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
Official DOL plan name: K&l Gates Partner Cash Balance Pension Plan Beta · 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 Beta 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.
- #17,145 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
K&l Gates Partner Cash Balance Pension Plan Beta covers 349 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.
- #17,145
- 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 Beta's outsized position by total assets
K&l Gates Partner Cash Balance Pension Plan Beta vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,633,369 Top 17% higher than 83% of 127,068 filed plans
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 Beta 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 Beta 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 Beta 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 Beta 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 Beta reported participants rose from 329 in the plan year 2022 filing to 349 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 250921018 · K&l Gates LLP PY 2023 · Defined Benefit (Pension)
K&l Gates Partner Cash Balance Pension Plan Beta · $42M · 349 · 83rd
- SCH $42M
- EBSA 349
- PART 83rd
- TYPE Defined Benefit (Pension)
- NET near Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan
- BOOK ind #17145
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 Beta in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $6M |
| Employer EIN | 250921018 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING 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
| 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.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
K&l Gates Partner Cash Balance Pension Plan Beta'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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan (MA) $42M · 141
- St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan (NH) $42M · 243
- American Agricultural Insurance Company Employees' Retirement Plan (IL) $42M · 118
- Western Farm Bureau Pension Plan (WY) $42M · 62
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Bricklayers & Allied Craftworkers Local No. 5 Pension Plan (NJ) 349 · 0 off
- Hackettstown Imaging Services, LLC Cash Balance Plan (NJ) 349 · 0 off
- Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan (WV) 349 · 0 off
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan (PR) 348 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.