Defined Benefit (Pension) · DOL Form 5500 · 2023
Pwc US Group LLP Pension Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 312
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $276,122
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Pwc · Sponsored by Pwc US Group LLP · Florida · Professional & Technical Services
$86M in assets, 312 participants
Pwc US Group LLP's Retirement Plan for Employees of Pwc reported $86M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,577 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Retirement Plan for Employees of Pwc covers 312 participants in Florida, about 50% of the average Florida filer (state average ~628 per filing). Assets: $86M.
- #18,577
- in Professional & Technical Services (20,321 peers)
- -5.7%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Pwc's outsized position by total assets
Retirement Plan for Employees of Pwc vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$86,150,013 Top 10% higher than 90% 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
Retirement Plan for Employees of Pwc 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. Retirement Plan for Employees of Pwc sits mid-pack in the medium band (312 participants).
Plan-year Form 5500 strip
Filing strip 920400838 · Pwc US Group LLP PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Pwc · $86M · 312 · 90th
- IND $86M
- IND 312
- IND 90th
- IND Defined Benefit (Pension)
- IND near Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust
- IND ind #18577
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 Florida →
Retirement Plan for Employees of Pwc in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | -$5M |
| Employer EIN | 920400838 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pwc US Group LLP)
Sponsor-wide plan assets over time
All Pwc US Group LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $23.8B 14.915894005847266% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 6 | 110,079 | $20.7B |
| 2024 | 6 | 109,798 | $23.8B |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.7B · 4,676
- Nextera Energy, Inc. Employee Pension Plan $5.1B · 13,121
- Csx Pension Plan $2.4B · 2,446
- Retirement Accumulation Plan for Partners of Pwc $2.2B · 3,967
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,514
Retirement Plan for Employees of Pwc's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust in ID ($86M); by covered participants it is The Kennedy Krieger Institute Pension Plan in MD (312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust (ID) $86M · 1,524
- Temple University Health System, Inc. Consolidated Pension Plan (PA) $86M · 400
- Advansix Inc. Retirement Earnings Plan (NJ) $86M · 546
- Swisher International, Inc. Retirement Income Plan for Wage Employees (CT) $86M · 151
Similar participant headcount
Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.
- The Kennedy Krieger Institute Pension Plan (MD) 312 · 0 off
- Nixon Peabody LLP Partner Parity Plan I (NY) 312 · 0 off
- Nixon Peabody LLP Partner Parity Plan II (NY) 312 · 0 off
- Fanuc Robotics America Retirement Plan (MI) 312 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.