Defined Benefit (Pension) · DOL Form 5500 · 2024
Simpson Thacher & Bartlett LLP Pension Plan
Data updated 2026-08-25
- $172M
- Total assets Near avg plan size
- 155
- Participants Small participant base
- 94th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Cash Balance Plan for Partners & Sr. Staff of Stb LLP · Sponsored by Simpson Thacher & Bartlett LLP · New York · Professional & Technical Services
$172M in assets, 155 participants
Simpson Thacher & Bartlett LLP's Cash Balance Plan for Partners & Sr. Staff of Stb LLP reported $172M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,105 in Professional & Technical Services (20,173 peers)
Coverage in New York
Cash Balance Plan for Partners & Sr. Staff of Stb LLP covers 155 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $172M.
- #19,105
- in Professional & Technical Services (20,173 peers)
- +1.3%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Cash Balance Plan for Partners & Sr. Staff of Stb LLP's outsized position by total assets
Cash Balance Plan for Partners & Sr. Staff of Stb LLP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$171,959,000 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cash Balance Plan for Partners & Sr. Staff of Stb LLP 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. Cash Balance Plan for Partners & Sr. Staff of Stb LLP sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cash Balance Plan for Partners & Sr. Staff of Stb LLP reported net income fell from $10M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Cash Balance Plan for Partners & Sr. Staff of Stb LLP reported participants fell from 168 in the plan year 2023 filing to 155 in the plan year 2024 filing.
- Cash Balance Plan for Partners & Sr. Staff of Stb LLP end-of-year assets rose from $170M in the plan year 2023 filing to $172M in the plan year 2024 filing.
DOL schedule card
Filing strip 135395280 · Simpson Thacher & Bartlett LLP PY 2024 · Defined Benefit (Pension)
Cash Balance Plan for Partners & Sr. Staff of Stb LLP · $172M · 155 · 94th
- BOOK $172M
- BOOK 155
- BOOK 94th
- BOOK Defined Benefit (Pension)
- BOOK near Northern California Plastering Industry Pension Plan
- BOOK ind #19105
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 →
Cash Balance Plan for Partners & Sr. Staff of Stb LLP in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $172M |
| Net Income | $2M |
| Employer EIN | 135395280 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING 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
| 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.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Cash Balance Plan for Partners & Sr. Staff of Stb LLP's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Northern California Plastering Industry Pension Plan in CA ($172M); by covered participants it is Colorcon, Inc. Employees' Pension Plan in PA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($172M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Colorcon, Inc. Employees' Pension Plan (PA) 155 · 0 off
- Afton Chemical Corporation Pension Plan for Employees Represented by United Food & Commercial Workers International Union/Icwu Loc871c (VA) 155 · 0 off
- Kleen-Rite Corporation Cash Balance Plan (PA) 155 · 0 off
- Retirement Plan for Employees of Piedmont Airlines, Inc. (MD) 155 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.