Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement Plan for Employees of Alliancebernstein L.P.

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

Sponsored by Alliancebernstein L.P. · Tennessee · Finance & Insurance

What the 2023 filing shows

Retirement Plan for Employees of Alliancebernstein L.P. holds $96M for 148 participants — about $649,820 per participant, down 26.8% over the 2022 plan year.

$96M
total plan assets (2022 EOY)
148
covered participants
$649,820
avg assets per participant
-26.8%
assets change YoY

The plan reported a net loss of $35M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$96M
Participants
148
State
Industry
Finance & Insurance

What the Filing Says About Retirement Plan for Employees of Alliancebernstein L.P.

Retirement Plan for Employees of Alliancebernstein L.P. is a Defined Benefit (Pension) retirement plan sponsored by Alliancebernstein L.P., headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $96M in total end-of-year assets and covers 148 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 134064930, and the plan has been effective since 1980-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $131M at the beginning of 2022 to $96M at year-end — a decline of 26.8%. Net assets (after liabilities) closed the year at $96M, with reported net income of $-35,218,745 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)$131M
Total Assets (End of Year)$96M
Net Assets (End of Year)$96M
Net Income$-35,218,745
Plan TypeDefined Benefit (Pension)
Employer EIN134064930
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliancebernstein L.P.)

Year Plans Participants Total Assets
2022 2 3,237 $1.4B
2023 2 3,298 $1.6B
2024 2 3,318 $1.8B

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement Plan for Employees of Alliancebernstein L.P.?
As of the 2022 Form 5500 filing, Retirement Plan for Employees of Alliancebernstein L.P. holds $96M in total assets with 148 participants. It is sponsored by Alliancebernstein L.P..
What type of plan is Retirement Plan for Employees of Alliancebernstein L.P.?
Retirement Plan for Employees of Alliancebernstein L.P. is a Defined Benefit (Pension) plan. It has been effective since 1980-01-01. The plan is filed with the U.S. Department of Labor under EIN 134064930.
Who sponsors the Retirement Plan for Employees of Alliancebernstein L.P.?
Retirement Plan for Employees of Alliancebernstein L.P. is sponsored by Alliancebernstein L.P., located in Tennessee. The sponsor's EIN is 134064930 and the plan operates in the Finance & Insurance industry.
How did Retirement Plan for Employees of Alliancebernstein L.P. perform in 2022?
Retirement Plan for Employees of Alliancebernstein L.P. declined by 26.8% during 2022, moving from $131M to $96M in total assets. Net income was $-35,218,745.
Where can I find official filings for Retirement Plan for Employees of Alliancebernstein L.P.?
Official Form 5500 filings for Retirement Plan for Employees of Alliancebernstein L.P. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 134064930 or plan name at efast.dol.gov.
How does Retirement Plan for Employees of Alliancebernstein L.P. compare to other plans?
You can compare Retirement Plan for Employees of Alliancebernstein L.P. against other Defined Benefit (Pension) plans on the plan type page, or view plans in Tennessee 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 134064930.

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.