Defined Benefit (Pension) · DOL Form 5500 · 2022
Jackson Lewis P.C. Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 305
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $71,939
- Avg per participant Below avg balance/head
Official DOL plan name: The Jackson Lewis P.C. Cash Balance Plan II · Sponsored by Jackson Lewis P.C. · New York · Professional & Technical Services
$22M in assets, 305 participants
Jackson Lewis P.C.'s The Jackson Lewis P.C. Cash Balance Plan II reported $22M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #17,021 in Professional & Technical Services (21,562 peers)
Coverage in New York
The Jackson Lewis P.C. Cash Balance Plan II covers 305 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $22M.
- #17,021
- in Professional & Technical Services (21,562 peers)
- +67.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Jackson Lewis P.C. Cash Balance Plan II's outsized position by total assets
The Jackson Lewis P.C. Cash Balance Plan II vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,941,400 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Jackson Lewis P.C. Cash Balance Plan II among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Jackson Lewis P.C. Cash Balance Plan II sits mid-pack in the medium band (305 participants).
Published 5500 schedule card
Filing strip 463862389 · Jackson Lewis P.C. PY 2022 · Defined Benefit (Pension)
The Jackson Lewis P.C. Cash Balance Plan II · $22M · 305 · 79th
- IND $22M
- IND 305
- IND 79th
- IND Defined Benefit (Pension)
- IND near Wyoming Refining Company Pension Plan
- IND ind #17021
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →
The Jackson Lewis P.C. Cash Balance Plan II in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $9M |
| Employer EIN | 463862389 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jackson Lewis P.C.)
Sponsor-wide plan assets over time
All Jackson Lewis P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $687M 34.745149447162575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,324 | $510M |
| 2023 | 3 | 2,027 | $573M |
| 2024 | 3 | 2,943 | $687M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
The Jackson Lewis P.C. Cash Balance Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Wyoming Refining Company Pension Plan in TX ($22M); by covered participants it is Grinnell Mutual Retirement Plan in IA (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Wyoming Refining Company Pension Plan (TX) $22M · 95
- Frozen Pension Plan for Employees of American Property Casualty Insurance Association (IL) $22M · 36
- Chicago Moving Picture Operators Union Local 110 of the Iatse & Mpmo Severance Trust (IL) $22M · 186
- Southern Illinois Bricklayers Pension Fund (MO) $22M · 127
Similar participant headcount
Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.
- Grinnell Mutual Retirement Plan (IA) 305 · 0 off
- Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund (OH) 305 · 0 off
- Mcwane Salaried Pension Plan (AL) 305 · 0 off
- Ilwu-Pma Watchmen Pension Plan (CA) 305 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.