Defined Benefit (Pension) · DOL Form 5500 · 2023
Allen Overy Shearman Sterling US LLP Pension Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 175
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $358,661
- Avg per participant High balance/head
Official DOL plan name: Shearman & Sterling LLP Cash Balance Pension Plan · Sponsored by Allen Overy Shearman Sterling US LLP · New York · Professional & Technical Services
$63M in assets, 175 participants
Allen Overy Shearman Sterling US LLP's Shearman & Sterling LLP Cash Balance Pension Plan reported $63M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #18,073 in Professional & Technical Services (20,321 peers)
Coverage in New York
Shearman & Sterling LLP Cash Balance Pension Plan covers 175 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $63M.
- #18,073
- in Professional & Technical Services (20,321 peers)
- +11.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Shearman & Sterling LLP Cash Balance Pension Plan's outsized position by total assets
Shearman & Sterling LLP Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,765,698 Top 12% higher than 88% 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
Shearman & Sterling LLP Cash Balance Pension 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. Shearman & Sterling LLP Cash Balance Pension Plan sits mid-pack in the medium band (175 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shearman & Sterling LLP Cash Balance Pension Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Shearman & Sterling LLP Cash Balance Pension Plan end-of-year assets rose from $56M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Shearman & Sterling LLP Cash Balance Pension Plan reported participants fell from 181 in the plan year 2022 filing to 175 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 135514352 · Allen Overy Shearman Sterling US LLP PY 2023 · Defined Benefit (Pension)
Shearman & Sterling LLP Cash Balance Pension Plan · $63M · 175 · 88th
- PCT $63M
- PCT 175
- PCT 88th
- PCT Defined Benefit (Pension)
- PCT near Topco Associates LLC Pension Plan
- PCT ind #18073
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 →
Shearman & Sterling LLP Cash Balance Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $6M |
| Employer EIN | 135514352 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allen Overy Shearman Sterling US LLP)
Sponsor-wide plan assets over time
All Allen Overy Shearman Sterling US LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 39.649473636171415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,772 | $814M |
| 2023 | 3 | 1,381 | $874M |
| 2024 | 6 | 1,913 | $1.1B |
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
Shearman & Sterling LLP Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Topco Associates LLC Pension Plan in IL ($63M); by covered participants it is Texas Gas Retirement Plan in KY (175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Topco Associates LLC Pension Plan (IL) $63M · 84
- Houghton International Inc. Pension Plan (PA) $63M · 76
- Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Retirement Plan for Partners (CA) $63M · 122
- The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan (NJ) $62M · 304
Similar participant headcount
Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.
- Texas Gas Retirement Plan (KY) 175 · 0 off
- Vinson & Elkins LLP Variable Annuity Plan a (TX) 175 · 0 off
- Vinson & Elkins LLP Variable Annuity Plan B (TX) 175 · 0 off
- Retirement Plan for Employees of the O'connell Companies, Inc. (MA) 175 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.