401(k) · DOL Form 5500 · 2022

Patterson Belknap Webb & Tyler LLP 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
128
Participants Small participant base
91st
Percentile by assets National rank
$582,338
Avg per participant High balance/head
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Official DOL plan name: 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP · Sponsored by Patterson Belknap Webb & Tyler LLP · New York · Professional & Technical Services

$75M in assets, 128 participants

Patterson Belknap Webb & Tyler LLP's 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP reported $75M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,863 in Professional & Technical Services (21,562 peers)

Coverage in New York

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $75M.

#19,863
in Professional & Technical Services (21,562 peers)
-14.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP's outsized position by total assets

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$74,539,222 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP 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. 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP sits mid-pack in the medium band (128 participants).

Form 5500 schedule snapshot

Filing strip 135622951 · Patterson Belknap Webb & Tyler LLP PY 2022 · 401(k)

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP · $75M · 128 · 91st

  • EOY $75M
  • 5500 128
  • ASSETS 91st
  • PCT 401(k)
  • EIN near The Lakeland Group Retirement Savings Plan
  • RANK ind #19863

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 →

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP in the asset neighbourhood

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP401(k) Plan for Secretarial …$75MThe Lakeland Group Retirement Savings PlanThe Lakeland Group Retiremen…$75MFoster, Swift, Collins & Smith, P.C. Employee Profit Sharing PlanFoster, Swift, Collins & Smi…$75MThe Retirement Plan for Employees of the Cooper Group, Inc. and Participating AffiliatesThe Retirement Plan for Empl…$75MLmi Aerospace, Inc. Profit Sharing and Savings Plan and TrustLmi Aerospace, Inc. Profit S…$75M
End-of-year total assets ($M) among 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$75M
Net Income-$17M
Employer EIN135622951
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson Belknap Webb & Tyler LLP)

Sponsor-wide plan assets over time

All Patterson Belknap Webb & Tyler LLP plans reported in each filing year

Latest sponsor-wide plan assets
$281M 19.317813892493348% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $236M $281M ▲ +19.3%
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.

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP, Total assets ($B): 0.074539222 · Participants: 128401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLPIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP vs. nearby 401(k) plans in New York, assets vs. participants
Compare 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP side-by-side with 3 peers →

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Lakeland Group Retirement Savings Plan in VA ($75M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP assets move in 2022? ▼
401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP pulled back noticeably - down 14.9% during 2022, from $88M to $75M. Reported net income was -$17M.
How have Patterson Belknap Webb & Tyler LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patterson Belknap Webb & Tyler LLP's sponsor-wide assets grew 19.3%, from $236M to $281M.
Where does 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP rank by assets among Form 5500 filers? ▼
401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP? ▼
Among 401(k) plans in other states, the closest by assets is The Lakeland Group Retirement Savings Plan in VA ($75M, 1,318 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

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