Back to filter
Original filing (PDF)20251013102129NAL0002458450001
SIMPSON THACHER & BARTLETT LLP
Form 5500
FILING_RECEIVED
SIMPSON THACHER& BARTLETT LLP CASH BALANCE PLAN II
Defined-benefit pension plan
Signals · 2
48% in single holdingNo recordkeeper disclosed
Active participants
155
Accounts w/ balance
—
Plan assets (EOY)
$52.2M
Net assets (EOY)
$52.2M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "ALLSPRING GOVERNMENT MONEY MARKET FUND" is 48% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMPSON THACHER & BARTLETT LLP.
Plan sponsor
Name
SIMPSON THACHER & BARTLETT LLP
EIN
13-5395280
Address
425 LEXINGTON AVENUE · NEW YORK, NY · 100173954
Phone
(212) 455-2000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
SIMPSON THACHER & BARTLETT
EIN
13-5395280
City
NEW YORK, NY
Phone
(212) 455-2000
Plan characteristics
Plan number
053
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
ANCHIN, BLOCK & ANCHIN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $52.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALLSPRING GOVERNMENT MONEY MARKET FUND | — | — | $24.9M | $24.9M | 47.7% | |
| VANGUARD TOTAL BOND MARKET ETF | — | — | $12.9M | $12.6M | 24.1% | |
| VANGUARD INDEX FD ETF | — | — | $8.1M | $9.7M | 18.7% | |
| VANGUARD FTSE DEVELOPED MARKETS ETF | — | — | $3.5M | $3.5M | 6.7% | |
| VANGUARD FTSE EMERGING MARKETS ETF | — | — | $1.3M | $1.5M | 2.8% |
Related plans
Similar-size Law Offices plans
ROGERS TOWERS, P.A.
ROGERS TOWERS 401(K) PLAN
$52.2M · 117 participants
PAUL WEISS RIFKIND WHARTON & GARRISON LLP
PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP DEFINED CONTRIBUTION RETIREMENT PLAN
$52.3M · 788 participants
THE CHARTWELL LAW OFFICES, L.L.P.
CHARTWELL LAW OFFICES, L.L.P. 401(K) PROFIT SHARING PLAN
$52.1M · 502 participants
FORDHARRISON LLP
FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN
$52.1M · 159 participants
TRIPP SCOTT, P.A.
TRIPP SCOTT, P.A. 401K PLAN
$52.1M · 95 participants
SUMMIT LAW GROUP, PLLC
THE 401K SAVINGS PLAN AND TRUST AGREEMENT OF SUMMIT LAW GROUP, PLLC
$52.5M · 78 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B