WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN

Plan Contact

  • Address: 51 WEST 52ND STREET,NEW YORK,NY
  • Contact person: ERICA E BONNETT
  • Phone: (212) 403-1000

Plan General Information

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN is $510,978,690.00.This plan was established in 1984.

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN is 989

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN is $516,661.00

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN is $11,635.00.

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN is approximately $7,292.00
Investing in this additonal $7,292.00 for 20 years would give you extra $466,701.00, assuming a 10% annual return.

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN allocates $7,212,002.00 to match its employees' contributions, providing an employer match rate of 63.12% of their contributions

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN is -8.87%.

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN is -7.82%. This measures the effectiveness of the plan participants' investments in the year.

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN is 0.06%.

Enrollment Features

WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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