Defined Benefit (Pension) · DOL Form 5500 · 2024

Warburg Pincus LLC Pension Plan

Data updated 2026-07-24

$48M
Total assets: 116
Participants: 84th
Percentile by assets: $410,736
Avg per participant

Official DOL plan name: Warburg Pincus LLC Cash Balance Retirement Plan · Sponsored by Warburg Pincus LLC · New York · Finance & Insurance

$48M in assets, 116 participants

Warburg Pincus LLC's Warburg Pincus LLC Cash Balance Retirement Plan reported $48M in total assets and 116 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 116,472 plans)

Coverage in New York

Warburg Pincus LLC Cash Balance Retirement Plan covers 116 participants in New York, about 15% of the average New York filer (state average ~795 per filing). Assets: $48M.

$48M
total plan assets (2024 EOY): 116
covered participants: 84th
percentile by assets (of 116,472 plans): $410,736
avg assets per participant

Warburg Pincus LLC Cash Balance Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $16K in the plan year 2024 filing.
Warburg Pincus LLC Cash Balance Retirement Plan reported participants rose from 106 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Warburg Pincus LLC Cash Balance Retirement Plan reports 116 participants - about 15% of that state average ($48M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$48M
Net Assets (End of Year)	$48M
Net Income	$16K
Employer EIN	133536050
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Warburg Pincus LLC)

Total plan assets by year, all Warburg Pincus LLC plans on file

Year	Plans	Participants	Total Assets
2022	2	519	$268M
2023	2	603	$332M
2024	2	619	$373M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Warburg Pincus LLC Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Warburg Pincus LLC Cash Balance Retireme… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Warburg Pincus LLC Cash Balance Retirement Plan by total assets, not by location.

Pension Program of the Gmp Council of the United Steelworkers Union (PA) $48M · 17
Motion Picture and Television Fund Retirement Income Plan (CA) $48M · 171
Cedar Park Cemetery Employees' Pension Plan (NJ) $48M · 70
Enstar Natural Gas Company Retirement Plan for Operating and Clerical Unit Employees (AK) $48M · 61

Frequently Asked Questions

How did Warburg Pincus LLC Cash Balance Retirement Plan assets move in 2024? ▼

Warburg Pincus LLC Cash Balance Retirement Plan held essentially flat - up 0.2% during 2024, from $48M to $48M. Reported net income was $16K.

How have Warburg Pincus LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Warburg Pincus LLC's sponsor-wide assets grew 39.0%, from $268M to $373M.

Where does Warburg Pincus LLC Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼

Warburg Pincus LLC Cash Balance Retirement Plan ranks in the 84th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Warburg Pincus LLC Cash Balance Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Program of the Gmp Council of the United Steelworkers Union in PA ($48M, 17 participants).

Next read for Warburg Pincus LLC Cash Balance Retireme…

Filing takeaways

Ways to act on Warburg Pincus LLC Cash Balance Retirement Plan's numbers.

By total assets, Warburg Pincus LLC Cash Balance Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Warburg Pincus LLC's sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Finance & Insurance 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 133536050.

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.