Defined Benefit (Pension) · DOL Form 5500 · 2023

Simpson Thacher & Bartlett LLP Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
162
Participants Small participant base
77th
Percentile by assets National rank
$160,184
Avg per participant Above avg balance/head
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Official DOL plan name: Simpson Thacher& Bartlett LLP Cash Balance Plan II · Sponsored by Simpson Thacher & Bartlett LLP · New York · Professional & Technical Services

$26M in assets, 162 participants

Simpson Thacher & Bartlett LLP's Simpson Thacher& Bartlett LLP Cash Balance Plan II reported $26M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,726 in Professional & Technical Services (20,321 peers)

Coverage in New York

Simpson Thacher& Bartlett LLP Cash Balance Plan II covers 162 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $26M.

#15,726
in Professional & Technical Services (20,321 peers)
$26M
reported net income
0.3×
vs typical plan assets (national mean)

Simpson Thacher& Bartlett LLP Cash Balance Plan II's outsized position by total assets

Simpson Thacher& Bartlett LLP Cash Balance Plan II vs every filed plan by assets

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

$25,949,858 Top 23% higher than 77% 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

Simpson Thacher& Bartlett LLP Cash Balance Plan II 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. Simpson Thacher& Bartlett LLP Cash Balance Plan II sits mid-pack in the medium band (162 participants).

Published 5500 schedule card

Filing strip 135395280 · Simpson Thacher & Bartlett LLP PY 2023 · Defined Benefit (Pension)

Simpson Thacher& Bartlett LLP Cash Balance Plan II · $26M · 162 · 77th

  • VS-ST $26M
  • VS-ST 162
  • VS-ST 77th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Miner's, Inc. Defined Benefit Pension Plan
  • VS-ST ind #15726

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 →

Simpson Thacher& Bartlett LLP Cash Balance Plan II in the asset neighbourhood

Tropicana Casino and Resort Variable Annuity Pension PlanTropicana Casino and Resort …$26MSimpson Thacher& Bartlett LLP Cash Balance Plan IISimpson Thacher& Bartlett LL…$26MMiner's, Inc. Defined Benefit Pension PlanMiner's, Inc. Defined Benefi…$26MThe Retirement Benefit Plan for Employees of Aes Ny, L.L.C.The Retirement Benefit Plan …$26MGreene, Tweed & Co., Inc. Pension PlanGreene, Tweed & Co., Inc. Pe…$26M
End-of-year total assets ($M) among Simpson Thacher& Bartlett LLP Cash Balance Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$26M
Net Income$26M
Employer EIN135395280
Plan Effective Date2023-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson Thacher & Bartlett LLP)

Sponsor-wide plan assets over time

All Simpson Thacher & Bartlett LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 36.38069266450941% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.93B $1.26B ▲ +35.5%
Year Plans Participants Total Assets
2022 6 2,403 $926M
2023 7 2,682 $1.1B
2024 7 2,815 $1.3B

Nearby Defined Benefit (Pension) Plans in New York

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

Simpson Thacher& Bartlett LLP Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Simpson Thacher& Bartlett LLP Cash Balance Plan II, Total assets ($B): 0.025949858 · Participants: 162Simpson Thacher& Bartlett LLP Cash Balance Plan IIIBM 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
Simpson Thacher& Bartlett LLP Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Simpson Thacher& Bartlett LLP Cash Balance Plan II side-by-side with 3 peers →

Simpson Thacher& Bartlett LLP Cash Balance Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Miner's, Inc. Defined Benefit Pension Plan in MN ($26M); by covered participants it is Pension Plan for Kapl Employees in Participating Bargaining Units in PA (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 have Simpson Thacher & Bartlett LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simpson Thacher & Bartlett LLP's sponsor-wide assets grew 36.4%, from $926M to $1.3B.
Where does Simpson Thacher& Bartlett LLP Cash Balance Plan II rank by assets among Form 5500 filers? ▼
Simpson Thacher& Bartlett LLP Cash Balance Plan II ranks in the 77th 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 Simpson Thacher& Bartlett LLP Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Miner's, Inc. Defined Benefit Pension Plan in MN ($26M, 576 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Simpson Thacher& Bartlett LLP Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Kapl Employees in Participating Bargaining Units in PA (162 participants, $128M 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 135395280.

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.