401(k) · DOL Form 5500 · 2023

Cleary Gottlieb Steen & Hamilton LLP 401(k) Plan

Data updated 2026-08-11

$474M
Total assets: 339
Participants: 97th
Percentile by assets: $1.4M
Avg per participant

Official DOL plan name: Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) · Sponsored by Cleary Gottlieb Steen & Hamilton LLP · New York · Professional & Technical Services

$474M in assets, 339 participants

Cleary Gottlieb Steen & Hamilton LLP's Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) reported $474M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#19,942 in Professional & Technical Services (20,321 peers)

Coverage in New York

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) covers 339 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $474M.

$474M
total plan assets (2023 EOY): 339
covered participants: 97th
percentile by assets (of 127,072 plans): $1.4M
avg assets per participant

Where Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) sits by total assets

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) vs every filed plan by assets

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

$473,511,631 Top 3% higher than 97% 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

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) reported net income rose from -$111M in the plan year 2022 filing to $58M in the plan year 2023 filing.
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) end-of-year assets rose from $416M in the plan year 2022 filing to $474M in the plan year 2023 filing.
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) reported participants rose from 315 in the plan year 2022 filing to 339 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) reports 339 participants - about 42% of that state average ($474M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$416M
Net Assets (End of Year)	$474M
Net Income	$58M
Employer EIN	135599083
Plan Effective Date	1984-02-26
Filing Status	FILING RECEIVED

Sponsor Plan History (Cleary Gottlieb Steen & Hamilton LLP)

Total plan assets by year, all Cleary Gottlieb Steen & Hamilton LLP plans on file

Year	Plans	Participants	Total Assets
2022	3	1,579	$869M
2023	3	1,615	$1.0B
2024	3	1,249	$1.2B

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) 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

Compare Cleary Gottlieb Steen & Hamilton LLP Tax… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) by total assets, not by location.

Hd Supply 401(k) Retirement Plan (GA) $473M · 11,882
Blackbaud Retirement Savings Plan (SC) $474M · 2,828
Daniel J. Edelman Holdings, Inc. Profit Sharing Plan (IL) $474M · 3,537
Univision Savings Tax Advantage Retirement Plan (NJ) $475M · 3,810

Frequently Asked Questions

How did Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) assets move in 2023? ▼

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) grew at a solid clip - up 13.9% during 2023, from $416M to $474M. Reported net income was $58M.

How have Cleary Gottlieb Steen & Hamilton LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cleary Gottlieb Steen & Hamilton LLP's sponsor-wide assets grew 34.6%, from $869M to $1.2B.

Where does Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) rank by assets among Form 5500 filers? ▼

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)? ▼

Among 401(k) plans in other states, the closest by assets is Hd Supply 401(k) Retirement Plan in GA ($473M, 11,882 participants).

Next read for Cleary Gottlieb Steen & Hamilton LLP Tax…

Filing takeaways

Ways to act on Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)'s numbers.

By total assets, Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Cleary Gottlieb Steen & Hamilton LLP's sponsor-wide assets have grown 34.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 135599083.