Defined Benefit (Pension) · DOL Form 5500 · 2023

Cleary Gottlieb Steen & Hamilton LLP Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
169
Participants Small participant base
86th
Percentile by assets National rank
$323,664
Avg per participant High balance/head
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Official DOL plan name: Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan · Sponsored by Cleary Gottlieb Steen & Hamilton LLP · New York · Professional & Technical Services

$55M in assets, 169 participants

Cleary Gottlieb Steen & Hamilton LLP's Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan reported $55M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,780 in Professional & Technical Services (20,321 peers)

Coverage in New York

Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan covers 169 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $55M.

#17,780
in Professional & Technical Services (20,321 peers)
+14.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan's outsized position by total assets

Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan vs every filed plan by assets

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

$54,699,281 Top 14% higher than 86% 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

Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance 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. Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan end-of-year assets rose from $48M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan reported participants rose from 165 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135599083 · Cleary Gottlieb Steen & Hamilton LLP PY 2023 · Defined Benefit (Pension)

Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan · $55M · 169 · 86th

  • EBSA $55M
  • PART 169
  • TYPE 86th
  • NET Defined Benefit (Pension)
  • BOOK near Vizient Retirement Plan
  • VS-ST ind #17780

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 2013 Cash Balance Plan in the asset neighbourhood

American Quarter Horse Association Employee Pension PlanAmerican Quarter Horse Assoc…$55MRetirement Plan for Salaried Employees of Rayonier Inc.Retirement Plan for Salaried…$55MChristian Labor Assn Pension Trust Defined Benefit PlanChristian Labor Assn Pension…$55MCleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance PlanCleary Gottlieb Steen & Hami…$55MVizient Retirement Plan$55M
End-of-year total assets ($M) among Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$55M
Net Income$7M
Employer EIN135599083
Plan Effective Date2013-01-01
Filing StatusFILING 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
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.87B $1.17B ▲ +34.5%
Year Plans Participants Total Assets
2022 3 1,579 $869M
2023 3 1,615 $1.0B
2024 3 1,249 $1.2B

Nearby Defined Benefit (Pension) Plans in New York

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

Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan, Total assets ($B): 0.054699281 · Participants: 169Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance 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
Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan side-by-side with 3 peers →

Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Vizient Retirement Plan in TX ($55M); by covered participants it is Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan in CA (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan assets move in 2023? ▼
Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan grew at a solid clip - up 14.0% during 2023, from $48M to $55M. Reported net income was $7M.
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 2013 Cash Balance Plan rank by assets among Form 5500 filers? ▼
Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vizient Retirement Plan in TX ($55M, 224 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan in CA (169 participants, N/A 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 135599083.

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.