Defined Benefit (Pension) · DOL Form 5500 · 2023

Ernst & Young U.S. LLP Pension Plan

Data updated 2026-08-11

$2.2B
Total assets
N/A
Participants
99th
Percentile by assets
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Official DOL plan name: Ernst & Young Inactive Defined Benefit Retirement Plan · Sponsored by Ernst & Young U.S. LLP · New Jersey · Professional & Technical Services

$2.2B in assets, N/A participants

Ernst & Young U.S. LLP's Ernst & Young Inactive Defined Benefit Retirement Plan reported $2.2B in total assets and N/A 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.

  • 99th percentile by assets (of 127,072 plans)
  • #20,248 in Professional & Technical Services (20,321 peers)

Where Ernst & Young Inactive Defined Benefit Retirement Plan sits by assets

Ernst & Young Inactive Defined Benefit Retirement Plan sits among the largest 1% of all filed plans, $2.2B for N/A participants, down 36.4% in 2023.

$2.2B
total plan assets (2023 EOY)
N/A
covered participants
99th
percentile by assets (of 127,072 plans)
-36.4%
assets change YoY

The plan reported a net loss of $1.4B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ernst & Young Inactive Defined Benefit Retirement Plan end-of-year assets fell from $3.4B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.
  • Ernst & Young Inactive Defined Benefit Retirement Plan reported net income rose from -$2.0B in the plan year 2022 filing to -$1.4B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Ernst & Young Inactive Defined Benefit Retirement Plan vs the 2023 asset distribution

By assets, Ernst & Young Inactive Defined Benefit Retirement Plan outranks 99% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 22x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$3.4B
Net Assets (End of Year)$2.2B
Net Income-$1.4B
Employer EIN346565596
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ernst & Young U.S. LLP)

$22B$24B$26B$28B$30B 202220232024 $22.7B $28.5B ▲ +25.5%
Total plan assets by year, all Ernst & Young U.S. LLP plans on file
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.

Ernst & Young Inactive Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Ernst & Young Inactive Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0510152025 Total assets ($B) Participants Ernst & Young Inacti…Retirement Plan of J…JPMorgan Chase Retir…Nokia Retirement Inc…The Prudential Merge…Verizon Pension Plan…
Ernst & Young Inactive Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ernst & Young Inactive Defined Benefit Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Ernst & Young Inactive Defined Benefit Retirement Plan assets move in 2023?
Ernst & Young Inactive Defined Benefit Retirement Plan contracted severely - down 36.4% during 2023, from $3.4B to $2.2B. Reported net income was -$1.4B.
How have Ernst & Young U.S. LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Ernst & Young U.S. LLP's sponsor-wide assets grew 25.4%, from $22.7B to $28.5B.
Where does Ernst & Young Inactive Defined Benefit Retirement Plan rank by assets among Form 5500 filers?
Ernst & Young Inactive Defined Benefit Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Ernst & Young Inactive Defined Benefit Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Johns Hopkins Health System Corporation Retirement Plan in MD ($2.2B, 7,053 participants).

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Scale reading

Ways to act on Ernst & Young Inactive Defined Benefit Retirement Plan's numbers.