Defined Benefit (Pension) · DOL Form 5500 · 2022

Simpson Thacher & Bartlett LLP Pension Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
169
Participants Small participant base
95th
Percentile by assets National rank
$943,367
Avg per participant High balance/head
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Official DOL plan name: Cash Balance Plan for Partners & Sr. Staff of Stb LLP · Sponsored by Simpson Thacher & Bartlett LLP · New York · Professional & Technical Services

$159M in assets, 169 participants

Simpson Thacher & Bartlett LLP's Cash Balance Plan for Partners & Sr. Staff of Stb LLP reported $159M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,692 in Professional & Technical Services (21,562 peers)

Coverage in New York

Cash Balance Plan for Partners & Sr. Staff of Stb LLP covers 169 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $159M.

#20,692
in Professional & Technical Services (21,562 peers)
-13.2%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cash Balance Plan for Partners & Sr. Staff of Stb LLP's outsized position by total assets

Cash Balance Plan for Partners & Sr. Staff of Stb LLP vs every filed plan by assets

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

$159,429,016 Top 5% higher than 95% 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

Cash Balance Plan for Partners & Sr. Staff of Stb 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. Cash Balance Plan for Partners & Sr. Staff of Stb LLP sits mid-pack in the medium band (169 participants).

Published 5500 schedule card

Filing strip 135395280 · Simpson Thacher & Bartlett LLP PY 2022 · Defined Benefit (Pension)

Cash Balance Plan for Partners & Sr. Staff of Stb LLP · $159M · 169 · 95th

  • IND $159M
  • EOY 169
  • 5500 95th
  • ASSETS Defined Benefit (Pension)
  • PCT near Glaziers Union Local No. 27 Pension & Retirement P
  • EIN ind #20692

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 →

Cash Balance Plan for Partners & Sr. Staff of Stb LLP in the asset neighbourhood

Glaziers Union Local No. 27 Pension & Retirement PGlaziers Union Local No. 27 …$159MCash Balance Plan for Partners & Sr. Staff of Stb LLPCash Balance Plan for Partne…$159MThe Whiting-Turner Contracting Company Pension PlanThe Whiting-Turner Contracti…$159MChemtura Corporation Retirement PlanChemtura Corporation Retirem…$159MNustar Pension Plan$159M
End-of-year total assets ($M) among Cash Balance Plan for Partners & Sr. Staff of Stb LLP and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$184M
Net Assets (End of Year)$159M
Net Income-$24M
Employer EIN135395280
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson Thacher & Bartlett LLP)

Sponsor-wide plan assets over time

All Simpson Thacher & Bartlett LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 36.38069266450941% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.93B $1.26B ▲ +35.5%
Year Plans Participants Total Assets
2022 6 2,403 $926M
2023 7 2,682 $1.1B
2024 7 2,815 $1.3B

Nearby Defined Benefit (Pension) Plans in New York

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

Cash Balance Plan for Partners & Sr. Staff of Stb LLP vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Cash Balance Plan for Partners & Sr. Staff of Stb LLP, Total assets ($B): 0.159429016 · Participants: 169Cash Balance Plan for Partners & Sr. Staff of Stb LLPIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Cash Balance Plan for Partners & Sr. Staff of Stb LLP vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Cash Balance Plan for Partners & Sr. Staff of Stb LLP side-by-side with 3 peers →

Cash Balance Plan for Partners & Sr. Staff of Stb LLP's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Glaziers Union Local No. 27 Pension & Retirement P in IL ($159M); by covered participants it is Secura Employees' Pension Plan in WI (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Cash Balance Plan for Partners & Sr. Staff of Stb LLP assets move in 2022? ▼
Cash Balance Plan for Partners & Sr. Staff of Stb LLP pulled back noticeably - down 13.2% during 2022, from $184M to $159M. Reported net income was -$24M.
How have Simpson Thacher & Bartlett LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simpson Thacher & Bartlett LLP's sponsor-wide assets grew 36.4%, from $926M to $1.3B.
Where does Cash Balance Plan for Partners & Sr. Staff of Stb LLP rank by assets among Form 5500 filers? ▼
Cash Balance Plan for Partners & Sr. Staff of Stb LLP ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Cash Balance Plan for Partners & Sr. Staff of Stb LLP? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Glaziers Union Local No. 27 Pension & Retirement P in IL ($159M, 430 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cash Balance Plan for Partners & Sr. Staff of Stb LLP? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Secura Employees' Pension Plan in WI (169 participants, $134M 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 135395280.

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.