Defined Benefit (Pension) · DOL Form 5500 · 2023
Credit Suisse Securities USA LLC Pension Plan
Data updated 2026-08-11
- $709M
- Total assets
- 285
- Participants
- 98th
- Percentile by assets
- $2.5M
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $709M
- total plan assets (2023 EOY)
- 285
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $2.5M
- avg assets per participant
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.
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Employees Pension Plan of Credit Suisse reports 285 participants - about 36% of that state average ($709M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $716M |
|---|---|
| Net Assets (End of Year) | $708M |
| Net Income | -$7M |
| Employer EIN | 050546650 |
| Plan Effective Date | 1995-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Credit Suisse Securities USA LLC)
| 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
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Employees Pension Plan of Credit Suisse by total assets, not by location.
- Willis North America Inc. Pension Plan (TN) $709M · 626
- Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust (MI) $708M · 524
- Ppg Industries, Inc. Retirement Plan F (PA) $710M · N/A
- Ohio Farmers Insurance Company Pension Plan (OH) $710M · 2,143
Frequently Asked Questions
How did Employees Pension Plan of Credit Suisse assets move in 2023? ▼
How have Credit Suisse Securities USA LLC plan assets changed over time? ▼
Where does Employees Pension Plan of Credit Suisse rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Employees Pension Plan of Credit Suisse? ▼
Next read for Employees Pension Plan of Credit Suisse
Filing takeaways
Ways to act on Employees Pension Plan of Credit Suisse's numbers.
- By total assets, Employees Pension Plan of Credit Suisse ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Credit Suisse Securities USA LLC's sponsor-wide assets have grown 1.8% since 2022 across 3 plan years on file. More Finance & Insurance plans