Retirement plan

DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL

Name: DEBEVOISE & PLIMPTON LLP - DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL (2023) Form 5500
Creator: DEBEVOISE & PLIMPTON LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL, DEBEVOISE & PLIMPTON LLP

DEBEVOISE & PLIMPTON LLPEIN 13-5537279Plan #004PY 2023

66 HUDSON BOULEVARD - NEW YORK, NY 10001212-909-6000debevoise.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

4 filings

#003Retirement-$341.4M assets #002Retirement-$197.3M assets #001Retirement-$131.6M assets #005Retirement-$74.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$180.4M

-10.0% from 2016

Total participants

1,086

-4.1% from 2016

Average account balance

$168,407

-6.3% from 2016

Annual return

20.13%

-8.99 pp from 2016

Benchmarks

See 3,230 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,230 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$209.62M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$184K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,142

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930	Recordkeeping	$3,065

Plan features & details

Pension benefit codes2E2F2G2J2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$6 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$168,407

$95,438+76.5%

$135,998+23.8%

$74,478+126.1%

Participation rate

97.0%

78.2%+18.8pp

81.9%+15.1pp

70.7%+26.3pp

Annual return

20.13%

32.61%-12.5pp

68.37%-48.2pp

34.37%-14.2pp

Employer contribution / active EE

$2,426

$3,878-37.4%

$4,860-50.1%

$2,637-8.0%

Participant deferral / active EE

$18,781

$7,790+141.1%

$7,761+142.0%

$4,530+314.6%

Admin fee / account holder

$259-99.0%

$10,769-100.0%

$347-99.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.9+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$3,065

DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion