401(k) · DOL Form 5500 · 2024

Cleary Gottlieb Steen & Hamilton LLP 401(k) Plan

Data updated 2026-08-11

$546M
Total assets: 271
Participants: 97th
Percentile by assets: $2.0M
Avg per participant

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.

97th percentile by assets (of 123,622 plans)
#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.

$546M
total plan assets (2024 EOY): 271
covered participants: 97th
percentile by assets (of 123,622 plans): $2.0M
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) reports 271 participants - about 34% of that state average ($546M EOY assets).

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)

Total plan assets by year, all Cleary Gottlieb Steen & Hamilton LLP plans on file

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.

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) 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 Cleary Gottlieb Steen & Hamilton LLP Tax… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) by total assets, not by location.

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

Frequently Asked Questions

How did Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) assets move in 2024? ▼

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) grew sharply - up 15.3% during 2024, from $474M to $546M. Reported net income was $62M.

How have Cleary Gottlieb Steen & Hamilton LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cleary Gottlieb Steen & Hamilton LLP's sponsor-wide assets grew 34.6%, from $869M to $1.2B.

Where does Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) rank by assets among Form 5500 filers? ▼

Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)? ▼

Among 401(k) plans in other states, the closest by assets is Msd Employee Stock Purchase & Savings Plan in NJ ($545M, 2,195 participants).

Next read for Cleary Gottlieb Steen & Hamilton LLP Tax…

Filing takeaways

Ways to act on Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)'s numbers.

By total assets, Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Cleary Gottlieb Steen & Hamilton LLP's sponsor-wide assets have grown 34.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 135599083.