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Original filing (PDF)20251015083451NAL0008675810001
WILMER CUTLER PICKERING HALE AND DORR LLP
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR PARTNERS OF WILMER CUTLER PICKERING HALE AND DORR LLP
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
244
Accounts w/ balance
—
Plan assets (EOY)
$230.0M
Net assets (EOY)
$229.9M
How this plan invests
This plan
100 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILMER CUTLER PICKERING HALE AND DORR LLP.
Plan sponsor
Name
WILMER CUTLER PICKERING HALE AND DORR LLP
EIN
04-1409810
Address
60 STATE STREET · BOSTON, MA · 02109
Phone
(617) 526-6000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
COMMITTEE ON EMPLOYEE BENEFIT PLANS
EIN
22-2944813
City
BOSTON, MA
Phone
(617) 526-6000
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSE COOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SELECT EQUITY GROUP | 46-3465710 | — | NONE | $109K | — |
| SECURITY CAPITAL RESEARCH & MANAGEM | 36-4130398 | — | NONE | $14K | — |
Investments
98 direct securities· $221.0M(96% of reported assets)
Uncategorized
$220.9M
97 holdings
Common Stocks
$99K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies *The Northern Trust Company Northern Institutional Funds Treasury Portfolio | — | — | $27.0M | $27.0M | 11.7% | |
| Lone Cascade LP Lone Cascade LP 13,000,000 | — | — | — | $20.6M | 8.9% | |
| Vanguard 500 Index Fund | — | — | $11.3M | $19.2M | 8.4% | |
| Oakmark LP Oakmark Global Equity LP 1,557,869 | — | — | — | $17.6M | 7.6% | |
| Vanguard Short Term Investment Grade Fund | — | — | $15.1M | $14.9M | 6.5% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | $13.4M | $12.5M | 5.4% | |
| Farallon Capital Institutional Partners, LP Farallon Capital Institutional Partners, LP 4,280,504 | — | — | — | $9.8M | 4.2% | |
| Empyrean Capital Partners, LP Empyrean Capital Overseas Fund Ltd 4,865,890 | — | — | — | $7.1M | 3.1% | |
| Goldentree Asset Management Goldentree Multi-Sector Custom Fund I (Cayman) LP 6,000,000 | — | — | — | $6.9M | 3.0% | |
| Morgan Stanley Fund Services Steadfast International Ltd. 2,098,777 | — | — | — | $6.0M | 2.6% | |
| Touchstone Sands Capital Emerging Markets Growth Fund | — | — | $4.5M | $4.9M | 2.2% | |
| Citco Fund Services (Singapore) Pty Ltd. Amansa Feeder, Ltd 1,493,997 | — | — | — | $4.6M | 2.0% | |
| Baker Brothers HCIF Offshore, LP Baker Brothers HCIF Offshore, LP 5,703,954 | — | — | — | $4.5M | 2.0% | |
| Taconic Opportunity Offshore Fund Ltd. Taconic Opportunity Offshore Fund Ltd 3,242,158 | — | — | — | $4.3M | 1.9% | |
| Hall Capital Partners HCP Private Equity Fund IX LP 3,506,750 | — | — | — | $4.1M | 1.8% | |
| Hall Capital Partners HCP Private Equity Fund VII (Cayman) LP 367,202 | — | — | — | $3.8M | 1.6% | |
| Hedge funds Bayberry Master L.P. Bayberry Offshore Ltd. 3,000,000 | — | — | — | $3.8M | 1.6% | |
| Hall Capital Partners HCP China Capital Appreciation Fund LP 2,057,214 | — | — | — | $3.1M | 1.3% | |
| Limited partnerships Abrams Capital Partners Abrams Capital Partners II, LP 1 | — | — | — | $2.9M | 1.2% | |
| Hall Capital Partners HCP Real Estate Fund III, LP 2,680,000 | — | — | — | $2.8M | 1.2% | |
| Hall Capital Partners HCP Real Estate Fund II, LP 2,495,000 | — | — | — | $2.8M | 1.2% | |
| Hall Capital Partners HCP Private Equity Fund X, LP 2,479,025 | — | — | — | $2.8M | 1.2% | |
| Hall Capital Partners HCP Private Equity Fund VI (Cayman) LP - #,** | — | — | — | $2.5M | 1.1% | |
| Fortress Investment Group Fortress Credit Opportunities Fund V Expansion (B) LP 1,326,422 | — | — | — | $1.7M | 0.7% | |
| Prime Finance Partners Prime Finance Long Duration (B-Piece) Fund III 1,450,966 | — | — | — | $1.6M | 0.7% | |
| Hall Capital Partners HCP Private Equity Fund V, LP - #,** | — | — | — | $1.6M | 0.7% | |
| Varde Partners, Inc. The Varde Fund XIII (B) (Feeder) LP 850,741 | — | — | — | $1.5M | 0.7% | |
| Hall Capital Partners HCP Private Equity Fund X-A, LP 1,358,475 | — | — | — | $1.5M | 0.7% | |
| Prime Finance Partners Prime Finance Long Duration (B-Piece) Fund II 844,568 | — | — | — | $1.4M | 0.6% | |
| Hall Capital Partners HCP Real Estate Fund IV-A, LP 1,320,000 | — | — | — | $1.3M | 0.6% | |
| Prime Finance Partners Prime Finance CMBS B-Piece Fund I, LP 210,002 | — | — | — | $1.2M | 0.5% | |
| Hall Capital Partners HCP Real Assets Fund III, LP 535,353 | — | — | — | $994K | 0.4% | |
| Hall Capital Partners HCP Real Estate Fund, LP 744,340 | — | — | — | $979K | 0.4% | |
| Hall Capital Partners HCP Private Equity Fund XI LP 851,266 | — | — | — | $955K | 0.4% | |
| Hall Capital Partners HCP Energy and Natural Resources Fund LP 279,943 | — | — | — | $925K | 0.4% | |
| Varde Partners, Inc. The Varde Fund XII C, LP 278,019 | — | — | — | $872K | 0.4% | |
| Fortress Investment Group Fortress Credit Opportunities Fund VI (B) LP 769,695 | — | — | — | $835K | 0.4% | |
| Turning Rock Turning Rock Fund III 935,872 | — | — | — | $802K | 0.3% | |
| Hall Capital Partners HCP Private Equity Fund XI-A, LP 598,734 | — | — | — | $656K | 0.3% | |
| Hall Capital Partners HCP Private Equity Fund III (Cayman) LP 29,957 | — | — | — | $581K | 0.3% | |
| Tempur Sealy Intl Common Stock | — | — | $396K | $543K | 0.2% | |
| Live Nation Entertainment Inc Common Stock | — | — | $352K | $517K | 0.2% | |
| Wabtec Corp Common Stock | — | — | $264K | $509K | 0.2% | |
| Hall Capital Partners HCP Private Equity Fund IV (Cayman) LP - #,** | — | — | — | $495K | 0.2% | |
| Middleby Corp Common Stock | — | — | $473K | $465K | 0.2% | |
| Varde Partners, Inc. The Varde Europe Fund (Offshore), LP 17,073 | — | — | — | $461K | 0.2% | |
| Brown & Brown Inc Common Stock | — | — | $233K | $441K | 0.2% | |
| Morningstar Inc Common Stock | — | — | $304K | $433K | 0.2% | |
| Trimble Inc Common Stock | — | — | $369K | $425K | 0.2% | |
| ITT Inc Common Stock | — | — | $370K | $424K | 0.2% | |
| Martin Marietta Materials Inc Common Stock | — | — | $292K | $421K | 0.2% | |
| Viking Holdings Ltd Common Stock | — | — | $304K | $400K | 0.2% | |
| Core & Main Inc Common Stock | — | — | $277K | $397K | 0.2% | |
| Dayforce Inc Common Stock | — | — | $402K | $394K | 0.2% | |
| Hall Capital Partners HCP Real Assets Fund II, LP 565,433 | — | — | — | $389K | 0.2% | |
| Service Corp Intl Common Stock | — | — | $333K | $389K | 0.2% | |
| Fortune Brand Innovations Inc Common Stock | — | — | $391K | $349K | 0.2% | |
| Steris Plc Common Stock | — | — | $349K | $336K | 0.1% | |
| Clean HBRS Inc Common Stock | — | — | $208K | $288K | 0.1% | |
| CDW Corp Common Stock | — | — | $278K | $286K | 0.1% | |
| Signet Jewelers Ltd Common Stock | — | — | $257K | $266K | 0.1% | |
| Teledyne Technologies Inc Common Stock | — | — | $231K | $252K | 0.1% | |
| Tractor Supply Co Common Stock | — | — | $196K | $247K | 0.1% | |
| Varde Partners, Inc. The Varde Fund XI (B) (Feeder), LP 159,468 | — | — | — | $241K | 0.1% | |
| Paychex Inc Common Stock | — | — | $184K | $237K | 0.1% | |
| Emcor Group Inc Common Stock | — | — | $181K | $218K | <0.1% | |
| Toro Co Common Stock | — | — | $261K | $211K | <0.1% | |
| Labcorp Holdings Inc Common Stock | — | — | $217K | $210K | <0.1% | |
| Entegris Inc Common Stock | — | — | $216K | $206K | <0.1% | |
| Smith A O Corp Common Stock | — | — | $229K | $184K | <0.1% | |
| Healthpeak Op LLC Common Stock | — | — | $160K | $152K | <0.1% | |
| Equinix Inc Common Stock | — | — | $131K | $146K | <0.1% | |
| Camden Property Trust Common Stock | — | — | $130K | $138K | <0.1% | |
| Caci International Inc Common Stock | — | — | $163K | $131K | <0.1% | |
| Kite Realty Group Trust Common Stock | — | — | $111K | $131K | <0.1% | |
| Federal Realty Investment Trust Common Stock | — | — | $110K | $116K | <0.1% | |
| Invitation Homes Inc Common Stock | — | — | $130K | $115K | <0.1% | |
| Bio-Techne Corp Common Stock | — | — | $134K | $115K | <0.1% | |
| Ventas Inc Common Stock | — | — | $98K | $113K | <0.1% | |
| Kimco Realty Corporation Common Stock | — | — | $89K | $112K | <0.1% | |
| UDR Inc Common Stock | — | — | $97K | $111K | <0.1% | |
| Digital Realty Trust Inc Common Stock | — | — | $78K | $110K | <0.1% | |
| Equity Residential Common Stock | — | — | $114K | $108K | <0.1% | |
| Revvity Inc Common Stock | — | — | $121K | $104K | <0.1% | |
| PTC Inc Common Stock | — | — | $83K | $102K | <0.1% | |
| Avalonbay Communities REIT Common Stock | — | — | $92K | $101K | <0.1% | |
| Quanta Services Inc Common Stock | — | — | $69K | $100K | <0.1% | |
| American Homes 4 Rent Common Stock | Common Stocks | — | $99K | $99K | <0.1% | |
| Pub Storage Common Stock | — | — | $86K | $81K | <0.1% | |
| Vici Properties Inc Common Stock | — | — | $86K | $75K | <0.1% | |
| Host Hotels & Resorts Inc Common Stock | — | — | $58K | $57K | <0.1% | |
| Cubesmart Common Stock | — | — | $67K | $57K | <0.1% | |
| UBS Fund Services (Cayman) Ltd. Dynamo Brasil VIII LLC 23,470 | — | — | — | $57K | <0.1% | |
| Mount Kellett Capital Management L.P. Mount Kellett Capital Partners (Cayman) II, LP 30,528 | — | — | — | $54K | <0.1% | |
| Macerich Co REIT Common Stock | — | — | $47K | $47K | <0.1% | |
| Rexford Industrial Realty Inc Common Stock | — | — | $44K | $33K | <0.1% | |
| Hall Capital Partners HCP WPPE X Investors, LLC 3,000 | — | — | — | $16K | <0.1% | |
| Shorenstein Realty Investors Nine, L.P. SRI Nine REIT 21,558 | — | — | — | $1K | <0.1% |
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