Defined Benefit (Pension) · DOL Form 5500 · 2024

Jackson Lewis P.C. Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
313
Participants Below avg headcount
82nd
Percentile by assets National rank
$130,784
Avg per participant Near avg balance/head
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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.

  • #16,595 in Professional & Technical Services (20,173 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 ~798 per filing). Assets: $41M.

#16,595
in Professional & Technical Services (20,173 peers)
+35.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Jackson Lewis P.C. Cash Balance Plan II's outsized position by total assets

The Jackson Lewis P.C. Cash Balance Plan II vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$40,935,375 Top 18% higher than 82% of 123,620 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 2024

The Jackson Lewis P.C. Cash Balance Plan II among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Jackson Lewis P.C. Cash Balance Plan II sits mid-pack in the medium band (313 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463862389 · Jackson Lewis P.C. PY 2024 · Defined Benefit (Pension)

The Jackson Lewis P.C. Cash Balance Plan II · $41M · 313 · 82nd

  • PCT $41M
  • EIN 313
  • RANK 82nd
  • PHOTO Defined Benefit (Pension)
  • IND near IBEW Local No. 32 - NECA Pension Plan
  • EOY ind #16595

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 →

The Jackson Lewis P.C. Cash Balance Plan II in the asset neighbourhood

Pottstown Memorial Medical Center Retirement Income PlanPottstown Memorial Medical C…$41MIBEW Local No. 32 - NECA Pension PlanIBEW Local No. 32 - NECA Pen…$41MThe Jackson Lewis P.C. Cash Balance Plan IIThe Jackson Lewis P.C. Cash …$41MPension Plan for Hawaii Dental ServicePension Plan for Hawaii Dent…$41MGraham Companies Pension Plan$41M
End-of-year total assets ($M) among The Jackson Lewis P.C. Cash Balance Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$41M
Net Income$11M
Employer EIN463862389
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Lewis P.C.)

Sponsor-wide plan assets over time

All Jackson Lewis P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$687M 34.745149447162575% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $510M $687M ▲ +34.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Jackson Lewis P.C. Cash Balance Plan II, Total assets ($B): 0.040935375 · Participants: 313The Jackson Lewis P.C. Cash Balance Plan IIIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
The Jackson Lewis P.C. Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Jackson Lewis P.C. Cash Balance Plan II side-by-side with 3 peers →

The Jackson Lewis P.C. Cash Balance Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is IBEW Local No. 32 - NECA Pension Plan in MI ($41M); by covered participants it is Pension Plan for Hourly Paid Employees of the Gallo Glass Company in CA (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Jackson Lewis P.C. Cash Balance Plan II assets move in 2024? ▼
The Jackson Lewis P.C. Cash Balance Plan II surged - up 35.3% during 2024, from $30M to $41M. Reported net income was $11M.
How have Jackson Lewis P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Lewis P.C.'s sponsor-wide assets grew 34.7%, from $510M to $687M.
Where does The Jackson Lewis P.C. Cash Balance Plan II rank by assets among Form 5500 filers? ▼
The Jackson Lewis P.C. Cash Balance Plan II ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Jackson Lewis P.C. Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local No. 32 - NECA Pension Plan in MI ($41M, 211 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Jackson Lewis P.C. Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Paid Employees of the Gallo Glass Company in CA (313 participants, $224M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463862389.

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.