401(k) · DOL Form 5500 · 2023
Simpson Thacher & Bartlett LLP 401(k) Plan
Data updated 2026-08-25
- $385M
- Total assets Above avg plan size
- 932
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $413,403
- Avg per participant High balance/head
Official DOL plan name: Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees · Sponsored by Simpson Thacher & Bartlett LLP · New York · Professional & Technical Services
$385M in assets, 932 participants
Simpson Thacher & Bartlett LLP's Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees reported $385M in total assets and 932 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.
- #19,858 in Professional & Technical Services (20,321 peers)
Where Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees sits by assets
Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees sits in the top 5% of all filed plans by assets, $385M for 932 participants (~$413,403/participant), up 16.9% in 2023.
- #19,858
- in Professional & Technical Services (20,321 peers)
- +16.9%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees's outsized position by total assets
Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$385,291,254 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
Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees 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 Profit Sharing Plan for Partners and Non Legal Employees sits mid-pack in the medium band (932 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees reported net income rose from -$80M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees end-of-year assets rose from $329M in the plan year 2022 filing to $385M in the plan year 2023 filing.
- Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees reported participants rose from 874 in the plan year 2022 filing to 932 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 135395280 · Simpson Thacher & Bartlett LLP PY 2023 · 401(k)
Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees · $385M · 932 · 97th
- NET $385M
- NET 932
- NET 97th
- NET 401(k)
- NET near Encore Group (USA) LLC Retirement Savings Plan
- NET ind #19858
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 Profit Sharing Plan for Partners and Non Legal Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $329M |
|---|---|
| Net Assets (End of Year) | $385M |
| Net Income | $55M |
| Employer EIN | 135395280 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 2,403 | $926M |
| 2023 | 7 | 2,682 | $1.1B |
| 2024 | 7 | 2,815 | $1.3B |
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
Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Encore Group (USA) LLC Retirement Savings Plan in IL ($385M); by covered participants it is Pixelogic 401(k) Profit Sharing Plan in CA (932 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($385M here).
- Encore Group (USA) LLC Retirement Savings Plan (IL) $385M · 16,490
- Pfizer Savings Plan for Employees Resident in Puerto Rico (PR) $385M · 87
- Coterra Energy Inc. Retirement Savings Plan (TX) $385M · 1,327
- California Iso Retirement Savings Benefits Plan (CA) $385M · 666
Similar participant headcount
Nearest other-state filings by covered participants (932 participants); asset peers above are excluded.
- Pixelogic 401(k) Profit Sharing Plan (CA) 932 · 0 off
- Synagro Technologies Inc. 401(k) Plan (MD) 932 · 0 off
- Technip Energies USA, Inc. Retirement Savings Plan (TX) 932 · 0 off
- Mobileone, LLC 401(k) Plan (CA) 932 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.