How big is Pricewaterhousecoopers LLP's plan?

Pricewaterhousecoopers LLP's plan reported $1.9B in assets and 5,514 participants for 2022.

Original filing (PDF)20240415112514NAL0001787889001

Pricewaterhousecoopers LLP

Name: Pricewaterhousecoopers LLP — Retirement Benefit, Form 5500 (2022)
Creator: Pricewaterhousecoopers LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Retirement Benefit Accumulation Plan for Employees of PWC LLP

Defined-benefit pension plan · Pricewaterhousecoopers LLP's Retirement Benefit Accumulation Plan for Employees of PWC LLP held $1.9B in plan assets for 5,514 participants in 2022, with Conduent as recordkeeper.

Signals · 2

35% in single holding11 service providers

Active participants

5,514

Accounts w/ balance

—

Plan assets (EOY)

$1.9B

Net assets (EOY)

$1.9B

People on this filing

Ephraim Sudwerts signed Pricewaterhousecoopers LLP's 2022 Form 5500 as plan administrator.

Ephraim Sudwerts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pricewaterhousecoopers LLP's EIN is 13-4008324.

EIN 13-4008324

Plan number 002

Plan year 2022

ACK ID 20240415112514NAL0001787889001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Pricewaterhousecoopers LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Pricewaterhousecoopers LLP's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRICEWATERHOUSECOOPERS LLP.

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How this plan invests

This plan

32 pooled trusts

Schedule D

18 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Plan sponsor

Name

PRICEWATERHOUSECOOPERS LLP

EIN

all filings

Address

4040 W. BOY SCOUT BLVD · TAMPA, FL · 33607

Phone

(813) 348-7000

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-04-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GRANT THORNTON, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONDUENT HR SOLUTIONS, LLC	—	FLORHAM PARK, NJ	NONE	$123K	—
ALIGHT SOLUTIONS LLC	82-1061233	—	NONE	$71K	—

Accountant / Auditor

Investments

18 direct securities · 32 pooled funds· $1.8B(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$1.4B

32 holdings

Other securities

$479.8M

18 holdings

					% of plan
NORTHERN TRUST S&P 500 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002	Common Collective Trust	—	$233.4M	$647.8M	35.0%
NORTHERN TRUST SHORT TERM INV FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084	Common Collective Trust	—	$195.4M	$203.5M	11.0%
SEI	Other securities	—	$257.0M	$180.7M	9.8%
NEUBERGER BERMAN	Other securities	—	$177.7M	$176.8M	9.5%
NORTHERN TRUST RUSSELL 2000 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107	Common Collective Trust	—	$70.9M	$112.9M	6.1%
NORTHERN TRUST EAFE INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 111	Common Collective Trust	—	$67.8M	$102.4M	5.5%
STATE STREET TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023	Common Collective Trust	—	$83.3M	$95.8M	5.2%
STATE STREET TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025	Common Collective Trust	—	$46.5M	$54.3M	2.9%
WELLS FARGO	Other securities	—	$28.8M	$28.8M	1.6%
STATE STREET TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024	Common Collective Trust	—	$24.5M	$28.4M	1.5%
BAIRD	Other securities	—	$26.2M	$26.1M	1.4%
STATE STREET TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021	Common Collective Trust	—	$22.2M	$24.3M	1.3%
FEDERATED INVESTORS	Other securities	—	$22.4M	$20.2M	1.1%
STATE STREET TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022	Common Collective Trust	—	$17.6M	$19.5M	1.1%
NORTHERN TRUST LONG TERM GOVT BOND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 060	Common Collective Trust	—	$17.3M	$17.8M	1.0%
SEI	Other securities	—	$15.4M	$14.5M	0.8%
STATE STREET TARGET RETIREMENT INCO STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030	Common Collective Trust	—	$12.2M	$13.1M	0.7%
STATE STREET REAL ASSET NON-LENDING STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 059	Common Collective Trust	—	$10.2M	$10.4M	0.6%
STATE STREET TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026	Common Collective Trust	—	$8.4M	$9.8M	0.5%
STATE STREET TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027	Common Collective Trust	—	$7.7M	$9.1M	0.5%
NORTHERN TRUST	Other securities	—	$8.1M	$8.9M	0.5%
EATON VANCE	Other securities	—	$6.6M	$6.6M	0.4%
ALLSPRING	Other securities	—	$6.5M	$6.5M	0.3%
SEI	Other securities	—	$6.9M	$6.2M	0.3%
NORTHERN TRUST EMERGING MARKETS NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 230	Common Collective Trust	—	$4.8M	$4.4M	0.2%
STATE STREET TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029	Common Collective Trust	—	$3.7M	$4.4M	0.2%
CALVERT	Other securities	—	$4.3M	$3.9M	0.2%
UBS ASSET MANAGEMENT	Other securities	—	$1.1M	$1.2M	<0.1%
UBS TRUMBULL DIV PROP FD UBS (US) GROUP TRUST · EIN 36-3762086 / PN 091	Common Collective Trust	—	—	$1.2M	<0.1%
STATE STREET TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028	Common Collective Trust	—	$600K	$687K	<0.1%
US DEPARTMENT OF TREASURY	Other securities	—	—	$111K	<0.1%
NORTHERN TRUST AGGREGATE BOND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088	Common Collective Trust	—	$21K	$17K	<0.1%
STATE STREET TARGET RETIREMENT 2065 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045	Common Collective Trust	—	$14K	$17K	<0.1%
US DEPARTMENT OF TREASURY	Other securities	—	—	$3K	<0.1%
NORTHERN TRUST TIPS NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 091	Common Collective Trust	—	—	$0	<0.1%
VOYA CORE PLUS UNITS 1&2 VOYA INVESTMENT TRUST CO · EIN 02-0488491 / PN 001	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MOD 2025 UBS ASSET MANAGEMENT · EIN 36-2762086 / PN 100	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MOD 2015 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 120	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MOD 2035 UBS ASSET MANAGEMENT · EIN 36-2762086 / PN 102	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MODERATE 2045 UBS ASSET MANAGEMENT · EIN 36-2762086 / PN 104	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MOD 2020 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 121	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MOD 2030 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 123	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MOD 2040 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 125	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MOD 2050 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 127	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MOD 2060 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 129	Common Collective Trust	—	—	$0	<0.1%
MORNINGSTAR LIFETIME MOD 2055 UBS ASSET MANAGEMENT · EIN 36-2762086 / PN 128	Common Collective Trust	—	—	$0	<0.1%
US DEPARTMENT OF TREASURY	Other securities	—	—	-$31K	<0.1%
US DEPARTMENT OF TREASURY	Other securities	—	—	-$39K	<0.1%
US DEPARTMENT OF TREASURY	Other securities	—	—	-$242K	<0.1%
US DEPARTMENT OF TREASURY	Other securities	—	—	-$301K	<0.1%

1–50 of 50

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Northern Trust$1.1B State Street / SPDR$269.8M Neuberger Berman$176.8M Wells Fargo / Allspring$35.3M Eaton Vance / Calvert$10.5M

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