401(k) · DOL Form 5500 · 2024
Cleary Gottlieb Steen & Hamilton LLP 401(k) Plan
Data updated 2026-08-25
- $546M
- Total assets Above avg plan size
- 271
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) · Sponsored by Cleary Gottlieb Steen & Hamilton LLP · New York · Professional & Technical Services
$546M in assets, 271 participants
Cleary Gottlieb Steen & Hamilton LLP's Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) reported $546M in total assets and 271 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.
- #19,806 in Professional & Technical Services (20,173 peers)
Coverage in New York
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) covers 271 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $546M.
- #19,806
- in Professional & Technical Services (20,173 peers)
- +15.3%
- assets growth YoY
- 5.5×
- vs typical plan assets (national mean)
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)'s outsized position by total assets
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$545,740,291 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 a) 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 a) sits mid-pack in the medium band (271 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 a) reported participants fell from 339 in the plan year 2023 filing to 271 in the plan year 2024 filing.
- Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) end-of-year assets rose from $474M in the plan year 2023 filing to $546M in the plan year 2024 filing.
- Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) reported net income rose from $58M in the plan year 2023 filing to $62M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 135599083 · Cleary Gottlieb Steen & Hamilton LLP PY 2024 · 401(k)
Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) · $546M · 271 · 97th
- BOOK $546M
- BOOK 271
- BOOK 97th
- BOOK 401(k)
- BOOK near Msd Employee Stock Purchase & Savings Plan
- BOOK ind #19806
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 a) in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $474M |
|---|---|
| Net Assets (End of Year) | $546M |
| Net Income | $62M |
| Employer EIN | 135599083 |
| Plan Effective Date | 1984-02-26 |
| 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 a)'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Msd Employee Stock Purchase & Savings Plan in NJ ($545M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($546M here).
- Msd Employee Stock Purchase & Savings Plan (NJ) $545M · 2,195
- Weston Solutions, Inc. Retirement Savings and Employee Stock Ownership Plan (PA) $546M · 1,071
- Weston Solutions, Inc. Retirement Savings and Employee Stock Ownership Plan (PA) $546M · 1,071
- Process Equipment Group 401(k) Savings Plan (IN) $545M · 2,023
Similar participant headcount
Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.
- Action Rentals Holdings, LLC (FL) 271 · 0 off
- Sage Atc Environmental Consulting LLC 401(k) Plan (TX) 271 · 0 off
- Norwich Commercial Group, Inc. 401(k) Plan (CT) 271 · 0 off
- Orchard Software Corporation 401(k) Profit Sharing Plan and Trust (IN) 271 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.