Defined Benefit (Pension) · DOL Form 5500 · 2024

Warburg Pincus LLC Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
116
Participants Small participant base
84th
Percentile by assets National rank
$410,736
Avg per participant High balance/head
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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.

  • #6,374 in Finance & Insurance (8,549 peers)

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 ~798 per filing). Assets: $48M.

#6,374
in Finance & Insurance (8,549 peers)
+0.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Warburg Pincus LLC Cash Balance Retirement Plan's outsized position by total assets

Warburg Pincus LLC Cash Balance Retirement Plan vs every filed plan by assets

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

$47,645,426 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

Warburg Pincus LLC Cash Balance Retirement 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. Warburg Pincus LLC Cash Balance Retirement Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 133536050 · Warburg Pincus LLC PY 2024 · Defined Benefit (Pension)

Warburg Pincus LLC Cash Balance Retirement Plan · $48M · 116 · 84th

  • VS-ST $48M
  • VS-ST 116
  • VS-ST 84th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Pension Program of the Gmp Council of the United Steelworkers Union
  • VS-ST ind #6374

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 Finance & Insurance retirement plans → · Plans in New York →

Warburg Pincus LLC Cash Balance Retirement Plan in the asset neighbourhood

Cedar Park Cemetery Employees' Pension PlanCedar Park Cemetery Employee…$48MMotion Picture and Television Fund Retirement Income PlanMotion Picture and Televisio…$48MWarburg Pincus LLC Cash Balance Retirement PlanWarburg Pincus LLC Cash Bala…$48MPension Program of the Gmp Council of the United Steelworkers UnionPension Program of the Gmp C…$48MEnstar Natural Gas Company Retirement Plan for Operating and Clerical Unit EmployeesEnstar Natural Gas Company R…$48M
End-of-year total assets ($M) among Warburg Pincus LLC Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

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

Sponsor Plan History (Warburg Pincus LLC)

Sponsor-wide plan assets over time

All Warburg Pincus LLC plans reported in each filing year

Latest sponsor-wide plan assets
$373M 38.97128336272066% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $268M $373M ▲ +39.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Warburg Pincus LLC Cash Balance Retirement Plan, Total assets ($B): 0.047645426 · Participants: 116Warburg Pincus LLC Cash Balance Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Warburg Pincus LLC Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Warburg Pincus LLC Cash Balance Retirement Plan side-by-side with 3 peers →

Warburg Pincus LLC Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Program of the Gmp Council of the United Steelworkers Union in PA ($48M); by covered participants it is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Warburg Pincus LLC Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ (116 participants, $26M 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 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.