401(k) · DOL Form 5500 · 2022

Cleary Gottlieb Steen & Hamilton LLP 401(k) Plan

Data updated 2026-08-25

$416M
Total assets Above avg plan size
315
Participants Below avg headcount
98th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) · Sponsored by Cleary Gottlieb Steen & Hamilton LLP · New York · Professional & Technical Services

$416M in assets, 315 participants

Cleary Gottlieb Steen & Hamilton LLP's Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) reported $416M in total assets and 315 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #21,197 in Professional & Technical Services (21,562 peers)

Coverage in New York

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) covers 315 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $416M.

#21,197
in Professional & Technical Services (21,562 peers)
-21.0%
assets change YoY
4.2×
vs typical plan assets (national mean)

The plan reported a net loss of $111M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)'s outsized position by total assets

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) vs every filed plan by assets

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

$415,570,526 Top 2% higher than 98% 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

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) 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. Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) sits mid-pack in the medium band (315 participants).

EBSA filing schedule strip

Filing strip 135599083 · Cleary Gottlieb Steen & Hamilton LLP PY 2022 · 401(k)

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) · $416M · 315 · 98th

  • BOY $416M
  • BOY 315
  • BOY 98th
  • BOY 401(k)
  • BOY near Turner Industries 401(k) Plan
  • BOY ind #21197

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 →

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) in the asset neighbourhood

Samtec, Incorporated Retirement PlanSamtec, Incorporated Retirem…$416MCleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)Cleary Gottlieb Steen & Hami…$416MTurner Industries 401(k) Plan$415MBlackbaud Retirement Savings PlanBlackbaud Retirement Savings…$415MDominion Energy Hourly Savings PlanDominion Energy Hourly Savin…$415M
End-of-year total assets ($M) among Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$526M
Net Assets (End of Year)$416M
Net Income-$111M
Employer EIN135599083
Plan Effective Date1984-02-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleary Gottlieb Steen & Hamilton LLP)

Sponsor-wide plan assets over time

All Cleary Gottlieb Steen & Hamilton LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 34.63647724221258% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.87B $1.17B ▲ +34.5%
Year Plans Participants Total Assets
2022 3 1,579 $869M
2023 3 1,615 $1.0B
2024 3 1,249 $1.2B

Nearby 401(k) Plans in New York

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

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a), Total assets ($B): 0.415570526 · Participants: 315Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)IBM 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
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) side-by-side with 3 peers →

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Turner Industries 401(k) Plan in LA ($415M); by covered participants it is Blue Horseshoe Solutions, Inc. 401(k) Plan in IN (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($416M here).

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) assets move in 2022? ▼
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) declined sharply - down 21.0% during 2022, from $526M to $416M. Reported net income was -$111M.
How have Cleary Gottlieb Steen & Hamilton LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleary Gottlieb Steen & Hamilton LLP's sponsor-wide assets grew 34.6%, from $869M to $1.2B.
Where does Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) rank by assets among Form 5500 filers? ▼
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)? ▼
Among 401(k) plans in other states, the closest by assets is Turner Industries 401(k) Plan in LA ($415M, 19,479 participants).
Which 401(k) plans cover a similar participant headcount to Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Horseshoe Solutions, Inc. 401(k) Plan in IN (315 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 135599083.

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.