Credit Suisse Securities USA 401(k) and pension plans

Credit Suisse Securities USA LLC, New York, NY. EIN 05-0546650. Annual reports 2009–2024.

Credit Suisse Securities USA LLC has 2 active retirement plans on file. The largest is the Employees Savings and Retirement Plan of Credit Suisse, with 10,947 participants and $5.4 billion in assets in 2024. Fidelity has been its recordkeeper since 2010.

Active plans: 2
Participants: 12,723
Plan assets: $5.7 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Employees Savings and Retirement Plan of Credit Suisse

401(k)Active

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

Plan number: 002Employer EIN 05-0546650
Participants (2024): 10,947
Net assets (2024): $5.4 billion
Recordkeeper: Fidelity2010–2024
Plan administrator: Employee Benefits Committee of UBS Ag
1000 Harbor BLVD., 10TH Foor
Weehawken, NJ 07086
(212) 325-2000As filed for 2024
In effect since: January 1, 1966

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,947	$5.4 billion	Fidelity
2023	15,795	$5.2 billion	Fidelity
2022	17,377	$4.9 billion	Fidelity
2021	17,477	$6.3 billion	Fidelity
2020	17,508	$5.6 billion	Fidelity
2019	17,706	$4.7 billion	Fidelity
2018	17,615	$3.9 billion	Fidelity
2017	17,981	$4.2 billion	Fidelity
2016	18,034	$3.7 billion	Fidelity
2015	20,849	$3.6 billion	Fidelity
2014	18,617	$3.6 billion	Fidelity
2013	18,835	$3.4 billion	Fidelity
2012	20,010	$3.0 billion	Fidelity
2011	22,224	$2.7 billion	Fidelity
2010	22,224	$2.6 billion	Fidelity
2009	19,617	$2.3 billion	not listed

Employees Pension Plan of Credit Suisse

Pension (defined benefit)Active

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

Plan number: 004Employer EIN 05-0546650
Participants (2024): 1,776
Net assets (2024): $295 million
Administered by: Thompson HineEarlier: Huber (2011–2018)
Plan administrator: Employee Benefits Committee of UBS Ag
1000 Harbor BLVD., 10TH Foor
Weehawken, NJ 07086
(212) 325-2000As filed for 2024
In effect since: August 1, 1995

Earlier plan names: Employees' Pension Plan of Credit Suisse.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,776	$295 million	not listed
2023	2,664	$708 million	Thompson Hine
2022	2,801	$716 million	Thompson Hine
2021	2,860	$998 million	Thompson Hine
2020	3,513	$1.1 billion	Thompson Hine
2019	3,622	$1.0 billion	Thompson Hine
2018	3,664	$906 million	Huber
2017	3,750	$1.0 billion	Huber
2016	3,832	$967 million	Huber
2015	5,116	$1.3 billion	Huber
2014	5,264	$1.1 billion	Huber
2013	5,567	$985 million	Huber
2012	6,416	$884 million	Huber
2011	6,529	$784 million	Huber
2010	6,573	$761 million	not listed
2009	6,608	$704 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Employees Savings and Retirement Plan of Credit Suisse. 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) 325-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
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 2 plans

Employees Savings and Retirement Plan of Credit Suisse

Employees Pension Plan of Credit Suisse

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in NY