401(k) · DOL Form 5500 · 2024

World Economic Forum LLC 401(k) Plan

Data updated 2026-08-11

$49M
Total assets: 133
Participants: 84th
Percentile by assets: $370,926
Avg per participant

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.

84th percentile by assets (of 123,622 plans)
#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.

$49M
total plan assets (2024 EOY): 133
covered participants: 84th
percentile by assets (of 123,622 plans): $370,926
avg assets per participant

Where World Economic Forum LLC 401(k) Plan sits 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

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 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 →

State

New York

Industry

Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. World Economic Forum LLC 401(k) Plan reports 133 participants - about 17% of that state average ($49M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$41M
Net Assets (End of Year)	$49M
Net Income	$9M
Employer EIN	203908371
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (World Economic Forum LLC)

Total plan assets by year, all World Economic Forum LLC plans on file

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare World Economic Forum LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to World Economic Forum LLC 401(k) Plan by total assets, not by location.

Covius 401(k) Plan (CO) $49M · 994
Wehco 401(k) Retirement Savings Plan (AR) $49M · 1,037
American Forest Management, Inc. 401(k) Plan (NC) $49M · 279
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan (PA) $49M · 70

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).

Next read for World Economic Forum LLC 401(k) Plan

Filing takeaways

Ways to act on World Economic Forum LLC 401(k) Plan's numbers.

By total assets, World Economic Forum LLC 401(k) Plan ranks in the top quartile 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
World Economic Forum LLC's sponsor-wide assets have grown 44.1% since 2022 across 3 plan years on file. More Educational Services plans

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.