Defined Benefit (Pension) · DOL Form 5500 · 2023

Allen & Overy LLP Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
140
Participants Small participant base
80th
Percentile by assets National rank
$235,629
Avg per participant Above avg balance/head
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Official DOL plan name: Allen & Overy LLP Cash Balance Pension Plan · Sponsored by Allen & Overy LLP · New York · Professional & Technical Services

$33M in assets, 140 participants

Allen & Overy LLP's Allen & Overy LLP Cash Balance Pension Plan reported $33M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,475 in Professional & Technical Services (20,321 peers)

Coverage in New York

Allen & Overy LLP Cash Balance Pension Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $33M.

#16,475
in Professional & Technical Services (20,321 peers)
+23.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Allen & Overy LLP Cash Balance Pension Plan's outsized position by total assets

Allen & Overy LLP Cash Balance Pension Plan vs every filed plan by assets

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

$32,988,117 Top 20% higher than 80% 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

Allen & Overy 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. Allen & Overy LLP Cash Balance Pension Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen & Overy LLP Cash Balance Pension Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Allen & Overy LLP Cash Balance Pension Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Allen & Overy LLP Cash Balance Pension Plan reported participants rose from 117 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133302093 · Allen & Overy LLP PY 2023 · Defined Benefit (Pension)

Allen & Overy LLP Cash Balance Pension Plan · $33M · 140 · 80th

  • TYPE $33M
  • NET 140
  • BOOK 80th
  • VS-ST Defined Benefit (Pension)
  • BOY near National Cement Company Salaried Employees Retirement Plan
  • SCH ind #16475

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 →

Allen & Overy LLP Cash Balance Pension Plan in the asset neighbourhood

Nidec Retirement Plan$33MCarpenters Local Union No. 345 Pension FundCarpenters Local Union No. 3…$33MCrounse Corporation Marine & Maintenance Employees' Pension PlanCrounse Corporation Marine &…$33MAllen & Overy LLP Cash Balance Pension PlanAllen & Overy LLP Cash Balan…$33MNational Cement Company Salaried Employees Retirement PlanNational Cement Company Sala…$33M
End-of-year total assets ($M) among Allen & Overy LLP Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN133302093
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen & Overy LLP)

Sponsor-wide plan assets over time

All Allen & Overy LLP plans reported in each filing year

Latest sponsor-wide plan assets
$189M 18.66083988155044% vs 2022
2023 filing year
$150M$160M$170M$180M$190M$200M 20222023 $159M $189M ▲ +18.7%
Year Plans Participants Total Assets
2022 3 612 $159M
2023 3 741 $189M

Nearby Defined Benefit (Pension) Plans in New York

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

Allen & Overy LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Allen & Overy LLP Cash Balance Pension Plan, Total assets ($B): 0.032988117 · Participants: 140Allen & Overy LLP Cash Balance Pension PlanIBM 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
Allen & Overy LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Allen & Overy LLP Cash Balance Pension Plan side-by-side with 3 peers →

Allen & Overy 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 National Cement Company Salaried Employees Retirement Plan in CA ($33M); by covered participants it is The Whiting-Turner Contracting Company Pension Plan in MD (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 did Allen & Overy LLP Cash Balance Pension Plan assets move in 2023? ▼
Allen & Overy LLP Cash Balance Pension Plan grew sharply - up 23.9% during 2023, from $27M to $33M. Reported net income was $6M.
How have Allen & Overy LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Allen & Overy LLP's sponsor-wide assets grew 18.7%, from $159M to $189M.
Where does Allen & Overy LLP Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Allen & Overy LLP Cash Balance Pension Plan ranks in the 80th 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 Allen & Overy LLP Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Cement Company Salaried Employees Retirement Plan in CA ($33M, 69 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allen & Overy LLP Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Whiting-Turner Contracting Company Pension Plan in MD (140 participants, N/A 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 133302093.

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.