Defined Benefit (Pension) · DOL Form 5500 · 2024

Allen Overy Shearman Sterling US LLP Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
148
Participants Small participant base
87th
Percentile by assets National rank
$469,318
Avg per participant High balance/head
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Official DOL plan name: Shearman & Sterling LLP Cash Balance Pension Plan · Sponsored by Allen Overy Shearman Sterling US LLP · New York · Professional & Technical Services

$69M in assets, 148 participants

Allen Overy Shearman Sterling US LLP's Shearman & Sterling LLP Cash Balance Pension Plan reported $69M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,855 in Professional & Technical Services (20,173 peers)

Coverage in New York

Shearman & Sterling LLP Cash Balance Pension Plan covers 148 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $69M.

#17,855
in Professional & Technical Services (20,173 peers)
+10.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Shearman & Sterling LLP Cash Balance Pension Plan's outsized position by total assets

Shearman & Sterling LLP Cash Balance Pension Plan vs every filed plan by assets

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

$69,459,057 Top 13% higher than 87% 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

Shearman & Sterling LLP Cash Balance Pension 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. Shearman & Sterling LLP Cash Balance Pension Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shearman & Sterling LLP Cash Balance Pension Plan reported participants fell from 175 in the plan year 2023 filing to 148 in the plan year 2024 filing.
  • Shearman & Sterling LLP Cash Balance Pension Plan end-of-year assets rose from $63M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Shearman & Sterling LLP Cash Balance Pension Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135514352 · Allen Overy Shearman Sterling US LLP PY 2024 · Defined Benefit (Pension)

Shearman & Sterling LLP Cash Balance Pension Plan · $69M · 148 · 87th

  • PCT $69M
  • EIN 148
  • RANK 87th
  • PHOTO Defined Benefit (Pension)
  • IND near Siu Rivers Pension Trust
  • EOY ind #17855

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 →

Shearman & Sterling LLP Cash Balance Pension Plan in the asset neighbourhood

Transportation Communications Union Pension FundTransportation Communication…$69MShearman & Sterling LLP Cash Balance Pension PlanShearman & Sterling LLP Cash…$69MSiu Rivers Pension Trust$69MIBEW Local No. 223 Pension$69MInternational Union of Elevator Constructors Officers and Employees Pension PlanInternational Union of Eleva…$69M
End-of-year total assets ($M) among Shearman & Sterling LLP Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$69M
Net Income$7M
Employer EIN135514352
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Overy Shearman Sterling US LLP)

Sponsor-wide plan assets over time

All Allen Overy Shearman Sterling US LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 39.649473636171415% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.81B $1.14B ▲ +40.7%
Year Plans Participants Total Assets
2022 4 1,772 $814M
2023 3 1,381 $874M
2024 6 1,913 $1.1B

Nearby Defined Benefit (Pension) Plans in New York

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

Shearman & Sterling LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Shearman & Sterling LLP Cash Balance Pension Plan, Total assets ($B): 0.069459057 · Participants: 148Shearman & Sterling LLP Cash Balance Pension 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
Shearman & Sterling LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Shearman & Sterling LLP Cash Balance Pension Plan side-by-side with 3 peers →

Shearman & Sterling LLP Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Siu Rivers Pension Trust in MO ($69M); by covered participants it is Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC in GA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Shearman & Sterling LLP Cash Balance Pension Plan assets move in 2024? ▼
Shearman & Sterling LLP Cash Balance Pension Plan grew at a solid clip - up 10.7% during 2024, from $63M to $69M. Reported net income was $7M.
How have Allen Overy Shearman Sterling US LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Overy Shearman Sterling US LLP's sponsor-wide assets grew 39.6%, from $814M to $1.1B.
Where does Shearman & Sterling LLP Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Shearman & Sterling LLP Cash Balance Pension Plan ranks in the 87th 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 Shearman & Sterling LLP Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Siu Rivers Pension Trust in MO ($69M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shearman & Sterling LLP Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC in GA (148 participants, $52M 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 135514352.

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.