Wachtell, Lipton, Rosen & Katz 401(k) Plan: Login, Facts & Contact Information
Wachtell, Lipton, Rosen & Katz 401(k) Login
376 former Wachtell, Lipton, Rosen & Katz employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Wachtell, Lipton, Rosen & Katz 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Apr 1, 2024 – Mar 31, 2025), filed Nov 18, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $21.3 million went into the plan in contributions, $7.28 million of it from the employer (34%).
- $56.3 million was paid out to participants.
- Investment and other income added $41.3 million.
- Administrative expenses were $81,648, about $81 per account.
How the Wachtell, Lipton, Rosen & Katz 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 955 | $398.5 million | $6.65 million | $20.3 million |
| 2020 | 986 | $536.4 million | $6.64 million | $45.2 million |
| 2021 | 975 | $560.7 million | $6.93 million | $15.8 million |
| 2022 | 989 | $511.0 million | $7.21 million | $25.3 million |
| 2023 | 1,004 | $632.5 million | $7.27 million | $16.5 million |
| 2024 | 1,026 | $638.7 million | $7.28 million | $56.3 million |
Wachtell, Lipton, Rosen & Katz 401(k) Contact Information
Questions about the Wachtell, Lipton, Rosen & Katz 401(k)
Does Wachtell, Lipton, Rosen & Katz contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.28 million, 34% of all contributions.
Does the Wachtell, Lipton, Rosen & Katz 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Wachtell, Lipton, Rosen & Katz 401(k) plan?
1,026 participants at the start of plan year 2024, 660 of them active employees, and 376 former employees who still had money in the plan.
What is the average 401(k) balance at Wachtell, Lipton, Rosen & Katz?
About $629,901 per account: $638.7 million in plan assets across 1,014 accounts with a balance at the end of plan year 2024.
Who manages the Wachtell, Lipton, Rosen & Katz 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Wachtell, Lipton, Rosen & Katz. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.