Plan5500

Cleary Gottlieb Steen & Hamilton Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cleary Gottlieb Steen & Hamilton Llp (EIN 13-5599083) is a plan sponsor located in New York, NY with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-5599083
Location
New York, NY
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cleary Gottlieb Steen & Hamilton Llp

  • 5 loaded plans hold $2B in reported assets.
  • The largest, Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust, holds 48% of this company's reported plan assets.
  • Plans cover 5,753 reported participants.
  • 4 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2BSummed across loaded plans$1,982,783,748
Total reported assets$2B$1,982,783,748
Total reported participants5.8K5,753
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2B total assets
Net assets$2BLiabilities$0
Contributions & income
Employer contributions$18.7M
Participant contributions$20.3M
Total income / additions$388.3M
Expenses & distributions
Benefits paid / distributions$60.9M
Total expenses$60.9M
Net increase / (decrease)$327.4M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets48%Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust
Participants per plan1,151Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust$957.1M
    Plan #006 · not reported in the loaded dataset participants · 2023
  2. 2
    Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings (Plan B)$497.5M
    Plan #004 · 2,451 participants · 2023
  3. 3
    Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings (Plan A)$473.5M
    Plan #003 · 534 participants · 2023
  4. 4
    Cleary Gottlieb Steen & Hamilton Llp 2013 Cash Balance Plan$54.7M
    Plan #007 · 245 participants · 2023
  5. 5
    Cleary Gottlieb Steen And Hamilton Llp Health And Welfare Benefit Programnot reported in the loaded dataset
    Plan #501 · 2,523 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cleary Gottlieb Steen & Hamilton Llp. Open one for its full reported snapshot.

  1. 2023
    Cleary Gottlieb Steen And Hamilton Llp Health And Welfare Benefit Program2,523 participants · 2No schedules
    View filing →
  2. 2023
    Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings TrustParticipants not reported · 4Sch HSch C
    View filing →
  3. 2023
    Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings (Plan A)534 participants · 2Sch H
    View filing →
  4. 2023
    Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings (Plan B)2,451 participants · 2Sch H
    View filing →
  5. 2023
    Cleary Gottlieb Steen & Hamilton Llp 2013 Cash Balance Plan245 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cleary Gottlieb Steen & Hamilton Llp report on Form 5500?
Cleary Gottlieb Steen & Hamilton Llp (EIN 13-5599083) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cleary Gottlieb Steen & Hamilton Llp?
The Employer Identification Number (EIN) reported for Cleary Gottlieb Steen & Hamilton Llp is 13-5599083.
What is the latest Form 5500 filing year for Cleary Gottlieb Steen & Hamilton Llp?
The latest loaded Form 5500 filing year for Cleary Gottlieb Steen & Hamilton Llp is 2023.

Related Form 5500 pages