Defined Benefit (Pension) · DOL Form 5500 · 2023
Ernst & Young U.S. LLP Pension Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 45,954
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $50,604
- Avg per participant Low balance/head
Official DOL plan name: Ernst & Young Defined Benefit Retirement Plan · Sponsored by Ernst & Young U.S. LLP · New Jersey · Professional & Technical Services
$2.3B in assets, 45,954 participants
Ernst & Young U.S. LLP's Ernst & Young Defined Benefit Retirement Plan reported $2.3B in total assets and 45,954 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #20,256 in Professional & Technical Services (20,321 peers)
Coverage in New Jersey
Ernst & Young Defined Benefit Retirement Plan covers 45,954 participants in New Jersey, 54x the typical New Jersey plan (state average ~844 per filing). Assets: $2.3B.
- #20,256
- in Professional & Technical Services (20,321 peers)
- +8.3%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Ernst & Young Defined Benefit Retirement Plan's outsized position by total assets
Ernst & Young Defined Benefit Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,325,467,117 Top 1% higher than 99% 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
Ernst & Young Defined Benefit Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ernst & Young Defined Benefit Retirement Plan is a mega filing (45,954 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ernst & Young Defined Benefit Retirement Plan reported net income rose from -$249M in the plan year 2022 filing to $285M in the plan year 2023 filing.
- Ernst & Young Defined Benefit Retirement Plan reported participants rose from 41,604 in the plan year 2022 filing to 45,954 in the plan year 2023 filing.
- Ernst & Young Defined Benefit Retirement Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
DOL schedule card
Filing strip 346565596 · Ernst & Young U.S. LLP PY 2023 · Defined Benefit (Pension)
Ernst & Young Defined Benefit Retirement Plan · $2.3B · 45,954 · 99th
- BOOK $2.3B
- BOOK 45,954
- BOOK 99th
- BOOK Defined Benefit (Pension)
- BOOK near Transamerica Pension Plan
- BOOK ind #20256
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 Jersey →
Ernst & Young Defined Benefit Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $285M |
| Employer EIN | 346565596 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ernst & Young U.S. LLP)
Sponsor-wide plan assets over time
All Ernst & Young U.S. LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $28.5B 25.44561612724755% vs 2022
- 2024 filing year
| 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.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Scale composition for Ernst & Young Defined Benefit Retirement Plan
Ernst & Young Defined Benefit Retirement Plan reports $2.3B in end-of-year assets across 45,954 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.049% of 93,925,755 covered participants) - about $50,604 per participant (37% of the national average assets-per-participant) . Net income for plan year 2023 was $285M.
This plan identity (EIN 346565596, plan #111) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.4B (+12.0%) while covered participants moved from 41,604 to 48,793 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 41,604 | $2.1B | Open filing |
| 2023 | 45,954 | $2.3B | This page |
| 2024 · index core | 48,793 | $2.4B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Ernst & Young Retirement Savings Plan (401(k), $18.3B, 56,714 participants)
- Ernst & Young Partnership Defined Benefit Retirement Plan (Defined Benefit (Pension), $3.0B, 3,910 participants)
- Ernst & Young Partnership Retirement (Hr-10) Plan (Profit Sharing, $2.5B, 1,666 participants)
- Ernst & Young Defined Benefit Retirement Plan (Defined Benefit (Pension), $2.4B, 48,793 participants)
Ernst & Young Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Transamerica Pension Plan in IA ($2.3B); by covered participants it is Southwest Carpenters Pension Trust in CA (45,891 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Transamerica Pension Plan (IA) $2.3B · 6,519
- Reynolds and Affiliates Pension Plan (NC) $2.3B · 997
- Air Products and Chemicals, Inc. Pension Plan for Salaried Employees (PA) $2.3B · 1,071
- Lockheed Martin Aerospace Hourly Pension Plan (MD) $2.3B · 4,011
Similar participant headcount
Nearest other-state filings by covered participants (45,954 participants); asset peers above are excluded.
- Southwest Carpenters Pension Trust (CA) 45,891 · 63 off
- Truist Financial Corporation Pension Plan (NC) 45,818 · 136 off
- Target Corporation Pension Plan (MN) 45,724 · 230 off
- Ufcw No. Califiornia Employers Joint Pension Plan (CA) 46,714 · 760 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.