Defined Benefit (Pension) · DOL Form 5500 · 2023

Hodgson Russ LLP Pension Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
327
Participants Below avg headcount
93rd
Percentile by assets National rank
$443,259
Avg per participant High balance/head
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Official DOL plan name: Hodgson Russ Retirement Plan · Sponsored by Hodgson Russ LLP · New York · Professional & Technical Services

$145M in assets, 327 participants

Hodgson Russ LLP's Hodgson Russ Retirement Plan reported $145M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,218 in Professional & Technical Services (20,321 peers)

Coverage in New York

Hodgson Russ Retirement Plan covers 327 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $145M.

#19,218
in Professional & Technical Services (20,321 peers)
+12.4%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Hodgson Russ Retirement Plan's outsized position by total assets

Hodgson Russ Retirement Plan vs every filed plan by assets

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

$144,945,833 Top 7% higher than 93% 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

Hodgson Russ Retirement Plan 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. Hodgson Russ Retirement Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hodgson Russ Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Hodgson Russ Retirement Plan end-of-year assets rose from $129M in the plan year 2022 filing to $145M in the plan year 2023 filing.
  • Hodgson Russ Retirement Plan reported participants fell from 349 in the plan year 2022 filing to 327 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160708550 · Hodgson Russ LLP PY 2023 · Defined Benefit (Pension)

Hodgson Russ Retirement Plan · $145M · 327 · 93rd

  • VS-ST $145M
  • BOY 327
  • SCH 93rd
  • EBSA Defined Benefit (Pension)
  • PART near IBEW Local Union No. 479 Pension Trust Fund
  • TYPE ind #19218

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 New York →

Hodgson Russ Retirement Plan in the asset neighbourhood

Akzonobel Retirement Plan$145MMfa Employees Retirement Plan$145MHodgson Russ Retirement Plan$145MIBEW Local Union No. 479 Pension Trust FundIBEW Local Union No. 479 Pen…$145MU.a. Plumbers 63 & Steamfitters 353 Joint PensionU.a. Plumbers 63 & Steamfitt…$145M
End-of-year total assets ($M) among Hodgson Russ Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$145M
Net Income$16M
Employer EIN160708550
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hodgson Russ LLP)

Sponsor-wide plan assets over time

All Hodgson Russ LLP plans reported in each filing year

Latest sponsor-wide plan assets
$327M 20.81185278338645% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $271M $327M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 752 $271M
2023 2 757 $305M
2024 2 796 $327M

Nearby Defined Benefit (Pension) Plans in New York

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

Hodgson Russ Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Hodgson Russ Retirement Plan, Total assets ($B): 0.144945833 · Participants: 327Hodgson Russ Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Hodgson Russ Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Hodgson Russ Retirement Plan side-by-side with 3 peers →

Hodgson Russ Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is IBEW Local Union No. 479 Pension Trust Fund in TX ($145M); by covered participants it is Bass Retirement Plan in TX (327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($145M here).

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Hodgson Russ Retirement Plan assets move in 2023? ▼
Hodgson Russ Retirement Plan grew at a solid clip - up 12.4% during 2023, from $129M to $145M. Reported net income was $16M.
How have Hodgson Russ LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodgson Russ LLP's sponsor-wide assets grew 20.8%, from $271M to $327M.
Where does Hodgson Russ Retirement Plan rank by assets among Form 5500 filers? ▼
Hodgson Russ Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hodgson Russ Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local Union No. 479 Pension Trust Fund in TX ($145M, 595 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hodgson Russ Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bass Retirement Plan in TX (327 participants, $331M 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 160708550.

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.