Defined Benefit (Pension) · DOL Form 5500 · 2023

Jackson Lewis P.C. Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
308
Participants Below avg headcount
79th
Percentile by assets National rank
$98,242
Avg per participant Below avg balance/head
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Official DOL plan name: The Jackson Lewis P.C. Cash Balance Plan II · Sponsored by Jackson Lewis P.C. · New York · Professional & Technical Services

$30M in assets, 308 participants

Jackson Lewis P.C.'s The Jackson Lewis P.C. Cash Balance Plan II reported $30M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,230 in Professional & Technical Services (20,321 peers)

Coverage in New York

The Jackson Lewis P.C. Cash Balance Plan II covers 308 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $30M.

#16,230
in Professional & Technical Services (20,321 peers)
+37.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Jackson Lewis P.C. Cash Balance Plan II's outsized position by total assets

The Jackson Lewis P.C. Cash Balance Plan II vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$30,258,541 Top 21% higher than 79% of 127,068 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 2023

The Jackson Lewis P.C. Cash Balance Plan II among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Jackson Lewis P.C. Cash Balance Plan II sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Jackson Lewis P.C. Cash Balance Plan II end-of-year assets rose from $22M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • The Jackson Lewis P.C. Cash Balance Plan II reported net income fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463862389 · Jackson Lewis P.C. PY 2023 · Defined Benefit (Pension)

The Jackson Lewis P.C. Cash Balance Plan II · $30M · 308 · 79th

  • BOOK $30M
  • BOOK 308
  • BOOK 79th
  • BOOK Defined Benefit (Pension)
  • BOOK near Electralloy Salaried Employees Pension Plan
  • BOOK ind #16230

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 →

The Jackson Lewis P.C. Cash Balance Plan II in the asset neighbourhood

Rndc Hourly Warehousemen & Drivers Pension PlanRndc Hourly Warehousemen & D…$30MPension Plan of the International Brotherhood of Electrical Workers Local No. 445 Pension FundPension Plan of the Internat…$30MThe Jackson Lewis P.C. Cash Balance Plan IIThe Jackson Lewis P.C. Cash …$30MElectralloy Salaried Employees Pension PlanElectralloy Salaried Employe…$30MSouthwest Airlines Federal Credit Union Pension PlanSouthwest Airlines Federal C…$30M
End-of-year total assets ($M) among The Jackson Lewis P.C. Cash Balance Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$30M
Net Income$8M
Employer EIN463862389
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Lewis P.C.)

Sponsor-wide plan assets over time

All Jackson Lewis P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$687M 34.745149447162575% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $510M $687M ▲ +34.7%
Year Plans Participants Total Assets
2022 3 2,324 $510M
2023 3 2,027 $573M
2024 3 2,943 $687M

Nearby Defined Benefit (Pension) Plans in New York

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

The Jackson Lewis P.C. Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Jackson Lewis P.C. Cash Balance Plan II, Total assets ($B): 0.030258541 · Participants: 308The Jackson Lewis P.C. Cash Balance Plan IIIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The Jackson Lewis P.C. Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Jackson Lewis P.C. Cash Balance Plan II side-by-side with 3 peers →

The Jackson Lewis P.C. Cash Balance Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Electralloy Salaried Employees Pension Plan in PA ($30M); by covered participants it is The Scott Fetzer Pension Plan in OH (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Jackson Lewis P.C. Cash Balance Plan II assets move in 2023? ▼
The Jackson Lewis P.C. Cash Balance Plan II surged - up 37.9% during 2023, from $22M to $30M. Reported net income was $8M.
How have Jackson Lewis P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Lewis P.C.'s sponsor-wide assets grew 34.7%, from $510M to $687M.
Where does The Jackson Lewis P.C. Cash Balance Plan II rank by assets among Form 5500 filers? ▼
The Jackson Lewis P.C. Cash Balance Plan II ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Jackson Lewis P.C. Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Electralloy Salaried Employees Pension Plan in PA ($30M, 133 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Jackson Lewis P.C. Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scott Fetzer Pension Plan in OH (308 participants, $78M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463862389.

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.