Filings through Oct 24, 2026.

Savings Plan for Employees and Partners of PWC

Name: PWC US GROUP LLP - SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC (2025) Form 5500
Creator: PWC US GROUP LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC, PWC US GROUP LLP

PWC US Group LLPEIN 92-0400838Plan #004PY 2025

C/O NATIONAL BENEFITS DEPARTMENT, 4040 W. BOY SCOUT BLVD. - TAMPA, FL 33607813-351-6919

Other plans on this EIN

5 filings

#192Retirement-$5.70B assets #005Retirement-$2.67B assets #002Retirement-$1.93B assets #003Retirement-$265.3M assets #001Retirement-$85.3M assets

How to read this page

Prospect flags

No flags tripped on the 2025 filing.

How flags work

Total assets (EOY)

$15.6B

+18.2% from 2024

Total participants

79,054

+0.4% from 2024

Average account balance

$200,242

+17.8% from 2024

Annual return

19.50%

+2.62 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 97 peers

Industry: 54 - Professional, Scientific, and Technical Services
Plan type: Defined contribution
Participants: >=10,000
Cohort: 97 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

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Plan history

Showing the 2025 filing, 1 of 3 years on record. Charts need 3 years.

2025 filing

Total assets (EOY): $15,568,590,662
Participants: 79,054
Contributions: $900,761,823
Annual return: 19.50%

2024 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

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Annual return by year
Year-over-year charts

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Expense breakdown

$827K in admin expenses, $10 per participant (all participants, line 6f).

Schedule H, line 2i

Other / not subdivided$827K (100%)

Admin expense ratio

0.005%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

0 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

18 funds of $250K or more, counting each target-date vintage; shown as 9 lines, holding $11.3B of the plan's $13.2B. Recordkeeper: not identified.

2024 filing, Schedule H, line 4i

In collective trusts93%median 62% for plans over $1B (1,350 plans)

In index funds53%median 38% for plans over $1B (1,350 plans)

In the main target-date series38%median 40% for plans over $1B (1,350 plans)

Employer stockNo

Target-date series: SSgA Target Retirement, collective trust, 38% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
NT S&P 500 Index Fund Northern Trust · Collective trust Index	Northern Trust	Collective trust	$4.83B	42.8%
SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages	State Street (SSgA)	Collective trust	$4.29B	38.0%
Neuberger Berman Genesis Fund Class R Neuberger Berman · Mutual fund	Neuberger Berman	Mutual fund	$770M	6.8%
NT Extended Equity Market Index Fund Northern Trust · Collective trust Index	Northern Trust	Collective trust	$636M	5.6%
Northern Trust EAFE Index Northern Trust · Collective trust Index	Northern Trust	Collective trust	$448M	4.0%
Northern Trust Global Sustainability Northern Trust · Collective trust	Northern Trust	Collective trust	$167M	1.5%
State Street State St Trgt Income State Street (SSgA) · Collective trust	State Street (SSgA)	Collective trust	$101M	0.9%
State Street U.S. Bond Index Fund State Street (SSgA) · Collective trust Index	State Street (SSgA)	Collective trust	$27.1M	0.2%
Allspring Investments Allspring · Mutual fund	Allspring	Mutual fund	$17.3M	0.2%

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Schedule C

This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: GRANT THORNTON
Auditor EIN: 36-6055558
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

9 feature codes on the 2025 filing.

Line 8a

Plan feature codes2E2F2G2J2K2S2T3B3H

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

NT S&P 500 Index Fund

Northern Trust · Collective trust

Index

$4.83B

42.8%

SSgA Target Retirement

State Street (SSgA) · Collective trust

Target-date, 10 vintages

$4.29B

38.0%

Neuberger Berman Genesis Fund Class R

Neuberger Berman · Mutual fund

$770M

6.8%

NT Extended Equity Market Index Fund

Northern Trust · Collective trust

Index

$636M

5.6%

Northern Trust EAFE Index

Northern Trust · Collective trust

Index

$448M

4.0%

Northern Trust Global Sustainability

Northern Trust · Collective trust

$167M

1.5%

State Street State St Trgt Income

State Street (SSgA) · Collective trust

$101M

0.9%

State Street U.S. Bond Index Fund

State Street (SSgA) · Collective trust

Index

$27.1M

0.2%

Allspring Investments

Allspring · Mutual fund

$17.3M

0.2%

Savings Plan for Employees and Partners of PWC

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Savings Plan for Employees and Partners of PWC

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Savings Plan for Employees and Partners of PWC

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Savings Plan for Employees and Partners of PWC

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion