Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement Plan for Non Legal Employees of Stb LLP

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Simpson Thacher & Bartlett LLP ยท New York ยท Professional & Technical Services

What the 2023 filing shows

Retirement Plan for Non Legal Employees of Stb LLP holds $52M for 205 participants - about $251,973 per participant, up 4.6% over the 2023 plan year.

$52M
total plan assets (2023 EOY)
205
covered participants
$251,973
avg assets per participant
+4.6%
assets growth YoY
Total Assets (2023)
$52M
Participants
205
State
Industry
Professional & Technical Services

What the Filing Says About Retirement Plan for Non Legal Employees of Stb LLP

Retirement Plan for Non Legal Employees of Stb LLP is a Defined Benefit (Pension) retirement plan sponsored by Simpson Thacher & Bartlett LLP, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $52M in total end-of-year assets and covers 205 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135395280, and the plan has been effective since 1962-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $49M at the beginning of 2023 to $52M at year-end โ€” a gain of 4.6%. Net assets (after liabilities) closed the year at $52M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$49M
Total Assets (End of Year)$52M
Net Assets (End of Year)$52M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN135395280
Plan Effective Date1962-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson Thacher & Bartlett LLP)

Year Plans Participants Total Assets
2022 6 2,403 $920M
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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement Plan for Non Legal Employees of Stb LLP?
As of the 2023 Form 5500 filing, Retirement Plan for Non Legal Employees of Stb LLP holds $52M in total assets with 205 participants. It is sponsored by Simpson Thacher & Bartlett LLP.
What type of plan is Retirement Plan for Non Legal Employees of Stb LLP?
Retirement Plan for Non Legal Employees of Stb LLP is a Defined Benefit (Pension) plan. It has been effective since 1962-12-31. The plan is filed with the U.S. Department of Labor under EIN 135395280.
Who sponsors the Retirement Plan for Non Legal Employees of Stb LLP?
Retirement Plan for Non Legal Employees of Stb LLP is sponsored by Simpson Thacher & Bartlett LLP, located in New York. The sponsor's EIN is 135395280 and the plan operates in the Professional & Technical Services industry.
How did Retirement Plan for Non Legal Employees of Stb LLP perform in 2023?
Retirement Plan for Non Legal Employees of Stb LLP grew by 4.6% during 2023, moving from $49M to $52M in total assets. Net income was $2M.
Where can I find official filings for Retirement Plan for Non Legal Employees of Stb LLP?
Official Form 5500 filings for Retirement Plan for Non Legal Employees of Stb LLP are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135395280 or plan name at efast.dol.gov.
How does Retirement Plan for Non Legal Employees of Stb LLP compare to other plans?
You can compare Retirement Plan for Non Legal Employees of Stb LLP against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 135395280.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.