Other
2024 plan-year Other DOL Form 5500

WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WARBURG PINCUS LLC

This Other plan holds $48M in total assets and serves 116 participants as of 2024. It is sponsored by WARBURG PINCUS LLC in New York. The plan reported positive net income of $16K for the year.

Total Assets (2023)
$48M
Participants
116
State
Industry
Finance & Insurance

What the Filing Says About WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN

WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN is a Other retirement plan sponsored by WARBURG PINCUS LLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 116 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 133536050, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $48M at the beginning of 2024 to $48M at year-end — a gain of 0.2%. Net assets (after liabilities) closed the year at $48M, with reported net income of $16K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$48M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$16K
Plan TypeOther
Employer EIN133536050
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WARBURG PINCUS LLC)

Year Plans Participants Total Assets
2022 2 519 $227M
2023 2 603 $285M
2024 2 619 $373M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN?
As of the 2024 Form 5500 filing, WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN holds $48M in total assets with 116 participants. It is sponsored by WARBURG PINCUS LLC.
What type of plan is WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN?
WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN is a Other plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 133536050.
Who sponsors the WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN?
WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN is sponsored by WARBURG PINCUS LLC, located in New York. The sponsor's EIN is 133536050 and the plan operates in the Finance & Insurance industry.
How did WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN perform in 2024?
WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN grew by 0.2% during 2024, moving from $48M to $48M in total assets. Net income was $16K.
Where can I find official filings for WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN?
Official Form 5500 filings for WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133536050 or plan name at efast.dol.gov.
How does WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN compare to other plans?
You can compare WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 133536050.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.