401(k) · DOL Form 5500 · 2024

World Economic Forum LLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
133
Participants Small participant base
84th
Percentile by assets National rank
$370,926
Avg per participant High balance/head
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Official DOL plan name: World Economic Forum LLC 401(k) Plan · Sponsored by World Economic Forum LLC · New York · Educational Services

$49M in assets, 133 participants

World Economic Forum LLC's World Economic Forum LLC 401(k) Plan reported $49M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,613 in Educational Services (3,638 peers)

Coverage in New York

World Economic Forum LLC 401(k) Plan covers 133 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $49M.

#2,613
in Educational Services (3,638 peers)
+21.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

World Economic Forum LLC 401(k) Plan's outsized position by total assets

World Economic Forum LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$49,333,206 Top 16% higher than 84% of 123,620 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 2024

World Economic Forum LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. World Economic Forum LLC 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • World Economic Forum LLC 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • World Economic Forum LLC 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $49M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 203908371 · World Economic Forum LLC PY 2024 · 401(k)

World Economic Forum LLC 401(k) Plan · $49M · 133 · 84th

  • ASSETS $49M
  • ASSETS 133
  • ASSETS 84th
  • ASSETS 401(k)
  • ASSETS near Covius 401(k) Plan
  • ASSETS ind #2613

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 Educational Services retirement plans → · Plans in New York →

World Economic Forum LLC 401(k) Plan in the asset neighbourhood

World Economic Forum LLC 401(k) PlanWorld Economic Forum LLC 401…$49MCovius 401(k) Plan$49MWehco 401(k) Retirement Savings PlanWehco 401(k) Retirement Savi…$49MAmerican Forest Management, Inc. 401(k) PlanAmerican Forest Management, …$49MKaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing PlanKaplin, Stewart, Meloff, Rei…$49M
End-of-year total assets ($M) among World Economic Forum LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$9M
Employer EIN203908371
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (World Economic Forum LLC)

Sponsor-wide plan assets over time

All World Economic Forum LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 44.082796341206546% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.2M $49.3M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 133 $34M
2023 1 132 $41M
2024 1 133 $49M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

World Economic Forum LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants World Economic Forum LLC 401(k) Plan, Total assets ($B): 0.049333206 · Participants: 133World Economic Forum LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
World Economic Forum LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare World Economic Forum LLC 401(k) Plan side-by-side with 3 peers →

World Economic Forum LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Covius 401(k) Plan in CO ($49M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did World Economic Forum LLC 401(k) Plan assets move in 2024? ▼
World Economic Forum LLC 401(k) Plan grew sharply - up 21.7% during 2024, from $41M to $49M. Reported net income was $9M.
How have World Economic Forum LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), World Economic Forum LLC's sponsor-wide assets grew 44.1%, from $34M to $49M.
Where does World Economic Forum LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
World Economic Forum LLC 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to World Economic Forum LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Covius 401(k) Plan in CO ($49M, 994 participants).
Which 401(k) plans cover a similar participant headcount to World Economic Forum LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203908371.

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.