Defined Benefit (Pension) · DOL Form 5500 · 2023

K&l Gates LLP Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
349
Participants Below avg headcount
83rd
Percentile by assets National rank
$119,293
Avg per participant Near avg balance/head
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Official DOL plan name: K&l Gates Partner Cash Balance Pension Plan Alpha · Sponsored by K&l Gates LLP · Pennsylvania · Professional & Technical Services

$42M in assets, 349 participants

K&l Gates LLP's K&l Gates Partner Cash Balance Pension Plan Alpha reported $42M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,144 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

K&l Gates Partner Cash Balance Pension Plan Alpha covers 349 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.

#17,144
in Professional & Technical Services (20,321 peers)
+17.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

K&l Gates Partner Cash Balance Pension Plan Alpha's outsized position by total assets

K&l Gates Partner Cash Balance Pension Plan Alpha vs every filed plan by assets

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

$41,633,180 Top 17% higher than 83% 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

K&l Gates Partner Cash Balance Pension Plan Alpha 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. K&l Gates Partner Cash Balance Pension Plan Alpha sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • K&l Gates Partner Cash Balance Pension Plan Alpha reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • K&l Gates Partner Cash Balance Pension Plan Alpha end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • K&l Gates Partner Cash Balance Pension Plan Alpha reported participants rose from 329 in the plan year 2022 filing to 349 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 250921018 · K&l Gates LLP PY 2023 · Defined Benefit (Pension)

K&l Gates Partner Cash Balance Pension Plan Alpha · $42M · 349 · 83rd

  • PART $42M
  • PART 349
  • PART 83rd
  • PART Defined Benefit (Pension)
  • PART near Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan
  • PART ind #17144

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 Pennsylvania →

K&l Gates Partner Cash Balance Pension Plan Alpha in the asset neighbourhood

Western Farm Bureau Pension PlanWestern Farm Bureau Pension …$42MSt Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension PlanSt Mary's Bank-Lacaisse Popu…$42MSappi North America, Inc. Cumberland Mills Hourly Employees' Retirement PlanSappi North America, Inc. Cu…$42MK&l Gates Partner Cash Balance Pension Plan AlphaK&l Gates Partner Cash Balan…$42MAmerican Agricultural Insurance Company Employees' Retirement PlanAmerican Agricultural Insura…$42M
End-of-year total assets ($M) among K&l Gates Partner Cash Balance Pension Plan Alpha and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN250921018
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K&l Gates LLP)

Sponsor-wide plan assets over time

All K&l Gates LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 34.031574234864976% vs 2022
2024 filing year
$1B$1.2B$1.4B$1.6B 202220232024 $1.17B $1.56B ▲ +33.3%
Year Plans Participants Total Assets
2022 4 3,295 $1.2B
2023 4 3,427 $1.4B
2024 4 3,545 $1.6B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

K&l Gates Partner Cash Balance Pension Plan Alpha vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants K&l Gates Partner Cash Balance Pension Plan Alpha, Total assets ($B): 0.04163318 · Participants: 349K&l Gates Partner Cash Balance Pension Plan AlphaNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
K&l Gates Partner Cash Balance Pension Plan Alpha vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

K&l Gates Partner Cash Balance Pension Plan Alpha's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA ($42M); by covered participants it is Bricklayers & Allied Craftworkers Local No. 5 Pension Plan in NJ (349 participants). Same-state nearby plans are listed separately above.

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 K&l Gates Partner Cash Balance Pension Plan Alpha assets move in 2023?
K&l Gates Partner Cash Balance Pension Plan Alpha grew sharply - up 17.3% during 2023, from $35M to $42M. Reported net income was $6M.
How have K&l Gates LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), K&l Gates LLP's sponsor-wide assets grew 34.0%, from $1.2B to $1.6B.
Where does K&l Gates Partner Cash Balance Pension Plan Alpha rank by assets among Form 5500 filers?
K&l Gates Partner Cash Balance Pension Plan Alpha ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to K&l Gates Partner Cash Balance Pension Plan Alpha?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA ($42M, 141 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to K&l Gates Partner Cash Balance Pension Plan Alpha?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bricklayers & Allied Craftworkers Local No. 5 Pension Plan in NJ (349 participants, $81M in assets).