Defined Benefit (Pension) · DOL Form 5500 · 2024

Alliancebernstein L.P. Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
116
Participants Small participant base
86th
Percentile by assets National rank
$518,568
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Alliancebernstein L.P. · Sponsored by Alliancebernstein L.P. · Tennessee · Finance & Insurance

$60M in assets, 116 participants

Alliancebernstein L.P.'s Retirement Plan for Employees of Alliancebernstein L.P. reported $60M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,713 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Retirement Plan for Employees of Alliancebernstein L.P. covers 116 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $60M.

#6,713
in Finance & Insurance (8,549 peers)
-40.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Alliancebernstein L.P.'s outsized position by total assets

Retirement Plan for Employees of Alliancebernstein L.P. vs every filed plan by assets

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

$60,153,889 Top 14% higher than 86% 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

Retirement Plan for Employees of Alliancebernstein L.P. 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. Retirement Plan for Employees of Alliancebernstein L.P. sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Alliancebernstein L.P. reported net income fell from $5M in the plan year 2023 filing to -$41M in the plan year 2024 filing.
  • Retirement Plan for Employees of Alliancebernstein L.P. end-of-year assets fell from $101M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Retirement Plan for Employees of Alliancebernstein L.P. reported participants fell from 134 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 134064930 · Alliancebernstein L.P. PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Alliancebernstein L.P. · $60M · 116 · 86th

  • NET $60M
  • NET 116
  • NET 86th
  • NET Defined Benefit (Pension)
  • NET near Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan
  • NET ind #6713

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Retirement Plan for Employees of Alliancebernstein L.P. in the asset neighbourhood

The Retirement Plan of Apple Bank for SavingsThe Retirement Plan of Apple…$60MTopco Associates LLC Pension PlanTopco Associates LLC Pension…$60MSecurity Mutual Life Ins Co of Ny Home Office & Affiliates Pension PlanSecurity Mutual Life Ins Co …$60MRetirement Plan for Employees of Alliancebernstein L.P.Retirement Plan for Employee…$60MColony Brands, Inc. Pension PlanColony Brands, Inc. Pension …$60M
End-of-year total assets ($M) among Retirement Plan for Employees of Alliancebernstein L.P. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$60M
Net Income-$41M
Employer EIN134064930
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliancebernstein L.P.)

Sponsor-wide plan assets over time

All Alliancebernstein L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 25.953860286760317% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.41B $1.77B ▲ +25.5%
Year Plans Participants Total Assets
2022 2 3,237 $1.4B
2023 2 3,298 $1.6B
2024 2 3,318 $1.8B

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Retirement Plan for Employees of Alliancebernstein L.P. vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of Alliancebernstein L.P., Total assets ($B): 0.060153889 · Participants: 116Retirement Plan for Employees of Alliancebernstein L.P.Fedex Corporation Employees' Pension Plan, Total assets ($B): 26.858555454 · Participants: 125941Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.18942151 · Participants: 20795Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.839667916 · Participants: 3134Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.400126032 · Participants: 6357Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 1.97251328 · Participants: 2516Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Retirement Plan for Employees of Alliancebernstein L.P. vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Retirement Plan for Employees of Alliancebernstein L.P. side-by-side with 3 peers →

Retirement Plan for Employees of Alliancebernstein L.P.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan in NY ($60M); by covered participants it is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Retirement Plan for Employees of Alliancebernstein L.P. assets move in 2024? ▼
Retirement Plan for Employees of Alliancebernstein L.P. contracted severely - down 40.7% during 2024, from $101M to $60M. Reported net income was -$41M.
How have Alliancebernstein L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliancebernstein L.P.'s sponsor-wide assets grew 26.0%, from $1.4B to $1.8B.
Where does Retirement Plan for Employees of Alliancebernstein L.P. rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Alliancebernstein L.P. ranks in the 86th 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 Retirement Plan for Employees of Alliancebernstein L.P.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan in NY ($60M, 125 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Alliancebernstein L.P.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ (116 participants, $26M 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 134064930.

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.