Profit Sharing · DOL Form 5500 · 2024
Pwc US Group LLP Profit Sharing Plan
Data updated 2026-08-25
- $265M
- Total assets Near avg plan size
- 4,360
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $60,837
- Avg per participant Low balance/head
Official DOL plan name: Retirement Wealth Builder Plan for Business Services Staff of Pwc · Sponsored by Pwc US Group LLP · Florida · Professional & Technical Services
$265M in assets, 4,360 participants
Pwc US Group LLP's Retirement Wealth Builder Plan for Business Services Staff of Pwc reported $265M in total assets and 4,360 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,457 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Retirement Wealth Builder Plan for Business Services Staff of Pwc covers 4,360 participants in Florida, 6.9x the typical Florida plan (state average ~628 per filing). Assets: $265M.
- #19,457
- in Professional & Technical Services (20,173 peers)
- +14.8%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Retirement Wealth Builder Plan for Business Services Staff of Pwc's outsized position by total assets
Retirement Wealth Builder Plan for Business Services Staff of Pwc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$265,251,036 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retirement Wealth Builder Plan for Business Services Staff of Pwc's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Wealth Builder Plan for Business Services Staff of Pwc lands in the large band (4,360 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Wealth Builder Plan for Business Services Staff of Pwc end-of-year assets rose from $231M in the plan year 2023 filing to $265M in the plan year 2024 filing.
- Retirement Wealth Builder Plan for Business Services Staff of Pwc reported net income fell from $37M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Retirement Wealth Builder Plan for Business Services Staff of Pwc reported participants fell from 4,716 in the plan year 2023 filing to 4,360 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 920400838 · Pwc US Group LLP PY 2024 · Profit Sharing
Retirement Wealth Builder Plan for Business Services Staff of Pwc · $265M · 4,360 · 95th
- BOY $265M
- SCH 4,360
- EBSA 95th
- PART Profit Sharing
- TYPE near Altamed Health Services Corporation 403(b) Plan
- NET ind #19457
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 Professional & Technical Services retirement plans → · Plans in Florida →
Retirement Wealth Builder Plan for Business Services Staff of Pwc in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $231M |
|---|---|
| Net Assets (End of Year) | $265M |
| Net Income | $34M |
| Employer EIN | 920400838 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pwc US Group LLP)
Sponsor-wide plan assets over time
All Pwc US Group LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $23.8B 14.915894005847266% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 6 | 110,079 | $20.7B |
| 2024 | 6 | 109,798 | $23.8B |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Retirement Wealth Builder Plan for Business Services Staff of Pwc's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Altamed Health Services Corporation 403(b) Plan in CA ($266M); by covered participants it is Mcmaster-Carr Supply Company Profit Sharing Trust in IL (4,364 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($265M here).
- Altamed Health Services Corporation 403(b) Plan (CA) $266M · 4,949
- The Hospital for Special Surgery Retirement Plan for Management and Medical Staff (NY) $267M · 592
- Western Washington Painters Defined Contribution Pension Plan (WA) $263M · 1,633
- Chapman University Defined Contribution Retirement Plan (CA) $269M · 1,685
Similar participant headcount
Nearest other-state filings by covered participants (4,360 participants); asset peers above are excluded.
- Mcmaster-Carr Supply Company Profit Sharing Trust (IL) 4,364 · 4 off
- Bridgeport Hospital Employer Contribution Retirement Plan (CT) 4,331 · 29 off
- Local No. 1 Suburban 401(k) Savings Plan (IL) 4,390 · 30 off
- Abington Health Defined Contribution Plan (PA) 4,434 · 74 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.