401(k) · DOL Form 5500 · 2023
Credit Suisse Securities USA LLC 401(k) Plan
Data updated 2026-08-06
- $5.2B
- Total assets
- 6,563
- Participants
- 100th
- Percentile by assets
- $796,226
- Avg per participant
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.
- 100th percentile by assets (of 126,618 plans)
- #8,806 in Finance & Insurance (8,852 peers)
Coverage in New York
Employees Savings and Retirement Plan of Credit Suisse covers 6,563 participants in New York, 8.3x the typical New York plan (state average ~795 per filing). Assets: $5.2B.
- $5.2B
- total plan assets (2023 EOY)
- 6,563
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $796,226
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Employees Savings and Retirement Plan of Credit Suisse reports 6,563 participants - 8.3x that state average ($5.2B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $4.9B |
|---|---|
| Net Assets (End of Year) | $5.2B |
| Net Income | $310M |
| Employer EIN | 050546650 |
| Plan Effective Date | 1966-01-01 |
| 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 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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 (0.045% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 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 (401(k), $5.4B, 4,237 participants)
- Employees Pension Plan of Credit Suisse (Defined Benefit (Pension), $296M, 183 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Employees Savings and Retirement Plan of Credit Suisse by total assets, not by location.
- Aep Retirement Savings 401(k) Plan (OH) $5.2B · 17,291
- Applied Materials, Inc. Employee Savings & Retirement Plan (CA) $5.1B · 14,583
- Constellation Employee Savings Plan (PA) $5.3B · 13,499
- The Quest Diagnostics Profit Sharing Plan (NJ) $5.1B · 48,629
Frequently Asked Questions
How did Employees Savings and Retirement Plan of Credit Suisse assets move in 2023? ▼
How have Credit Suisse Securities USA LLC plan assets changed over time? ▼
Where does Employees Savings and Retirement Plan of Credit Suisse rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Employees Savings and Retirement Plan of Credit Suisse's numbers.
- By total assets, Employees Savings and Retirement Plan of Credit Suisse ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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