Plan5500

Ibm Personal Pension Plan — Form 5500 plan (International Business Machines Corporation)

Plain-English plan 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, Ibm Personal Pension Plan is a benefit plan reported by International Business Machines Corporation under EIN 13-0871985 and plan number 001. The latest loaded filing year is 2023. The filing reports 144,002 participants and $24,955,758,896 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.5BPlan net assets, end of year$24,471,256,720
Participants144KCovered participants reported144,002
Assets / participant$173.3KComputed: assets ÷ participants$173,301 (computed)
Provider compensation$54.4M64 Schedule C provider row(s)$54,404,423
Plan sponsor
International Business Machines Corporation
EIN
13-0871985
Plan number
001
Plan type
2
Location
Armonk, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    144,002 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25B total assets
Net assets$24.5BLiabilities$484.5M
Money in vs. money out
Total income / additions$1.1B
Total expenses$1.8B
Benefits paid / distributions$1.7B
Full reported line items

Net assets

Total assets (EOY)
$24,955,758,896
Total liabilities (EOY)
$484,502,176
Net assets (EOY)
$24,471,256,720
Net assets (BOY)
$25,191,445,462

Income & contributions

Total contributions
$0
Total income / additions
$1,068,583,607

Expenses & distributions

Benefits paid
$1,711,410,098
Administrative expenses
$77,362,251
Total expenses
$1,788,772,349
Net increase / (decrease)
-$720,188,742
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income160%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments$9.5M
    RECORDKEEPER · Direct $9.5M
  2. 2
    Towers Watson Delaware Inc.$5.1M
    PARTY-IN INTEREST · Direct $5.1M
  3. 3
    Nisa Investment Advisors$5M
    PARTY-IN INTEREST · Direct $5M
  4. 4
    Ibm$3.6M
    PARTY-IN INTEREST · Direct $3.6M
  5. 5
    Loomis, Sayles & Co.$3M
    PARTY-IN-INTEREST · Direct $3M
  6. 6
    Jp Morgan Investment Mgmt$2.8M
    PARTY-IN INTEREST · Direct $2.8M
  7. 7
    Ifm Investors LLC$2.8M
    PARTY-IN INTEREST · Direct $0 · Indirect $2.8M
  8. 8
    Metlife Investment Mgmt Holdings, L$2.2M
    PARTY-IN-INTEREST · Direct $2.2M
  9. 9
    Allspring Global Investments, LLC$2.1M
    PARTY-IN INTEREST · Direct $2.1M · Indirect $0
  10. 10
    Voya Investment Management Co$2M
    PARTY-IN-INTEREST · Direct $2M · Indirect $0
  11. 11
    P/E Global LLC$1.8M
    PARTY-IN-INTEREST · Direct $1.8M
  12. 12
    Pimco$1.4M
    PARTY-IN INTEREST · Direct $1.4M · Indirect $0
  13. 13
    Jefferies LLC$1.4M
    PARTY-IN INTEREST · Direct $1.4M
  14. 14
    Wellington Management$1.2M
    PARTY-IN INTEREST · Direct $1.2M · Indirect $0
  15. 15
    Western Asset Management$1.2M
    PARTY-IN INTEREST · Direct $1.2M · Indirect $0
  16. 16
    Cibc Asset Management$1.2M
    NONE · Direct $1.2M
  17. 17
    Blackrock Financial Management, Inc$858.1K
    PARTY-IN-INTEREST · Direct $858.1K
  18. 18
    Los Angeles Capital Mgmt$752K
    PARTY-IN INTEREST · Direct $735.7K · Indirect $16.3K
  19. 19
    Marathon Asset Management Llp$750.4K
    PARTY-IN INTEREST · Direct $750.4K
  20. 20
    Dodge & Cox$628.6K
    PARTY-IN INTEREST · Direct $628.6K · Indirect $0
  21. 21
    Pwc$459K
    PARTY-IN INTEREST · Direct $459K
  22. 22
    Hudson Advisors Lp$448.8K
    PARTY-IN-INTEREST · Direct $0 · Indirect $448.8K
  23. 23
    Pugh Capital$334.5K
    PARTY-IN INTEREST · Direct $334.5K
  24. 24
    Factset$317.6K
    PARTY-IN INTEREST · Direct $317.6K
  25. 25
    Andersen Tax LLC$315.9K
    PARTY-IN INTEREST · Direct $315.9K
  26. 26
    Garcia Hamilton$274.1K
    INTEREST · Direct $274.1K
  27. 27
    Systematica$271.2K
    PARTY-IN INTEREST · Direct $271.2K
  28. 28
    Earnest Partners$268.4K
    PARTY-IN-INTEREST · Direct $268.4K
  29. 29
    Portfolio Advisors$258.4K
    PARTY-IN-INTEREST · Direct $258.4K · Indirect $0
  30. 30
    Bloomberg$257.9K
    PARTY-IN INTEREST · Direct $257.9K
  31. 31
    Paul Hastings$223.6K
    PARTY-IN-INTEREST · Direct $223.6K
  32. 32
    Covington & Burling Llp$205.7K
    NONE · Direct $205.7K
  33. 33
    Msci$169.2K
    PARTY-IN-INTEREST · Direct $169.2K
  34. 34
    Mercer Investment Consulting Inc.$137.2K
    PARTY-IN-INTEREST · Direct $137.2K
  35. 35
    Ssga$127K
    PARTY-IN INTEREST · Direct $127K · Indirect $0
  36. 36
    Tamale$124.7K
    PARTY-IN-INTEREST · Direct $124.7K
  37. 37
    Jones Day Reavis & Pogue$102.4K
    PARTY-IN INTEREST · Direct $102.4K
  38. 38
    Aon Consulting$100.2K
    PARTY-IN INTEREST · Direct $100.2K
  39. 39
    Legal & General Inv. Mgmt. America$86.6K
    PARTY-IN-INTEREST · Direct $86.6K
  40. 40
    Income Research$72.4K
    PARTY-IN INTEREST · Direct $72.4K
  41. 41
    Ninety One North America Inc.$64.4K
    NONE · Direct $64.4K
  42. 42
    Evestment Alliance LLC$64.4K
    PARTY-IN-INTERST · Direct $64.4K
  43. 43
    First Quadrant$58.8K
    PARTY-IN-INTEREST · Direct $58.8K
  44. 44
    Wellington Trust$52.8K
    PARTY-IN INTEREST · Direct $52.8K
  45. 45
    Mccarthy Burgess & Wolff$46.8K
    PARTY-IN-INTEREST · Direct $46.8K
  46. 46
    Ropes & Gray Llp$36.2K
    PARTY-IN INTEREST · Direct $36.2K
  47. 47
    Ivins, Phillips And Barker$33.5K
    PARTY-IN-INTEREST · Direct $33.5K
  48. 48
    Kirkland & Ellis$26.1K
    PARTY-IN INTEREST · Direct $26.1K
  49. 49
    Goodwin Procter Llp$25.5K
    PARTY-IN INTEREST · Direct $25.5K
  50. 50
    Institutional Shareholder Services$24.2K
    PARTY-IN-INTEREST · Direct $24.2K
  51. 51
    Simpson Thacher & Bartlett Llp$21.5K
    PARTY-IN INTEREST · Direct $21.5K
  52. 52
    Doubleline Capital$18.6K
    PARTY-IN INTEREST · Direct $18.6K
  53. 53
    Aca Advisors Iii, LLC$17.8K
    PARTY-IN-INTEREST · Direct $0 · Indirect $17.8K
  54. 54
    Latham & Watkins$17.5K
    PARTY-IN INTEREST · Direct $17.5K
  55. 55
    Russell Investment Group$16.1K
    PARTY-IN INTEREST · Direct $16.1K
  56. 56
    Debeviose & Plimpton, Llp$12.7K
    PARTY-IN INTEREST · Direct $12.7K
  57. 57
    Cleary Gottlieb Steen & Hamilton Ll$12K
    PARTY-IN INTEREST · Direct $12K
  58. 58
    Warburg Pincus$9.9K
    PARTY-IN INTEREST · Direct $9.9K · Indirect $0
  59. 59
    Apax Partners$9K
    PARTY-IN INTEREST · Direct $9K · Indirect $0
  60. 60
    Maples Group$7.4K
    PARTY-IN-INTEREST · Direct $7.4K
  61. 61
    Iron Mountain$7.3K
    PARTY-IN INTEREST · Direct $7.3K
  62. 62
    Fried Frank Shriver & Jacobson Ptn.$6.5K
    PARTY-IN INTEREST · Direct $6.5K
  63. 63
    Weil, Gotshal & Manges Llp$5.8K
    PARTY-IN INTEREST · Direct $5.8K
  64. 64
    Gibson Dunn & Crutcher Llp$5K
    PARTY-IN INTEREST · Direct $5K

What to inspect next

Frequently asked questions

Who sponsors the Ibm Personal Pension Plan?
Ibm Personal Pension Plan is reported as sponsored by International Business Machines Corporation (EIN 13-0871985, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ibm Personal Pension Plan?
The latest Form 5500 filing year loaded for Ibm Personal Pension Plan is 2023.
How many participants does Ibm Personal Pension Plan report?
Ibm Personal Pension Plan reports 144,002 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ibm Personal Pension Plan?
Ibm Personal Pension Plan reports $24,955,758,896 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages