Defined Benefit (Pension) · DOL Form 5500 · 2024

Simpson Thacher & Bartlett LLP Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
160
Participants Small participant base
85th
Percentile by assets National rank
$326,343
Avg per participant High balance/head
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Official DOL plan name: Simpson Thacher& Bartlett LLP Cash Balance Plan II · Sponsored by Simpson Thacher & Bartlett LLP · New York · Professional & Technical Services

$52M in assets, 160 participants

Simpson Thacher & Bartlett LLP's Simpson Thacher& Bartlett LLP Cash Balance Plan II reported $52M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,246 in Professional & Technical Services (20,173 peers)

Coverage in New York

Simpson Thacher& Bartlett LLP Cash Balance Plan II covers 160 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $52M.

#17,246
in Professional & Technical Services (20,173 peers)
+101.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Simpson Thacher& Bartlett LLP Cash Balance Plan II's outsized position by total assets

Simpson Thacher& Bartlett LLP Cash Balance Plan II vs every filed plan by assets

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

$52,214,837 Top 15% higher than 85% 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

Simpson Thacher& Bartlett LLP 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. Simpson Thacher& Bartlett LLP Cash Balance Plan II sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simpson Thacher& Bartlett LLP Cash Balance Plan II end-of-year assets rose from $26M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Simpson Thacher& Bartlett LLP Cash Balance Plan II reported participants fell from 162 in the plan year 2023 filing to 160 in the plan year 2024 filing.
  • Simpson Thacher& Bartlett LLP Cash Balance Plan II reported net income rose from $26M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 135395280 · Simpson Thacher & Bartlett LLP PY 2024 · Defined Benefit (Pension)

Simpson Thacher& Bartlett LLP Cash Balance Plan II · $52M · 160 · 85th

  • EBSA $52M
  • EBSA 160
  • EBSA 85th
  • EBSA Defined Benefit (Pension)
  • EBSA near Health Alliance Plan Retirement Plan
  • EBSA ind #17246

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 →

Simpson Thacher& Bartlett LLP Cash Balance Plan II in the asset neighbourhood

Simpson Thacher& Bartlett LLP Cash Balance Plan IISimpson Thacher& Bartlett LL…$52MHealth Alliance Plan Retirement PlanHealth Alliance Plan Retirem…$52MChs Inc. Retirement Plan for Union Production EmployeesChs Inc. Retirement Plan for…$52MRetirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLCRetirement Income Plan for N…$52MNavy-Marine Corps Relief Society Employees' Pension PlanNavy-Marine Corps Relief Soc…$52M
End-of-year total assets ($M) among Simpson Thacher& Bartlett LLP 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)$26M
Net Assets (End of Year)$52M
Net Income$26M
Employer EIN135395280
Plan Effective Date2023-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson Thacher & Bartlett LLP)

Sponsor-wide plan assets over time

All Simpson Thacher & Bartlett LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 36.38069266450941% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.93B $1.26B ▲ +35.5%
Year Plans Participants Total Assets
2022 6 2,403 $926M
2023 7 2,682 $1.1B
2024 7 2,815 $1.3B

Nearby Defined Benefit (Pension) Plans in New York

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

Simpson Thacher& Bartlett LLP 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 ($B) Participants Simpson Thacher& Bartlett LLP Cash Balance Plan II, Total assets ($B): 0.052214837 · Participants: 160Simpson Thacher& Bartlett LLP 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
Simpson Thacher& Bartlett LLP Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Simpson Thacher& Bartlett LLP Cash Balance Plan II side-by-side with 3 peers →

Simpson Thacher& Bartlett LLP 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 Health Alliance Plan Retirement Plan in MI ($52M); by covered participants it is Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan in WI (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Simpson Thacher& Bartlett LLP Cash Balance Plan II assets move in 2024? ▼
Simpson Thacher& Bartlett LLP Cash Balance Plan II surged - up 101.2% during 2024, from $26M to $52M. Reported net income was $26M.
How have Simpson Thacher & Bartlett LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simpson Thacher & Bartlett LLP's sponsor-wide assets grew 36.4%, from $926M to $1.3B.
Where does Simpson Thacher& Bartlett LLP Cash Balance Plan II rank by assets among Form 5500 filers? ▼
Simpson Thacher& Bartlett LLP Cash Balance Plan II ranks in the 85th 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 Simpson Thacher& Bartlett LLP Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Health Alliance Plan Retirement Plan in MI ($52M, 326 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Simpson Thacher& Bartlett LLP Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan in WI (160 participants, $3M 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 135395280.

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.