Warner Music Group 401(K) Plan — Form 5500 plan (Warner Music Group)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Warner Music Group 401(K) Plan is a benefit plan reported by Warner Music Group under EIN 13-3565869 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,120 participants and $404,355,731 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$404.4MPlan net assets, end of year$404,354,277
Participants3.1KCovered participants reported3,120
Assets / participant$129.6KComputed: assets ÷ participants$129,601 (computed)
Provider compensation$278.5K3 Schedule C provider row(s)$278,485
- Plan sponsor
- Warner Music Group
- EIN
- 13-3565869
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,120 | H, C | 20241007095147NAL0025888976001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$404.4M total assets
Net assets$404.4MLiabilities$1.5K
Full reported line items
Net assets
- Total assets (EOY)
- $404,355,731
- Total liabilities (EOY)
- $1,454
- Net assets (EOY)
- $404,354,277
- Net assets (BOY)
- $339,375,818
Income & contributions
- Employer contributions
- $9,472,443
- Participant contributions
- $23,604,071
- Total contributions
- $36,086,038
- Total income / additions
- $99,221,922
Expenses & distributions
- Benefits paid
- $33,964,091
- Administrative expenses
- $278,486
- Total expenses
- $34,243,463
- Net increase / (decrease)
- $64,978,459
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $153,425 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $113,915 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | ATTORNEY/LEGAL | $11,145 | not reported in the loaded dataset | 2023 |