401(k) · DOL Form 5500 · 2024

Pwp Employer LP 401(k) Plan

Data updated 2026-08-11

$172M
Total assets
542
Participants
94th
Percentile by assets
$317,011
Avg per participant
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Official DOL plan name: Pwp 401(k) Plan · Sponsored by Pwp Employer LP · New York · Finance & Insurance

$172M in assets, 542 participants

Pwp Employer LP's Pwp 401(k) Plan reported $172M in total assets and 542 participants in its 2024 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 123,622 plans)
  • #7,686 in Finance & Insurance (8,549 peers)

Where Pwp 401(k) Plan sits by assets

Pwp 401(k) Plan sits in the top 10% of all filed plans by assets, $172M for 542 participants (~$317,011/participant), up 13.8% in 2024.

$172M
total plan assets (2024 EOY)
542
covered participants
94th
percentile by assets (of 123,622 plans)
$317,011
avg assets per participant

Where Pwp 401(k) Plan sits by total assets

Pwp 401(k) Plan vs every filed plan by assets

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

$171,820,082 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pwp 401(k) Plan reported net income fell from $29M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Pwp 401(k) Plan end-of-year assets rose from $151M in the plan year 2023 filing to $172M in the plan year 2024 filing.
  • Pwp 401(k) Plan reported participants rose from 518 in the plan year 2023 filing to 542 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Finance & Insurance

Pwp 401(k) Plan vs the 2024 asset distribution

By assets, Pwp 401(k) Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$172M
Net Income$21M
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pwp 401(k) Plan, Total assets ($B): 0.171820082 · Participants: 542Pwp 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The 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 2024? ▼
Pwp 401(k) Plan grew at a solid clip - up 13.8% during 2024, from $151M to $172M. Reported net income was $21M.
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 123,622 plans that reported assets for plan year 2024 (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 As America, Inc. 401(k) Plan in NJ ($172M, 1,651 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 2024.

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.