Defined Benefit (Pension) · DOL Form 5500 · 2024
Jackson Lewis P.C. Pension Plan
Data updated 2026-08-06
- $41M
- Total assets
- 313
- Participants
- 82nd
- Percentile by assets
- $130,784
- Avg per participant
Official DOL plan name: The Jackson Lewis P.C. Cash Balance Plan II · Sponsored by Jackson Lewis P.C. · New York · Professional & Technical Services
$41M in assets, 313 participants
Jackson Lewis P.C.'s The Jackson Lewis P.C. Cash Balance Plan II reported $41M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 116,472 plans)
- #16,119 in Professional & Technical Services (19,542 peers)
Coverage in New York
The Jackson Lewis P.C. Cash Balance Plan II covers 313 participants in New York, about 39% of the average New York filer (state average ~795 per filing). Assets: $41M.
- $41M
- total plan assets (2024 EOY)
- 313
- covered participants
- 82nd
- percentile by assets (of 116,472 plans)
- $130,784
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Jackson Lewis P.C. Cash Balance Plan II end-of-year assets rose from $30M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- The Jackson Lewis P.C. Cash Balance Plan II reported net income rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- The Jackson Lewis P.C. Cash Balance Plan II reported participants rose from 308 in the plan year 2023 filing to 313 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. The Jackson Lewis P.C. Cash Balance Plan II reports 313 participants - about 39% of that state average ($41M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $11M |
| Employer EIN | 463862389 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jackson Lewis P.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,324 | $510M |
| 2023 | 3 | 2,027 | $573M |
| 2024 | 3 | 2,943 | $687M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Jackson Lewis P.C. Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Jackson Lewis P.C. Cash Balance Plan II by total assets, not by location.
- IBEW Local No. 32 - NECA Pension Plan (MI) $41M · 211
- Pension Plan for Hawaii Dental Service (HI) $41M · 114
- Pottstown Memorial Medical Center Retirement Income Plan (PA) $41M · 89
- Graham Companies Pension Plan (PA) $41M · 18
Frequently Asked Questions
How did The Jackson Lewis P.C. Cash Balance Plan II assets move in 2024? ▼
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Filing takeaways
Ways to act on The Jackson Lewis P.C. Cash Balance Plan II's numbers.
- By total assets, The Jackson Lewis P.C. Cash Balance Plan II ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Jackson Lewis P.C.'s sponsor-wide assets have grown 34.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans