
2024 filing year
$450M$500M$550M$600M$650M$700M 202220232024 $511M $639M ▲ +25.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wachtell, Lipton, Rosen & Katz Savings Plan, Total assets ($B): 0.63250939 · Participants: 640Wachtell, Lipton, Rosen & Katz Savings 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
Wachtell, Lipton, Rosen & Katz Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wachtell, Lipton, Rosen & Katz Savings Plan side-by-side with 3 peers →

Wachtell, Lipton, Rosen & Katz Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is American Axle & Manufacturing, Inc. Salaried Savings Plan in MI ($633M); by covered participants it is Marsh Furniture Company 401(k) Plan in NC (640 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($633M here).

Similar participant headcount

Nearest other-state filings by covered participants (640 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 Wachtell, Lipton, Rosen & Katz Savings Plan assets move in 2023? ▼
Wachtell, Lipton, Rosen & Katz Savings Plan grew sharply - up 23.8% during 2023, from $511M to $633M. Reported net income was $122M.
How have Wachtell, Lipton, Rosen & Katz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wachtell, Lipton, Rosen & Katz's sponsor-wide assets grew 25.0%, from $511M to $639M.
Where does Wachtell, Lipton, Rosen & Katz Savings Plan rank by assets among Form 5500 filers? ▼
Wachtell, Lipton, Rosen & Katz Savings Plan ranks in the 98th 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 Wachtell, Lipton, Rosen & Katz Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Axle & Manufacturing, Inc. Salaried Savings Plan in MI ($633M, 1,810 participants).
Which 401(k) plans cover a similar participant headcount to Wachtell, Lipton, Rosen & Katz Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marsh Furniture Company 401(k) Plan in NC (640 participants, $18M 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 131935773.

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.