401(k) · DOL Form 5500 · 2024
Cleary Gottlieb Steen & Hamilton LLP 401(k) Plan
Data updated 2026-08-25
- $563M
- Total assets Above avg plan size
- 810
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $695,640
- Avg per participant High balance/head
Official DOL plan name: Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) · Sponsored by Cleary Gottlieb Steen & Hamilton LLP · New York · Professional & Technical Services
$563M in assets, 810 participants
Cleary Gottlieb Steen & Hamilton LLP's Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) reported $563M in total assets and 810 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #19,814 in Professional & Technical Services (20,173 peers)
Where Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) sits by assets
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) sits in the top 5% of all filed plans by assets, $563M for 810 participants (~$695,640/participant), up 13.3% in 2024.
- #19,814
- in Professional & Technical Services (20,173 peers)
- +13.3%
- assets growth YoY
- 5.7×
- vs typical plan assets (national mean)
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B)'s outsized position by total assets
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$563,468,308 Top 3% higher than 97% 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
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) 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. Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) sits mid-pack in the medium band (810 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) reported participants fell from 1,107 in the plan year 2023 filing to 810 in the plan year 2024 filing.
- Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) reported net income fell from $92M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) end-of-year assets rose from $497M in the plan year 2023 filing to $563M in the plan year 2024 filing.
DOL schedule card
Filing strip 135599083 · Cleary Gottlieb Steen & Hamilton LLP PY 2024 · 401(k)
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) · $563M · 810 · 97th
- EBSA $563M
- PART 810
- TYPE 97th
- NET 401(k)
- BOOK near Baptist Health 401(a) Plan
- VS-ST ind #19814
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 →
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B) in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $497M |
|---|---|
| Net Assets (End of Year) | $563M |
| Net Income | $76M |
| Employer EIN | 135599083 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cleary Gottlieb Steen & Hamilton LLP)
Sponsor-wide plan assets over time
All Cleary Gottlieb Steen & Hamilton LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 34.63647724221258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,579 | $869M |
| 2023 | 3 | 1,615 | $1.0B |
| 2024 | 3 | 1,249 | $1.2B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan B)'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Baptist Health 401(a) Plan in AR ($563M); by covered participants it is Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust in TX (810 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($563M here).
- Baptist Health 401(a) Plan (AR) $563M · 11,107
- Savings Incentive and Profit Sharing Plan for Employees of the Hobby Lobby Group (OK) $564M · 29,560
- Danfoss USA Savings Plan (IA) $564M · 3,478
- Aaa Club Alliance Inc. 401(k) Retirement Savings Plan (DE) $562M · 5,073
Similar participant headcount
Nearest other-state filings by covered participants (810 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.