Defined Benefit (Pension) · DOL Form 5500 · 2023

Alliancebernstein L.P. Pension Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
134
Participants Small participant base
91st
Percentile by assets National rank
$756,940
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Alliancebernstein L.P. · Sponsored by Alliancebernstein L.P. · Tennessee · Finance & Insurance

$101M in assets, 134 participants

Alliancebernstein L.P.'s Retirement Plan for Employees of Alliancebernstein L.P. reported $101M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,696 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Retirement Plan for Employees of Alliancebernstein L.P. covers 134 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $101M.

#7,696
in Finance & Insurance (8,869 peers)
+5.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Retirement Plan for Employees of Alliancebernstein L.P.'s outsized position by total assets

Retirement Plan for Employees of Alliancebernstein L.P. vs every filed plan by assets

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

$101,429,982 Top 9% higher than 91% 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

Retirement Plan for Employees of Alliancebernstein L.P. 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. Retirement Plan for Employees of Alliancebernstein L.P. sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Alliancebernstein L.P. reported net income rose from -$35M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Retirement Plan for Employees of Alliancebernstein L.P. reported participants fell from 148 in the plan year 2022 filing to 134 in the plan year 2023 filing.
  • Retirement Plan for Employees of Alliancebernstein L.P. end-of-year assets rose from $96M in the plan year 2022 filing to $101M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134064930 · Alliancebernstein L.P. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Alliancebernstein L.P. · $101M · 134 · 91st

  • TYPE $101M
  • TYPE 134
  • TYPE 91st
  • TYPE Defined Benefit (Pension)
  • TYPE near Bemis Hourly Retirement Plan
  • TYPE ind #7696

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 Tennessee →

Retirement Plan for Employees of Alliancebernstein L.P. in the asset neighbourhood

Teamsters Local Union No. 716 Pension PlanTeamsters Local Union No. 71…$101MBemis Hourly Retirement Plan$101MRetirement Plan for Employees of Alliancebernstein L.P.Retirement Plan for Employee…$101MInternational Brotherhood of Electrical Workers Local Union No. 99 Retirement PlanInternational Brotherhood of…$101MCoats North America Pension PlanCoats North America Pension …$101M
End-of-year total assets ($M) among Retirement Plan for Employees of Alliancebernstein L.P. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$101M
Net Income$5M
Employer EIN134064930
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliancebernstein L.P.)

Sponsor-wide plan assets over time

All Alliancebernstein L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 25.953860286760317% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.41B $1.77B ▲ +25.5%
Year Plans Participants Total Assets
2022 2 3,237 $1.4B
2023 2 3,298 $1.6B
2024 2 3,318 $1.8B

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Retirement Plan for Employees of Alliancebernstein L.P. vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of Alliancebernstein L.P., Total assets ($B): 0.101429982 · Participants: 134Retirement Plan for Employees of Alliancebernstein L.P.Fedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Retirement Plan for Employees of Alliancebernstein L.P. vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Retirement Plan for Employees of Alliancebernstein L.P. side-by-side with 3 peers →

Retirement Plan for Employees of Alliancebernstein L.P.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Bemis Hourly Retirement Plan in WI ($101M); by covered participants it is Mackay Communications, Inc. Employees' Pension Plan and Trust in NC (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Retirement Plan for Employees of Alliancebernstein L.P. assets move in 2023? ▼
Retirement Plan for Employees of Alliancebernstein L.P. grew at a solid clip - up 5.5% during 2023, from $96M to $101M. Reported net income was $5M.
How have Alliancebernstein L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliancebernstein L.P.'s sponsor-wide assets grew 26.0%, from $1.4B to $1.8B.
Where does Retirement Plan for Employees of Alliancebernstein L.P. rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Alliancebernstein L.P. ranks in the 91st 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 Retirement Plan for Employees of Alliancebernstein L.P.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bemis Hourly Retirement Plan in WI ($101M, 1,094 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Alliancebernstein L.P.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mackay Communications, Inc. Employees' Pension Plan and Trust in NC (134 participants, $29M 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 134064930.

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.