Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Steptoe LLP Cash Balance Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Steptoe LLP · District of Columbia · Professional & Technical Services

What the 2023 filing shows

Steptoe LLP Cash Balance Pension Plan holds $77M for 123 participants — about $623,170 per participant, up 0.2% over the 2024 plan year.

$77M
total plan assets (2024 EOY)
123
covered participants
$623,170
avg assets per participant
+0.2%
assets growth YoY
Total Assets (2023)
$77M
Participants
123
Industry
Professional & Technical Services

What the Filing Says About Steptoe LLP Cash Balance Pension Plan

Steptoe LLP Cash Balance Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Steptoe LLP, headquartered in District of Columbia. As of the 2024 Form 5500 filing, the plan reports $77M in total end-of-year assets and covers 123 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 521349790, and the plan has been effective since 2019-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2024 to $77M at year-end — a gain of 0.2%. Net assets (after liabilities) closed the year at $77M, with reported net income of $129K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$77M
Total Assets (End of Year)$77M
Net Assets (End of Year)$77M
Net Income$129K
Plan TypeDefined Benefit (Pension)
Employer EIN521349790
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Steptoe LLP)

Year Plans Participants Total Assets
2022 2 812 $416M
2023 2 803 $476M
2024 2 823 $532M

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Frequently Asked Questions

How much money is in the Steptoe LLP Cash Balance Pension Plan?
As of the 2024 Form 5500 filing, Steptoe LLP Cash Balance Pension Plan holds $77M in total assets with 123 participants. It is sponsored by Steptoe LLP.
What type of plan is Steptoe LLP Cash Balance Pension Plan?
Steptoe LLP Cash Balance Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2019-07-01. The plan is filed with the U.S. Department of Labor under EIN 521349790.
Who sponsors the Steptoe LLP Cash Balance Pension Plan?
Steptoe LLP Cash Balance Pension Plan is sponsored by Steptoe LLP, located in District of Columbia. The sponsor's EIN is 521349790 and the plan operates in the Professional & Technical Services industry.
How did Steptoe LLP Cash Balance Pension Plan perform in 2024?
Steptoe LLP Cash Balance Pension Plan grew by 0.2% during 2024, moving from $77M to $77M in total assets. Net income was $129K.
Where can I find official filings for Steptoe LLP Cash Balance Pension Plan?
Official Form 5500 filings for Steptoe LLP Cash Balance Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521349790 or plan name at efast.dol.gov.
How does Steptoe LLP Cash Balance Pension Plan compare to other plans?
You can compare Steptoe LLP Cash Balance Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 521349790.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.