401(k) · DOL Form 5500 · 2024

Patterson Belknap Webb & Tyler LLP 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size: 157
Participants Small participant base: 90th
Percentile by assets National rank: $568,733
Avg per participant High balance/head

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Official DOL plan name: 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP · Sponsored by Patterson Belknap Webb & Tyler LLP · New York · Professional & Technical Services

$89M in assets, 157 participants

Patterson Belknap Webb & Tyler LLP's 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP reported $89M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

#18,289 in Professional & Technical Services (20,173 peers)

Coverage in New York

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP covers 157 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $89M.

#18,289
in Professional & Technical Services (20,173 peers): +2.3%
assets growth YoY: 0.9×
vs typical plan assets (national mean)

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP's outsized position by total assets

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP vs every filed plan by assets

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

$89,291,068 Top 10% higher than 90% 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

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler 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. 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP sits mid-pack in the medium band (157 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP reported net income fell from $14M in the plan year 2023 filing to $3M in the plan year 2024 filing.
401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP reported participants rose from 152 in the plan year 2023 filing to 157 in the plan year 2024 filing.
401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP end-of-year assets rose from $87M in the plan year 2023 filing to $89M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 135622951 · Patterson Belknap Webb & Tyler LLP PY 2024 · 401(k)

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP · $89M · 157 · 90th

VS-ST $89M
VS-ST 157
VS-ST 90th
VS-ST 401(k)
VS-ST near The Kidsheart 401(k) Profit Sharing Plan
VS-ST ind #18289

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 →

End-of-year total assets ($M) among 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$87M
Net Assets (End of Year)	$89M
Net Income	$3M
Employer EIN	135622951
Plan Effective Date	1986-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Patterson Belknap Webb & Tyler LLP)

Latest sponsor-wide plan assets: $281M 19.317813892493348% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	4	486	$236M
2023	4	546	$268M
2024	4	569	$281M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP side-by-side with 3 peers →

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Kidsheart 401(k) Profit Sharing Plan in GA ($89M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

The Kidsheart 401(k) Profit Sharing Plan (GA) $89M · 309
Mendo Group Savings and Profit Sharing Plan (CA) $89M · 970
Burlingame Industries 401(k) and Profit Sharing Retirement Plan (CA) $89M · 793
Coastal Federal Credit Union 401(k) Plan and Trust (NC) $89M · 632

Similar participant headcount

Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.

Otis It Inc (DE) 157 · 0 off
Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) 157 · 0 off
Wsim 401(k) Retirement Plan (TX) 157 · 0 off
3-G Construction Co., Inc. 401(k) Plan (AZ) 157 · 0 off

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 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP assets move in 2024? ▼

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP edged up modestly - up 2.3% during 2024, from $87M to $89M. Reported net income was $3M.

How have Patterson Belknap Webb & Tyler LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Patterson Belknap Webb & Tyler LLP's sponsor-wide assets grew 19.3%, from $236M to $281M.

Where does 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP rank by assets among Form 5500 filers? ▼

401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP? ▼

Among 401(k) plans in other states, the closest by assets is The Kidsheart 401(k) Profit Sharing Plan in GA ($89M, 309 participants).

Which 401(k) plans cover a similar participant headcount to 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP? ▼

Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 135622951.