401(k)
2022 plan-year 401(k) DOL Form 5500

Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Patterson Belknap Webb & Tyler LLP · New York · Professional & Technical Services

What the 2023 filing shows

Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP holds $45M for 158 participants — about $286,415 per participant, down 20.8% over the 2022 plan year.

$45M
total plan assets (2022 EOY)
158
covered participants
$286,415
avg assets per participant
-20.8%
assets change YoY

The plan reported a net loss of $9M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$45M
Participants
158
State
Industry
Professional & Technical Services

What the Filing Says About Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP

Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP is a 401(k) retirement plan sponsored by Patterson Belknap Webb & Tyler LLP, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $45M in total end-of-year assets and covers 158 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135622951, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $57M at the beginning of 2022 to $45M at year-end — a decline of 20.8%. Net assets (after liabilities) closed the year at $45M, with reported net income of $-9,277,254 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$57M
Total Assets (End of Year)$45M
Net Assets (End of Year)$45M
Net Income$-9,277,254
Plan Type401(k)
Employer EIN135622951
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson Belknap Webb & Tyler LLP)

Year Plans Participants Total Assets
2022 4 486 $236M
2023 4 546 $268M
2024 4 569 $281M

Nearby 401(k) Plans in New York

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP?
As of the 2022 Form 5500 filing, Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP holds $45M in total assets with 158 participants. It is sponsored by Patterson Belknap Webb & Tyler LLP.
What type of plan is Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP?
Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 135622951.
Who sponsors the Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP?
Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP is sponsored by Patterson Belknap Webb & Tyler LLP, located in New York. The sponsor's EIN is 135622951 and the plan operates in the Professional & Technical Services industry.
How did Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP perform in 2022?
Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP declined by 20.8% during 2022, moving from $57M to $45M in total assets. Net income was $-9,277,254.
Where can I find official filings for Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP?
Official Form 5500 filings for Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135622951 or plan name at efast.dol.gov.
How does Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP compare to other plans?
You can compare Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 135622951.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.