401(k) · DOL Form 5500 · 2023

Pwp Employer LP 401(k) Plan

Data updated 2026-08-11

$151M
Total assets
518
Participants
94th
Percentile by assets
$291,551
Avg per participant
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Official DOL plan name: Pwp 401(k) Plan · Sponsored by Pwp Employer LP · New York · Finance & Insurance

$151M in assets, 518 participants

Pwp Employer LP's Pwp 401(k) Plan reported $151M in total assets and 518 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #7,981 in Finance & Insurance (8,869 peers)

Where Pwp 401(k) Plan sits by assets

Pwp 401(k) Plan sits in the top 10% of all filed plans by assets, $151M for 518 participants (~$291,551/participant), up 24.2% in 2023.

$151M
total plan assets (2023 EOY)
518
covered participants
94th
percentile by assets (of 127,072 plans)
$291,551
avg assets per participant
State
New York
Industry
Finance & Insurance

Pwp 401(k) Plan vs the 2023 asset distribution

By assets, Pwp 401(k) Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$151M
Net Income$29M
Employer EIN813881290
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pwp Employer LP)

$140M$150M$160M$170M$180M 20232024 $151M $172M ▲ +13.8%
Total plan assets by year, all Pwp Employer LP plans on file
Year Plans Participants Total Assets
2023 1 518 $151M
2024 1 542 $172M

Nearby 401(k) Plans in New York

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

Pwp 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Pwp 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 Pwp 401(k) PlanIBM 401 (K) Plus PlanPfizer Savings PlanMorgan Stanley 401(k…The Pepsico Savings …The Goldman Sachs 40…
Pwp 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pwp 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pwp 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Pwp 401(k) Plan assets move in 2023? ▼
Pwp 401(k) Plan grew sharply - up 24.2% during 2023, from $122M to $151M. Reported net income was $29M.
How have Pwp Employer LP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pwp Employer LP's sponsor-wide assets grew 13.8%, from $151M to $172M.
Where does Pwp 401(k) Plan rank by assets among Form 5500 filers? ▼
Pwp 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pwp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brp US Inc. 401(k) Savings Plan in WI ($151M, 1,923 participants).

Next read for Pwp 401(k) Plan

Scale reading

Ways to act on Pwp 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813881290.

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.