Back to filter
Original filing (PDF)20240412161637NAL0002878081001
PRICEWATERHOUSECOOPERS LLP
Form 5500
FILING_RECEIVED
RETIREMENT WEALTH BUILDER PLAN OF PRICEWATERHOUSECOOPERS LLP
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
45,122
Accounts w/ balance
53,479
Plan assets (EOY)
$4.1B
Net assets (EOY)
$4.1B
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRICEWATERHOUSECOOPERS LLP.
Plan sponsor
Name
PRICEWATERHOUSECOOPERS LLP
EIN
13-4008324
Address
4040 W. BOY SCOUT BLVD · TAMPA, FL · 33607
Phone
(813) 348-7000
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
192
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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)
No Schedule C providers reportedInvestments
2 pooled funds· $4.1B(100% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GROUP TRUST FOR WEALTH BUILDER PLAN PRICEWATERHOUSECOOPERS LLP · EIN 13-4008324 / PN 006 | Master Trust | $4.0B | 95.7% |
| PWC DEFINED CONTRIBUTION INVEST TR PRICEWATERHOUSECOOPERS LLP · EIN 13-4008324 / PN 007 | Master Trust | $166.5M | 4.0% |
Related plans
Similar-size CPA Offices plans
DELOITTE LLP
DELOITTE PENSION PLAN
$4.0B · 52,625 participants
DELOITTE LLP
DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND MANAGING DIRECTORS
$3.7B · 2,986 participants
RSM US, LLP
THE RSM US LLP RETIREMENT PLAN
$3.4B · 14,521 participants
PWC US GROUP LLP
RETIREMENT WEALTH BUILDER PLAN OF PWC
$4.9B · 45,185 participants
KPMG LLP
KPMG PENSION PLAN
$3.1B · 18,369 participants
ERNST & YOUNG U.S. LLP
ERNST & YOUNG PARTNERSHIP DEFINED BENEFIT RETIREMENT PLAN
$3.0B · 3,712 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants