Defined Benefit (Pension) · DOL Form 5500 · 2024

Hodgson Russ LLP Pension Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
337
Participants Below avg headcount
93rd
Percentile by assets National rank
$450,950
Avg per participant High balance/head
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Official DOL plan name: Hodgson Russ Retirement Plan · Sponsored by Hodgson Russ LLP · New York · Professional & Technical Services

$152M in assets, 337 participants

Hodgson Russ LLP's Hodgson Russ Retirement Plan reported $152M in total assets and 337 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,997 in Professional & Technical Services (20,173 peers)

Coverage in New York

Hodgson Russ Retirement Plan covers 337 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $152M.

#18,997
in Professional & Technical Services (20,173 peers)
+4.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Hodgson Russ Retirement Plan's outsized position by total assets

Hodgson Russ Retirement Plan vs every filed plan by assets

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

$151,970,035 Top 7% higher than 93% 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

Hodgson Russ Retirement Plan 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. Hodgson Russ Retirement Plan sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hodgson Russ Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Hodgson Russ Retirement Plan end-of-year assets rose from $145M in the plan year 2023 filing to $152M in the plan year 2024 filing.
  • Hodgson Russ Retirement Plan reported participants rose from 327 in the plan year 2023 filing to 337 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 160708550 · Hodgson Russ LLP PY 2024 · Defined Benefit (Pension)

Hodgson Russ Retirement Plan · $152M · 337 · 93rd

  • 5500 $152M
  • 5500 337
  • 5500 93rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Tribal Casino Gaming Enterprise Retirement Plan
  • 5500 ind #18997

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 →

Hodgson Russ Retirement Plan in the asset neighbourhood

Semco Energy, Inc. Non-Union Employees' Retirement PlanSemco Energy, Inc. Non-Union…$152MTribal Casino Gaming Enterprise Retirement PlanTribal Casino Gaming Enterpr…$152MHodgson Russ Retirement Plan$152MIdaho Operating Engineers Employers Pension PlanIdaho Operating Engineers Em…$152MAm General Hourly Retirement PlanAm General Hourly Retirement…$152M
End-of-year total assets ($M) among Hodgson Russ Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$152M
Net Income$7M
Employer EIN160708550
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hodgson Russ LLP)

Sponsor-wide plan assets over time

All Hodgson Russ LLP plans reported in each filing year

Latest sponsor-wide plan assets
$327M 20.81185278338645% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $271M $327M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 752 $271M
2023 2 757 $305M
2024 2 796 $327M

Nearby Defined Benefit (Pension) Plans in New York

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

Hodgson Russ Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Hodgson Russ Retirement Plan, Total assets ($B): 0.151970035 · Participants: 337Hodgson Russ Retirement PlanIBM 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
Hodgson Russ Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Hodgson Russ Retirement Plan side-by-side with 3 peers →

Hodgson Russ Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Tribal Casino Gaming Enterprise Retirement Plan in NC ($152M); by covered participants it is Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan in PR (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Hodgson Russ Retirement Plan assets move in 2024? ▼
Hodgson Russ Retirement Plan edged up modestly - up 4.8% during 2024, from $145M to $152M. Reported net income was $7M.
How have Hodgson Russ LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodgson Russ LLP's sponsor-wide assets grew 20.8%, from $271M to $327M.
Where does Hodgson Russ Retirement Plan rank by assets among Form 5500 filers? ▼
Hodgson Russ Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hodgson Russ Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tribal Casino Gaming Enterprise Retirement Plan in NC ($152M, 421 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hodgson Russ Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan in PR (337 participants, N/A 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 160708550.

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.