Defined Benefit (Pension) · DOL Form 5500 · 2023

Credit Suisse Securities USA LLC Pension Plan

Data updated 2026-08-25

$709M
Total assets Above avg plan size
285
Participants Below avg headcount
98th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Employees Pension Plan of Credit Suisse · Sponsored by Credit Suisse Securities USA LLC · New York · Finance & Insurance

$709M in assets, 285 participants

Credit Suisse Securities USA LLC's Employees Pension Plan of Credit Suisse reported $709M in total assets and 285 participants in its 2023 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.

  • #8,559 in Finance & Insurance (8,869 peers)

Coverage in New York

Employees Pension Plan of Credit Suisse covers 285 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $709M.

#8,559
in Finance & Insurance (8,869 peers)
-1.0%
assets change YoY
7.1×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees Pension Plan of Credit Suisse's outsized position by total assets

Employees Pension Plan of Credit Suisse vs every filed plan by assets

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

$708,719,469 Top 2% higher than 98% 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

Employees Pension Plan of Credit Suisse 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. Employees Pension Plan of Credit Suisse sits mid-pack in the medium band (285 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees Pension Plan of Credit Suisse reported net income rose from -$282M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Employees Pension Plan of Credit Suisse reported participants fell from 340 in the plan year 2022 filing to 285 in the plan year 2023 filing.
  • Employees Pension Plan of Credit Suisse end-of-year assets fell from $716M in the plan year 2022 filing to $709M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 050546650 · Credit Suisse Securities USA LLC PY 2023 · Defined Benefit (Pension)

Employees Pension Plan of Credit Suisse · $709M · 285 · 98th

  • VS-ST $709M
  • VS-ST 285
  • VS-ST 98th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Willis North America Inc. Pension Plan
  • VS-ST ind #8559

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 Finance & Insurance retirement plans → · Plans in New York →

Employees Pension Plan of Credit Suisse in the asset neighbourhood

Ohio Farmers Insurance Company Pension PlanOhio Farmers Insurance Compa…$710MPpg Industries, Inc. Retirement Plan FPpg Industries, Inc. Retirem…$710MEmployees Pension Plan of Credit SuisseEmployees Pension Plan of Cr…$709MWillis North America Inc. Pension PlanWillis North America Inc. Pe…$709MMea-Messa-Mea Financial Services Staff Retirement Plan & TrustMea-Messa-Mea Financial Serv…$708M
End-of-year total assets ($M) among Employees Pension Plan of Credit Suisse and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$716M
Net Assets (End of Year)$708M
Net Income-$7M
Employer EIN050546650
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Suisse Securities USA LLC)

Sponsor-wide plan assets over time

All Credit Suisse Securities USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5.7B 1.7517403468117148% vs 2022
2024 filing year
$5.5B$5.6B$5.7B$5.8B$5.9B$6B 202220232024 $5.63B $5.73B ▲ +1.8%
Year Plans Participants Total Assets
2022 2 7,459 $5.6B
2023 2 6,848 $5.9B
2024 2 4,420 $5.7B

Nearby Defined Benefit (Pension) Plans in New York

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

Employees Pension Plan of Credit Suisse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Employees Pension Plan of Credit Suisse, Total assets ($B): 0.708719469 · Participants: 285Employees Pension Plan of Credit SuisseIBM 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
Employees Pension Plan of Credit Suisse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees Pension Plan of Credit Suisse side-by-side with 3 peers →

Employees Pension Plan of Credit Suisse's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Willis North America Inc. Pension Plan in TN ($709M); by covered participants it is St. Peter's Health Cashplus Retirement Plan in MT (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Employees Pension Plan of Credit Suisse assets move in 2023? ▼
Employees Pension Plan of Credit Suisse edged down modestly - down 1.0% during 2023, from $716M to $709M. Reported net income was -$7M.
How have Credit Suisse Securities USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Suisse Securities USA LLC's sponsor-wide assets grew 1.8%, from $5.6B to $5.7B.
Where does Employees Pension Plan of Credit Suisse rank by assets among Form 5500 filers? ▼
Employees Pension Plan of Credit Suisse ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employees Pension Plan of Credit Suisse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Willis North America Inc. Pension Plan in TN ($709M, 626 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees Pension Plan of Credit Suisse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St. Peter's Health Cashplus Retirement Plan in MT (285 participants, $57M 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 050546650.

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.