Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Davis Polk Partner Defined Benefit Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Davis Polk & Wardwell LLP · New York · Professional & Technical Services

What the 2023 filing shows

Davis Polk Partner Defined Benefit Pension Plan holds $176M for 162 participants — about $1.1M per participant, up 14.2% over the 2024 plan year.

$176M
total plan assets (2024 EOY)
162
covered participants
$1.1M
avg assets per participant
+14.2%
assets growth YoY
Total Assets (2023)
$176M
Participants
162
State
Industry
Professional & Technical Services

What the Filing Says About Davis Polk Partner Defined Benefit Pension Plan

Davis Polk Partner Defined Benefit Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Davis Polk & Wardwell LLP, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $176M in total end-of-year assets and covers 162 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135023295, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $154M at the beginning of 2024 to $176M at year-end — a gain of 14.2%. Net assets (after liabilities) closed the year at $176M, with reported net income of $22M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$154M
Total Assets (End of Year)$176M
Net Assets (End of Year)$176M
Net Income$22M
Plan TypeDefined Benefit (Pension)
Employer EIN135023295
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Polk & Wardwell LLP)

Year Plans Participants Total Assets
2022 5 2,430 $1.2B
2023 5 2,515 $1.4B
2024 5 2,580 $1.6B

Nearby Defined Benefit (Pension) Plans in New York

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

Frequently Asked Questions

How much money is in the Davis Polk Partner Defined Benefit Pension Plan?
As of the 2024 Form 5500 filing, Davis Polk Partner Defined Benefit Pension Plan holds $176M in total assets with 162 participants. It is sponsored by Davis Polk & Wardwell LLP.
What type of plan is Davis Polk Partner Defined Benefit Pension Plan?
Davis Polk Partner Defined Benefit Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 135023295.
Who sponsors the Davis Polk Partner Defined Benefit Pension Plan?
Davis Polk Partner Defined Benefit Pension Plan is sponsored by Davis Polk & Wardwell LLP, located in New York. The sponsor's EIN is 135023295 and the plan operates in the Professional & Technical Services industry.
How did Davis Polk Partner Defined Benefit Pension Plan perform in 2024?
Davis Polk Partner Defined Benefit Pension Plan grew by 14.2% during 2024, moving from $154M to $176M in total assets. Net income was $22M.
Where can I find official filings for Davis Polk Partner Defined Benefit Pension Plan?
Official Form 5500 filings for Davis Polk Partner Defined Benefit Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135023295 or plan name at efast.dol.gov.
How does Davis Polk Partner Defined Benefit Pension Plan compare to other plans?
You can compare Davis Polk Partner Defined Benefit Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 135023295.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.