Defined Benefit (Pension) · DOL Form 5500 · 2023

Kilpatrick Townsend & Stockton LLP Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
125
Participants Small participant base
74th
Percentile by assets National rank
$174,202
Avg per participant Above avg balance/head
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Official DOL plan name: Kilpatrick Townsend & Stockton LLP Cash Balance Plan II · Sponsored by Kilpatrick Townsend & Stockton LLP · Georgia · Professional & Technical Services

$22M in assets, 125 participants

Kilpatrick Townsend & Stockton LLP's Kilpatrick Townsend & Stockton LLP Cash Balance Plan II reported $22M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,076 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Kilpatrick Townsend & Stockton LLP Cash Balance Plan II covers 125 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $22M.

#15,076
in Professional & Technical Services (20,321 peers)
+34.4%
assets growth YoY

Kilpatrick Townsend & Stockton LLP Cash Balance Plan II's outsized position by total assets

Kilpatrick Townsend & Stockton LLP Cash Balance Plan II vs every filed plan by assets

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

$21,775,237 Top 26% higher than 74% 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

Kilpatrick Townsend & Stockton LLP 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. Kilpatrick Townsend & Stockton LLP Cash Balance Plan II sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kilpatrick Townsend & Stockton LLP Cash Balance Plan II reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Kilpatrick Townsend & Stockton LLP Cash Balance Plan II end-of-year assets rose from $16M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Kilpatrick Townsend & Stockton LLP Cash Balance Plan II reported participants fell from 129 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 580511774 · Kilpatrick Townsend & Stockton LLP PY 2023 · Defined Benefit (Pension)

Kilpatrick Townsend & Stockton LLP Cash Balance Plan II · $22M · 125 · 74th

  • 5500 $22M
  • 5500 125
  • 5500 74th
  • 5500 Defined Benefit (Pension)
  • 5500 near Local 377 Pension Fund
  • 5500 ind #15076

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 Georgia →

Kilpatrick Townsend & Stockton LLP Cash Balance Plan II in the asset neighbourhood

Messer Cutting Systems, Inc. Pension PlanMesser Cutting Systems, Inc.…$22MJefferson Rehabilitation Center, Inc. Retirement Income PlanJefferson Rehabilitation Cen…$22MLocal 377 Pension Fund$22MKilpatrick Townsend & Stockton LLP Cash Balance Plan IIKilpatrick Townsend & Stockt…$22MConcrete Block Employers Pension PlanConcrete Block Employers Pen…$22M
End-of-year total assets ($M) among Kilpatrick Townsend & Stockton LLP Cash Balance Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$22M
Net Income$6M
Employer EIN580511774
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kilpatrick Townsend & Stockton LLP)

Sponsor-wide plan assets over time

All Kilpatrick Townsend & Stockton LLP plans reported in each filing year

Latest sponsor-wide plan assets
$754M 35.298561900717225% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $557M $754M ▲ +35.3%
Year Plans Participants Total Assets
2022 4 1,462 $557M
2023 4 1,601 $649M
2024 4 1,560 $754M

Nearby Defined Benefit (Pension) Plans in Georgia

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

Kilpatrick Townsend & Stockton LLP Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Kilpatrick Townsend & Stockton LLP Cash Balance Plan II, Total assets ($B): 0.021775237 · Participants: 125Kilpatrick Townsend & Stockton LLP Cash Balance Plan IIThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Kilpatrick Townsend & Stockton LLP Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

Kilpatrick Townsend & Stockton LLP Cash Balance Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Local 377 Pension Fund in NY ($22M); by covered participants it is Perishable Food Industry Pension Fund in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Kilpatrick Townsend & Stockton LLP Cash Balance Plan II assets move in 2023?
Kilpatrick Townsend & Stockton LLP Cash Balance Plan II surged - up 34.4% during 2023, from $16M to $22M. Reported net income was $6M.
How have Kilpatrick Townsend & Stockton LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Kilpatrick Townsend & Stockton LLP's sponsor-wide assets grew 35.3%, from $557M to $754M.
Which Defined Benefit (Pension) plans are similar in size to Kilpatrick Townsend & Stockton LLP Cash Balance Plan II?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 377 Pension Fund in NY ($22M, 508 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kilpatrick Townsend & Stockton LLP Cash Balance Plan II?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perishable Food Industry Pension Fund in NY (125 participants, $18M in assets).