Allen Overy Shearman Sterling US 401(k) and pension plans

Allen Overy Shearman Sterling US LLP, New York, NY. EIN 13-5514352. Annual reports 2009–2025. Also filed as Allen & Overy LLP; Shearman & Sterling LLP; Allen & Overy, LLP.

Allen Overy Shearman Sterling US LLP has 4 active retirement plans on file. The largest is the Shearman & Sterling LLP Retirement Savings Plan, with 2,266 participants and $542 million in assets in 2024. T. Rowe Price has been its recordkeeper since 2010.

Active plans: 4
Participants: 2,963
Plan assets: $954 million
401(k) recordkeeper: T. Rowe Price
Plans on file: 8
Industry: Professional services

All 8 plans

Active plans first

Shearman & Sterling LLP Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 13-5514352
Participants (2024): 2,266
Net assets (2024): $542 million
Recordkeeper: T. Rowe Price2010–2024
Plan administrator: Allen Overy Shearman Sterling US LLP
599 Lexington Avenue
New York, NY 10022
(212) 848-4000As filed for 2024
In effect since: January 1, 1981

Plans merged into this one: U.S. Pension Plan for Partners and Employees of Shearman & Sterling LLP (2023); Shearman & Sterling LLP Non-Management Profit Sharing Bonus Plan (2015).

Earlier sponsor: Shearman & Sterling LLP (2009–2023).

Earlier plan names: Shearman & Sterling LLP 401(k) Thrift Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,266	$542 million	T. Rowe Price
2023	2,343	$503 million	T. Rowe Price
2022	2,484	$449 million	T. Rowe Price
2021	2,369	$506 million	T. Rowe Price
2020	2,303	$437 million	T. Rowe Price
2019	2,315	$372 million	T. Rowe Price
2018	2,223	$304 million	T. Rowe Price
2017	2,100	$312 million	T. Rowe Price
2016	2,041	$259 million	T. Rowe Price
2015	1,918	$246 million	T. Rowe Price
2014	1,900	$238 million	T. Rowe Price
2013	1,846	$221 million	T. Rowe Price
2012	1,876	$180 million	T. Rowe Price
2011	1,908	$161 million	T. Rowe Price
2010	1,866	$165 million	T. Rowe Price
2009	1,954	$155 million	not listed

Shearman & Sterling LLP Partners Defined Contribution Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 108Employer EIN 13-5514352
Participants (2024): 342
Net assets (2024): $301 million
Plan administrator: Allen Overy Shearman Sterling US LLP
599 Lexington Avenue
New York, NY 10022
(212) 848-4000As filed for 2024
In effect since: October 1, 1987

Earlier sponsor: Shearman & Sterling LLP (2009–2022).

Earlier plan names: Shearman & Sterling LLP Partners' Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	342	$301 million	not listed
2023	367	$309 million	not listed
2022	394	$306 million	not listed
2021	385	$378 million	not listed
2020	384	$365 million	not listed
2019	395	$336 million	not listed
2018	394	$293 million	not listed
2017	371	$313 million	not listed
2016	376	$279 million	not listed
2015	378	$269 million	not listed
2014	375	$266 million	not listed
2013	369	$286 million	not listed
2012	364	$272 million	not listed
2011	369	$252 million	not listed
2010	370	$226 million	not listed
2009	366	$243 million	not listed

Shearman & Sterling LLP Cash Balance Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 114Employer EIN 13-5514352
Participants (2024): 235
Net assets (2024): $69.5 million
Plan administrator: Allen Overy Shearman Sterling US LLP
599 Lexington Avenue
New York, NY 10022
(212) 848-4000As filed for 2024
In effect since: January 1, 2016

Earlier sponsor: Shearman & Sterling LLP (2016–2022).

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	235	$69.5 million	not listed
2023	250	$62.7 million	not listed
2022	255	$56.4 million	not listed
2021	245	$62.0 million	not listed
2020	240	$50.2 million	not listed
2019	231	$37.2 million	not listed
2018	217	$25.0 million	not listed
2017	205	$17.8 million	not listed
2016	211	$8.7 million	not listed

Allen & Overy LLP Cash Balance Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 13-5514352
Participants (2024): 120
Net assets (2024): $41.8 million
Plan administrator: Allen Overy Shearman Sterling US LLP
599 Lexington Avenue
New York, NY 10022
(212) 848-4000As filed for 2024
In effect since: January 1, 2017

Earlier sponsor: Allen & Overy LLP (2017–2023).

Year by year, 2017 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	120	$41.8 million	not listed
2023	125	$32.9 million	not listed
2022	124	$26.6 million	not listed
2021	88	$25.1 million	not listed
2020	78	$17.1 million	not listed
2019	68	$13.8 million	not listed
2018	60	$7.4 million	not listed
2017	53	$4.2 million	not listed

Allen & Overy 401(k) Profit Sharing Plan

401(k)Merged

Merged. In 2025 its assets moved to the Allen & Overy Associates 401(k) Plan, sponsored by Allen Overy Shearman Sterling US LLP (EIN 13-5514352, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 13-5514352
Participants (2024): 533
Net assets (2024): $132 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Allen Overy Shearman Sterling US LLP
599 Lexington Avenue
New York, NY 10022
(212) 848-4000As filed for 2025
In effect since: January 1, 1996

Plans merged into this one: Allen & Overy Associates 401(k) Plan (2025).

Earlier sponsor: Allen & Overy LLP (2009–2023).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	0	$0	Fidelity
2024	533	$132 million	Fidelity
2023	476	$111 million	Fidelity
2022	400	$96.4 million	Fidelity
2021	318	$104 million	Fidelity
2020	293	$88.0 million	Fidelity
2019	290	$73.4 million	Fidelity
2018	293	$60.4 million	Fidelity
2017	295	$62.0 million	Fidelity
2016	269	$49.1 million	Fidelity
2015	266	$47.5 million	Fidelity
2014	275	$46.8 million	Fidelity
2013	271	$41.3 million	Fidelity
2012	284	$35.3 million	Fidelity
2011	265	$28.9 million	Fidelity
2010	243	$26.2 million	Fidelity
2009	236	$22.6 million	Fidelity

Allen & Overy Associates 401(k) Plan

401(k)Merged

Merged. In 2025 its assets moved to the Allen & Overy 401(k) Profit Sharing Plan, sponsored by Allen Overy Shearman Sterling US LLP (EIN 13-5514352, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 13-5514352
Participants (2024): 501
Net assets (2024): $50.8 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Allen Overy Shearman Sterling US LLP
599 Lexington Avenue
New York, NY 10022
(212) 848-4000As filed for 2025
In effect since: January 1, 2002

Plans merged into this one: Allen & Overy 401(k) Profit Sharing Plan (2025).

Earlier sponsor: Allen & Overy LLP (2009–2023).

Earlier plan names: Allen & Overy Associates 401K Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	0	$0	Fidelity
2024	501	$50.8 million	Fidelity
2023	471	$45.2 million	Fidelity
2022	450	$36.4 million	Fidelity
2021	413	$42.9 million	Fidelity
2020	346	$33.7 million	Fidelity
2019	348	$28.1 million	Fidelity
2018	353	$21.7 million	Fidelity
2017	340	$22.1 million	Fidelity
2016	293	$18.8 million	Fidelity
2015	286	$17.2 million	Fidelity
2014	294	$16.7 million	Fidelity
2013	277	$16.6 million	Fidelity
2012	311	$12.2 million	Fidelity
2011	266	$9.5 million	Fidelity
2010	249	$8.6 million	Fidelity
2009	239	$6.6 million	Fidelity

U.S. Pension Plan for Partners and Employees of Shearman & Sterling LLP

Pension (defined benefit), frozenMergedUnion (multiemployer)

Merged. In 2023 its assets moved to the Sherman & Sterling LLP Retirement Savings Plan, sponsored by Allen Overy Shearman Sterling US LLP (EIN 13-5514352, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 13-5514352
Participants (2022): 13
Net assets (2022): $2.0 million
Plan administrator: Allen Overy Shearman Sterling US LLP
599 Lexington Avenue
New York, NY 10022
(212) 848-4000As filed for 2023
In effect since: December 1, 1955

Earlier sponsor: Shearman & Sterling LLP (2009–2022).

Earlier plan names: Employees' Pension Plan of Shearman & Sterling LLP.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	13	$2.0 million	not listed
2021	1,545	$464 million	not listed
2020	1,554	$473 million	not listed
2019	1,720	$424 million	not listed
2018	1,742	$346 million	not listed
2017	1,778	$367 million	not listed
2016	1,924	$320 million	not listed
2015	2,268	$342 million	not listed
2014	2,260	$333 million	not listed
2013	2,217	$327 million	not listed
2012	2,173	$286 million	not listed
2011	2,168	$231 million	not listed
2010	2,138	$181 million	not listed
2009	2,131	$171 million	not listed

Shearman & Sterling LLP Non-Management Profit Sharing Bonus Plan

Profit-sharing planMerged

Merged. In 2015 its assets moved to the Shearman & Sterling LLP 401(k) Thrift Plan, sponsored by Allen Overy Shearman Sterling US LLP (EIN 13-5514352, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 110Employer EIN 13-5514352
Participants (2014): 777
Net assets (2014): $5.7 million
Recordkeeper: T. Rowe Price2009–2015
Plan administrator: Pension & Benefits Committee of Shearman & Sterling LLP
599 Lexington Avenue
New York, NY 10022
(212) 848-4000As filed for 2015
In effect since: October 1, 1994

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	T. Rowe Price
2014	777	$5.7 million	T. Rowe Price
2013	762	$6.0 million	T. Rowe Price
2012	799	$5.5 million	T. Rowe Price
2011	838	$4.9 million	T. Rowe Price
2010	854	$4.4 million	T. Rowe Price
2009	915	$4.3 million	T. Rowe Price

If you had money in one of these plans

Call T. Rowe Price (troweprice.com), which runs the Shearman & Sterling LLP Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 848-4000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 8 plans

Shearman & Sterling LLP Retirement Savings Plan

Shearman & Sterling LLP Partners Defined Contribution Plan

Shearman & Sterling LLP Cash Balance Pension Plan

Allen & Overy LLP Cash Balance Pension Plan

Allen & Overy 401(k) Profit Sharing Plan

Allen & Overy Associates 401(k) Plan

U.S. Pension Plan for Partners and Employees of Shearman & Sterling LLP

Shearman & Sterling LLP Non-Management Profit Sharing Bonus Plan

If you had money in one of these plans

What these numbers are

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