401(k) · DOL Form 5500 · 2023
Cleary Gottlieb Steen & Hamilton LLP 401(k) Plan
Data updated 2026-08-25
- $474M
- Total assets Above avg plan size
- 339
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
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.
- #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.
- #19,942
- in Professional & Technical Services (20,321 peers)
- +13.9%
- assets growth YoY
- 4.8×
- vs typical plan assets (national mean)
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)'s outsized position 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) 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. Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) sits mid-pack in the medium band (339 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Published 5500 schedule card
Filing strip 135599083 · Cleary Gottlieb Steen & Hamilton LLP PY 2023 · 401(k)
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) · $474M · 339 · 97th
- BOY $474M
- SCH 339
- EBSA 97th
- PART 401(k)
- TYPE near Hd Supply 401(k) Retirement Plan
- NET ind #19942
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 →
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Cleary Gottlieb Steen & Hamilton LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 34.63647724221258% vs 2022
- 2024 filing year
| 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.
- 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
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Hd Supply 401(k) Retirement Plan in GA ($473M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($474M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.
- Simply Storage Management , LLC 401(k) Plan (FL) 339 · 0 off
- Location Services, LLC Dba Pathfinder Services 401(k) Plan (IN) 339 · 0 off
- Techsource, Inc. 401(k) Profit Sharing Plan (NM) 339 · 0 off
- G.E. Foodland Retirement Plan (TX) 339 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.