Florida › Professional, scientific and technical services › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Jul 2024 to 30 Jun 2025
Retirement Plan for Employees of PWC
Sponsored by PWC US Group LLP, Tampa, FL
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Retirement Plan for Employees of PWC is a defined benefit pension plan sponsored by PWC US Group LLP of Tampa, Florida. For the plan year ending 30 Jun 2025 it reported 1,235 participants, 193 of them active, and net assets of $84.8M.
Net assets came to $68,702 per participant, well below the $87,935 median for defined benefit plans with 1,000 to 4,999 participants and well below the $176,808 median for defined benefit plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 6 service provider organisations paid $5,000 or more, with reported compensation of $433K: $351 per participant, above the same-size median of $325. Administrative expenses charged to the plan were $578K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $68,702 | $87,935 | $176,808 | $86,221 |
| Employer contributions per active participant | — | $10,593 | $35,855 | $10,244 |
| Schedule C compensation per participant | $351 | $325 | $450 | $344 |
| Schedule C compensation, share of net assets | 0.51% | 0.41% | 0.30% | 0.42% |
| Administrative expenses per participant | $468 | $513 | $596 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 1,000 to 4,999 participants (1,540 plans), professional, scientific and technical services (277) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 1,235 | $84.8M | $68,701 | — | — | $433K |
| 2023 | 1,345 | $86.2M | $64,052 | — | — | $364K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$86,150,013
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions$280,515
- Total contributions$280,515
- Total income, including investment results$8,202,860
- Benefits paid$8,928,658
- Administrative expenses$577,763
- Total expenses$9,506,421
- Net income−$1,303,561
- Net transfers$0
- Net assets, end of year$84,846,452
Participants
- Active participants193
- Retired or separated, receiving benefits340
- Retired or separated, entitled to future benefits688
- Total participants, end of year1,235
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Alight Solutions | Recordkeeping and information management | $183,891 | $102 |
| SEI Investments | Investment management | $128,850 | $0 |
| Grant Thornton LLP | Accounting (including auditing) | $77,211 | $0 |
| Aon Investments USA Inc. | Investment management | $30,314 | $0 |
| State Street Bank and Trust Company | Custodial (securities); Trustee (bank, trust company, or similar financial institution); Investment management | $7,791 | $0 |
| USI Consulting Group | Actuarial; Investment management | $5,033 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Recordkeeping fees$183,891
- Investment advisory and management fees$167,143
- Other administrative expenses$137,027
- IQPA audit fees$77,211
- Trustee and custodial fees$7,791
- Contract administrator fees$4,700
- Total administrative expenses$577,763
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$71.3M · 83.6%
- U.S. Government securities$13.6M · 15.9%
- Receivables$386K · 0.5%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmGrant Thornton LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related1IFrozen plan3BPlan covering self-employed individuals3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541211: Offices of Certified Public Accountants.
Other plans of PWC US Group LLP
| Plan | Participants | Net assets |
|---|---|---|
| Savings Plan for Employees and Partners of PWC | 78,776 | $13.2B |
| Retirement Wealth Builder Plan of PWC | 67,946 | $5.70B |
| Retirement Benefit Accumulation Plan for Employees of PWC | 15,528 | $1.93B |
| Retirement Wealth Builder Plan for Business Services Staff of PWC | 5,379 | $265M |
| Retirement Accumulation Plan for Partners of PWC | 4,312 | $2.64B |
Similar plans in Florida
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Retirement Accumulation Plan for Partners of PWC | PWC US Group LLP | 4,312 | $2.64B | $612,108 |
| Holland & Knight Cash Balance Plan - 2019 | Holland & Knight LLP | 867 | $217M | $249,769 |
| Retirement Benefit Accumulation Plan for Employees of PWC | PWC US Group LLP | 15,528 | $1.93B | $124,495 |
| AAA Retirement Plan | American Automobile Association, Inc. and Subs. | 832 | $102M | $122,250 |
Defined benefit plans in professional, scientific and technical services closest in size.
Questions and answers
How big is Retirement Plan for Employees of PWC?
1,235 participants at the end of the plan year ending 30 Jun 2025, of whom 193 were active employees, with net assets of $84,846,452. Among defined benefit plans that places it in the 1,000 to 4,999 participants band, which held 1,540 plans in plan year 2024.
What does PWC US Group LLP contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $433,192 in compensation to service provider organisations, $351 per participant or 0.51% of net assets. The same-size median among plans reporting any Schedule C compensation was $325 per participant. Administrative expenses on Schedule H were $577,763. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is PWC US Group LLP. Recordkeeping or administration: Alight Solutions. Investment advisory or management: SEI Investments, Aon Investments USA Inc. and State Street Bank and Trust Company. Trustee or custodian: State Street Bank and Trust Company. The financial statements were audited by Grant Thornton LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jul 2024 to 30 Jun 2025, received by the Department of Labor on 14 Apr 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 92-0400838, plan 001, received 14 Apr 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.