401(k) · DOL Form 5500 · 2023

Credit Suisse Securities USA LLC 401(k) Plan

Data updated 2026-08-25

$5.2B
Total assets Very large vs avg
6,563
Participants Above avg headcount
100th
Percentile by assets National rank
$796,226
Avg per participant High balance/head
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Official DOL plan name: Employees Savings and Retirement Plan of Credit Suisse · Sponsored by Credit Suisse Securities USA LLC · New York · Finance & Insurance

$5.2B in assets, 6,563 participants

Credit Suisse Securities USA LLC's Employees Savings and Retirement Plan of Credit Suisse reported $5.2B in total assets and 6,563 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,823 in Finance & Insurance (8,869 peers)

Coverage in New York

Employees Savings and Retirement Plan of Credit Suisse covers 6,563 participants in New York, 8.2x the typical New York plan (state average ~798 per filing). Assets: $5.2B.

#8,823
in Finance & Insurance (8,869 peers)
+6.3%
assets growth YoY
52×
vs typical plan assets (national mean)

Employees Savings and Retirement Plan of Credit Suisse's outsized position by total assets

Employees Savings and Retirement Plan of Credit Suisse vs every filed plan by assets

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

$5,225,632,730 Highest reported value at or above every one 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 Savings and Retirement Plan of Credit Suisse's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees Savings and Retirement Plan of Credit Suisse lands in the large band (6,563 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees Savings and Retirement Plan of Credit Suisse reported net income rose from -$1.4B in the plan year 2022 filing to $310M in the plan year 2023 filing.
  • Employees Savings and Retirement Plan of Credit Suisse reported participants fell from 7,119 in the plan year 2022 filing to 6,563 in the plan year 2023 filing.
  • Employees Savings and Retirement Plan of Credit Suisse end-of-year assets rose from $4.9B in the plan year 2022 filing to $5.2B 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 · 401(k)

Employees Savings and Retirement Plan of Credit Suisse · $5.2B · 6,563 · 100th

  • NET $5.2B
  • BOOK 6,563
  • VS-ST 100th
  • BOY 401(k)
  • SCH near Aep Retirement Savings 401(k) Plan
  • EBSA ind #8823

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 Savings and Retirement Plan of Credit Suisse in the asset neighbourhood

Constellation Employee Savings PlanConstellation Employee Savin…$5.3BEmployees Savings and Retirement Plan of Credit SuisseEmployees Savings and Retire…$5.2BAep Retirement Savings 401(k) PlanAep Retirement Savings 401(k…$5.2BApplied Materials, Inc. Employee Savings & Retirement PlanApplied Materials, Inc. Empl…$5.1BThe Quest Diagnostics Profit Sharing PlanThe Quest Diagnostics Profit…$5.1B
End-of-year total assets ($B) among Employees Savings and Retirement Plan of Credit Suisse and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4.9B
Net Assets (End of Year)$5.2B
Net Income$310M
Employer EIN050546650
Plan Effective Date1966-01-01
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 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Employees Savings and Retirement Plan of Credit Suisse vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 020406080 Total assets ($B) Participants Employees Savings and Retirement Plan of Credit Suisse, Total assets ($B): 5.22563273 · Participants: 6563Employees Savings and Retirement Plan of Credit SuisseIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Employees Savings and Retirement Plan of Credit Suisse vs. nearby 401(k) plans in New York, assets vs. participants
Compare Employees Savings and Retirement Plan of Credit Suisse side-by-side with 3 peers →

Scale composition for Employees Savings and Retirement Plan of Credit Suisse

Employees Savings and Retirement Plan of Credit Suisse reports $5.2B in end-of-year assets across 6,563 participants (0.042% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $796,226 per participant (5.8x the national average assets-per-participant) . Net income for plan year 2023 was $310M.

This plan identity (EIN 050546650, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.9B to $5.4B (+10.6%) while covered participants moved from 7,119 to 4,237 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,119 $4.9B Open filing
2023 6,563 $5.2B This page
2024 · index core 4,237 $5.4B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Employees Savings and Retirement Plan of Credit Suisse's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aep Retirement Savings 401(k) Plan in OH ($5.2B); by covered participants it is Simmons Foods, Inc. 401(k) Retirement and Trust Plan in AR (6,562 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,563 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 Savings and Retirement Plan of Credit Suisse assets move in 2023? ▼
Employees Savings and Retirement Plan of Credit Suisse grew at a solid clip - up 6.3% during 2023, from $4.9B to $5.2B. Reported net income was $310M.
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 Savings and Retirement Plan of Credit Suisse rank by assets among Form 5500 filers? ▼
Employees Savings and Retirement Plan of Credit Suisse ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Employees Savings and Retirement Plan of Credit Suisse? ▼
Among 401(k) plans in other states, the closest by assets is Aep Retirement Savings 401(k) Plan in OH ($5.2B, 17,291 participants).
Which 401(k) plans cover a similar participant headcount to Employees Savings and Retirement Plan of Credit Suisse? ▼
Among 401(k) plans in other states, the closest by covered participants is Simmons Foods, Inc. 401(k) Retirement and Trust Plan in AR (6,562 participants, $155M 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.