Defined Benefit (Pension) · DOL Form 5500 · 2024

Credit Suisse Securities USA LLC Pension Plan

Data updated 2026-08-25

$296M
Total assets Near avg plan size
183
Participants Below avg headcount
96th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Employees Pension Plan of Credit Suisse · Sponsored by Credit Suisse Securities USA LLC · New York · Finance & Insurance

$296M in assets, 183 participants

Credit Suisse Securities USA LLC's Employees Pension Plan of Credit Suisse reported $296M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,942 in Finance & Insurance (8,549 peers)

Coverage in New York

Employees Pension Plan of Credit Suisse covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $296M.

#7,942
in Finance & Insurance (8,549 peers)
-58.2%
assets change YoY
3.0×
vs typical plan assets (national mean)

The plan reported a net loss of $413M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees Pension Plan of Credit Suisse's outsized position by total assets

Employees Pension Plan of Credit Suisse vs every filed plan by assets

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

$295,909,170 Top 4% higher than 96% 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

Employees Pension Plan of Credit Suisse 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. Employees Pension Plan of Credit Suisse sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees Pension Plan of Credit Suisse reported net income fell from -$7M in the plan year 2023 filing to -$413M in the plan year 2024 filing.
  • Employees Pension Plan of Credit Suisse end-of-year assets fell from $709M in the plan year 2023 filing to $296M in the plan year 2024 filing.
  • Employees Pension Plan of Credit Suisse reported participants fell from 285 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 050546650 · Credit Suisse Securities USA LLC PY 2024 · Defined Benefit (Pension)

Employees Pension Plan of Credit Suisse · $296M · 183 · 96th

  • EOY $296M
  • EOY 183
  • EOY 96th
  • EOY Defined Benefit (Pension)
  • EOY near Plumbers Local No 98 Defined Benefit Pension Fund
  • EOY ind #7942

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 Finance & Insurance retirement plans → · Plans in New York →

Employees Pension Plan of Credit Suisse in the asset neighbourhood

Iron Workers Pension Plan of Western PennsylvaniaIron Workers Pension Plan of…$297MEmployees Pension Plan of Credit SuisseEmployees Pension Plan of Cr…$296MPlumbers Local No 98 Defined Benefit Pension FundPlumbers Local No 98 Defined…$296MI.B.E.W. Pacific Coast Pension FundI.B.E.W. Pacific Coast Pensi…$295MBarnes Group Inc. Consolidated Pension PlanBarnes Group Inc. Consolidat…$295M
End-of-year total assets ($M) among Employees Pension Plan of Credit Suisse and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$709M
Net Assets (End of Year)$295M
Net Income-$413M
Employer EIN050546650
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Suisse Securities USA LLC)

Sponsor-wide plan assets over time

All Credit Suisse Securities USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5.7B 1.7517403468117148% vs 2022
2024 filing year
$5.5B$5.6B$5.7B$5.8B$5.9B$6B 202220232024 $5.63B $5.73B ▲ +1.8%
Year Plans Participants Total Assets
2022 2 7,459 $5.6B
2023 2 6,848 $5.9B
2024 2 4,420 $5.7B

Nearby Defined Benefit (Pension) Plans in New York

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

Employees Pension Plan of Credit Suisse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Employees Pension Plan of Credit Suisse, Total assets ($B): 0.29590917 · Participants: 183Employees Pension Plan of Credit SuisseIBM 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
Employees Pension Plan of Credit Suisse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees Pension Plan of Credit Suisse side-by-side with 3 peers →

Employees Pension Plan of Credit Suisse's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Plumbers Local No 98 Defined Benefit Pension Fund in MI ($296M); by covered participants it is Pension Plan for Certain Salaried Ees of Alcoa USA Corp. in PA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Employees Pension Plan of Credit Suisse assets move in 2024? ▼
Employees Pension Plan of Credit Suisse contracted severely - down 58.2% during 2024, from $709M to $296M. Reported net income was -$413M.
How have Credit Suisse Securities USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Suisse Securities USA LLC's sponsor-wide assets grew 1.8%, from $5.6B to $5.7B.
Where does Employees Pension Plan of Credit Suisse rank by assets among Form 5500 filers? ▼
Employees Pension Plan of Credit Suisse ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employees Pension Plan of Credit Suisse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Local No 98 Defined Benefit Pension Fund in MI ($296M, 814 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees Pension Plan of Credit Suisse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Certain Salaried Ees of Alcoa USA Corp. in PA (183 participants, $592M 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 050546650.

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.