Deloitte Pension Plan for Partners, Principals and Managing Directors

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 17, 2026

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

Sponsored by Deloitte LLP · New York · Professional & Technical Services

What the 2023 filing shows

Deloitte Pension Plan for Partners, Principals and Managing Directors holds $3.7B for 3,021 participants — about $1.2M per participant, down 3.9% over the 2022 plan year.

$3.7B
total plan assets (2022 EOY): 3,021
covered participants: $1.2M
avg assets per participant: -3.9%
assets change YoY

The plan reported a net loss of $173M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$3.7B

Participants

3,021

State

New York

Industry

Professional & Technical Services

What the Filing Says About Deloitte Pension Plan for Partners, Principals and Managing Directors

Deloitte Pension Plan for Partners, Principals and Managing Directors is a Other retirement plan sponsored by Deloitte LLP, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $3.7B in total end-of-year assets and covers 3,021 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135133500, and the plan has been effective since 2006-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.8B at the beginning of 2022 to $3.7B at year-end — a decline of 3.9%. Net assets (after liabilities) closed the year at $3.6B, with reported net income of $-173,085,361 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.

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)	$3.8B
Total Assets (End of Year)	$3.7B
Net Assets (End of Year)	$3.6B
Net Income	$-173,085,361
Plan Type	Other
Employer EIN	135133500
Plan Effective Date	2006-03-01
Filing Status	FILING RECEIVED

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Related Data

Guides

Frequently Asked Questions

How much money is in the Deloitte Pension Plan for Partners, Principals and Managing Directors? ▼

As of the 2022 Form 5500 filing, Deloitte Pension Plan for Partners, Principals and Managing Directors holds $3.7B in total assets with 3,021 participants. It is sponsored by Deloitte LLP.

What type of plan is Deloitte Pension Plan for Partners, Principals and Managing Directors? ▼

Deloitte Pension Plan for Partners, Principals and Managing Directors is a Other plan. It has been effective since 2006-03-01. The plan is filed with the U.S. Department of Labor under EIN 135133500.

Who sponsors the Deloitte Pension Plan for Partners, Principals and Managing Directors? ▼

Deloitte Pension Plan for Partners, Principals and Managing Directors is sponsored by Deloitte LLP, located in New York. The sponsor's EIN is 135133500 and the plan operates in the Professional & Technical Services industry.

How did Deloitte Pension Plan for Partners, Principals and Managing Directors perform in 2022? ▼

Deloitte Pension Plan for Partners, Principals and Managing Directors declined by 3.9% during 2022, moving from $3.8B to $3.7B in total assets. Net income was $-173,085,361.

Where can I find official filings for Deloitte Pension Plan for Partners, Principals and Managing Directors? ▼

Official Form 5500 filings for Deloitte Pension Plan for Partners, Principals and Managing Directors are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135133500 or plan name at efast.dol.gov.

How does Deloitte Pension Plan for Partners, Principals and Managing Directors compare to other plans? ▼

You can compare Deloitte Pension Plan for Partners, Principals and Managing Directors against other Other 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.