Defined Benefit (Pension) · DOL Form 5500 · 2023
Simpson Thacher & Bartlett LLP Pension Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 168
- Participants Small participant base
- 94th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Cash Balance Plan for Partners & Sr. Staff of Stb LLP · Sponsored by Simpson Thacher & Bartlett LLP · New York · Professional & Technical Services
$170M in assets, 168 participants
Simpson Thacher & Bartlett LLP's Cash Balance Plan for Partners & Sr. Staff of Stb LLP reported $170M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,359 in Professional & Technical Services (20,321 peers)
Coverage in New York
Cash Balance Plan for Partners & Sr. Staff of Stb LLP covers 168 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $170M.
- #19,359
- in Professional & Technical Services (20,321 peers)
- +6.4%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Cash Balance Plan for Partners & Sr. Staff of Stb LLP's outsized position by total assets
Cash Balance Plan for Partners & Sr. Staff of Stb LLP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$169,670,435 Top 6% higher than 94% 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
Cash Balance Plan for Partners & Sr. Staff of Stb LLP 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. Cash Balance Plan for Partners & Sr. Staff of Stb LLP sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cash Balance Plan for Partners & Sr. Staff of Stb LLP reported net income rose from -$24M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Cash Balance Plan for Partners & Sr. Staff of Stb LLP end-of-year assets rose from $159M in the plan year 2022 filing to $170M in the plan year 2023 filing.
DOL schedule card
Filing strip 135395280 · Simpson Thacher & Bartlett LLP PY 2023 · Defined Benefit (Pension)
Cash Balance Plan for Partners & Sr. Staff of Stb LLP · $170M · 168 · 94th
- NET $170M
- BOOK 168
- VS-ST 94th
- BOY Defined Benefit (Pension)
- SCH near Sbera Pension Plan as Adopted by Middlesex Savings Bank
- EBSA ind #19359
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 →
Cash Balance Plan for Partners & Sr. Staff of Stb LLP in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $159M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $10M |
| Employer EIN | 135395280 |
| Plan Effective Date | 2011-01-01 |
| 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 Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Cash Balance Plan for Partners & Sr. Staff of Stb LLP's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Middlesex Savings Bank in MA ($170M); by covered participants it is Silgan Plastics Pension Plan for Hourly-Paid Employees in MO (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
- Sbera Pension Plan as Adopted by Middlesex Savings Bank (MA) $170M · 398
- American Federation of Government Employees Pension Plan (DC) $169M · 258
- Shore Medical Center Pension Plan (NJ) $169M · 288
- Idaho Plumbers and Pipefitters Pension Plan (OR) $170M · 1,299
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Silgan Plastics Pension Plan for Hourly-Paid Employees (MO) 168 · 0 off
- Imt Insurance Company Retirement Plan (IA) 168 · 0 off
- Geisinger Consolidated Pension Plan (PA) 168 · 0 off
- Phibro Animal Health Corporation Pension Plan (NJ) 168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.