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

ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN

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

ERNST & YOUNG U.S. LLP

This Defined Benefit (Pension) plan holds $2.3B in total assets and serves 45,954 participants as of 2023. It is sponsored by ERNST & YOUNG U.S. LLP in New Jersey. The plan reported positive net income of $285M for the year.

Total Assets (2023)
$2.3B
Participants
45,954
State
Industry
Professional & Technical Services

What the Filing Says About ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN

ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by ERNST & YOUNG U.S. LLP, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $2.3B in total end-of-year assets and covers 45,954 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 346565596, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2.1B at the beginning of 2023 to $2.3B at year-end — a gain of 8.3%. Net assets (after liabilities) closed the year at $2.3B, with reported net income of $285M 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 — 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)$2.1B
Total Assets (End of Year)$2.3B
Net Assets (End of Year)$2.3B
Net Income$285M
Plan TypeDefined Benefit (Pension)
Employer EIN346565596
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ERNST & YOUNG U.S. LLP)

Year Plans Participants Total Assets
2022 5 100,421 $22.7B
2023 5 110,953 $25.5B
2024 5 111,083 $28.5B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN?
As of the 2023 Form 5500 filing, ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN holds $2.3B in total assets with 45,954 participants. It is sponsored by ERNST & YOUNG U.S. LLP.
What type of plan is ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN?
ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 346565596.
Who sponsors the ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN?
ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN is sponsored by ERNST & YOUNG U.S. LLP, located in New Jersey. The sponsor's EIN is 346565596 and the plan operates in the Professional & Technical Services industry.
How did ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN perform in 2023?
ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN grew by 8.3% during 2023, moving from $2.1B to $2.3B in total assets. Net income was $285M.
Where can I find official filings for ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN?
Official Form 5500 filings for ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 346565596 or plan name at efast.dol.gov.
How does ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN compare to other plans?
You can compare ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey 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) — original filing retrieval by EIN 346565596.

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

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

Data sourced from official public datasets. See our methodology for details.