Davis Polk & Wardwell 401(k) and pension plans

Davis Polk & Wardwell LLP, New York, NY. EIN 13-5023295. Annual reports 2009–2024. Also filed as Davis Polk Pension Plan Master Trus.

Davis Polk & Wardwell LLP has 5 active retirement plans on file. The largest is the Davis Polk Partners/Staff Savings Plan, with 1,994 participants and $742 million in assets in 2024.

Active plans: 5
Participants: 5,415
Plan assets: $1.6 billion
Plans on file: 5
Industry: Professional services

All 5 plans

Active plans first

Davis Polk Partners/Staff Savings Plan

401(k)Active

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

Plan number: 003Employer EIN 13-5023295
Participants (2024): 1,994
Net assets (2024): $742 million
Last listed recordkeeper: Fidelity2009–2012
Plan administrator: Benefits Committee of Davis Polk & Wardwell LLP
450 Lexington Avenue
New York, NY 10017
(212) 450-4613As filed for 2024
In effect since: April 1, 1985

Earlier plan names: Davis Polk & Wardwell Partner/Staff Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,994	$742 million	not listed
2023	1,821	$632 million	not listed
2022	1,752	$523 million	not listed
2021	1,657	$639 million	not listed
2020	1,580	$527 million	not listed
2019	1,514	$450 million	not listed
2018	1,449	$366 million	not listed
2017	1,409	$389 million	not listed
2016	1,385	$328 million	not listed
2015	1,356	$296 million	not listed
2014	1,336	$288 million	not listed
2013	1,296	$266 million	not listed
2012	1,353	$214 million	Fidelity
2011	1,375	$186 million	Fidelity
2010	1,349	$183 million	Fidelity
2009	1,345	$163 million	Fidelity

Davis Polk Associates Savings Plan

401(k)Active

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

Plan number: 004Employer EIN 13-5023295
Participants (2024): 1,759
Net assets (2024): $195 million
Last listed recordkeeper: Fidelity2009–2011
Plan administrator: Benefits Committee of Davis Polk & Wardwell LLP
450 Lexington Avenue
New York, NY 10017
(212) 450-4613As filed for 2024
In effect since: April 1, 1985

Earlier plan names: Davis Polk & Wardwell Associates Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,759	$195 million	not listed
2023	1,640	$169 million	not listed
2022	1,589	$136 million	not listed
2021	1,531	$168 million	not listed
2020	1,446	$141 million	not listed
2019	1,430	$121 million	not listed
2018	1,375	$96.0 million	not listed
2017	1,322	$103 million	not listed
2016	1,215	$83.8 million	not listed
2015	1,173	$75.2 million	not listed
2014	1,157	$76.3 million	not listed
2013	1,129	$72.0 million	not listed
2012	1,098	$60.0 million	not listed
2011	1,098	$52.9 million	Fidelity
2010	1,061	$54.2 million	Fidelity
2009	1,055	$47.6 million	Fidelity

Davis Polk General Staff Pension Plan

Pension (defined benefit), frozenActive

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

Plan number: 001Employer EIN 13-5023295
Participants (2024): 981
Net assets (2024): $181 million
Plan administrator: Benefits Committee of Davis Polk & Wardwell LLP
450 Lexington Avenue
New York, NY 10017
(212) 450-4613As filed for 2024
In effect since: March 1, 1966

Earlier sponsor: Davis Polk Pension Plan Master Trus (2016).

Earlier plan names: Davis Polk & Wardwell General Staff Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	981	$181 million	not listed
2023	999	$187 million	not listed
2022	1,013	$180 million	not listed
2021	1,025	$241 million	not listed
2020	1,046	$231 million	not listed
2019	1,082	$192 million	not listed
2018	1,138	$163 million	not listed
2017	1,225	$181 million	not listed
2016	1,254	$162 million	not listed
2015	1,343	$160 million	not listed
2014	1,426	$167 million	not listed
2013	1,541	$153 million	not listed
2012	1,633	$130 million	not listed
2011	1,687	$109 million	not listed
2010	1,735	$105 million	not listed
2009	1,802	$89.9 million	not listed

Davis Polk Profit Sharing Plan for Partners, Counsel and Chiefs

Profit-sharing planActive

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

Plan number: 002Employer EIN 13-5023295
Participants (2024): 486
Net assets (2024): $308 million
Last listed recordkeeper: Fidelity2009–2011
Plan administrator: Benefits Committee of Davis Polk & Wardwell LLP
450 Lexington Avenue
New York, NY 10017
(212) 450-4613As filed for 2024
In effect since: January 1, 1968

Earlier plan names: Davis Polk & Wardwell Profit Sharing Plan; Davis Polk Profit Sharing Plan for Partners, Counsel and Directors.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	486	$308 million	not listed
2023	440	$261 million	not listed
2022	425	$225 million	not listed
2021	397	$283 million	not listed
2020	378	$241 million	not listed
2019	355	$205 million	not listed
2018	343	$167 million	not listed
2017	328	$178 million	not listed
2016	321	$153 million	not listed
2015	306	$143 million	not listed
2014	284	$141 million	not listed
2013	281	$130 million	not listed
2012	268	$105 million	not listed
2011	257	$92.4 million	Fidelity
2010	242	$93.5 million	Fidelity
2009	242	$88.0 million	Fidelity

Davis Polk Partner Defined Benefit Pension Plan

Pension (defined benefit)Active

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

Plan number: 005Employer EIN 13-5023295
Participants (2024): 195
Net assets (2024): $176 million
Plan administrator: Benefits Committee of Davis Polk & Wardwell LLP
450 Lexington Avenue
New York, NY 10017
(212) 450-4613As filed for 2024
In effect since: January 1, 2007

Earlier plan names: Partner Defined Benefit Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	195	$176 million	not listed
2023	187	$154 million	not listed
2022	180	$152 million	not listed
2021	171	$176 million	not listed
2020	164	$184 million	not listed
2019	160	$155 million	not listed
2018	151	$117 million	not listed
2017	147	$115 million	not listed
2016	149	$91.6 million	not listed
2015	145	$75.6 million	not listed
2014	145	$65.4 million	not listed
2013	149	$56.8 million	not listed
2012	150	$45.1 million	not listed
2011	161	$36.5 million	not listed
2010	162	$32.5 million	not listed
2009	162	$22.8 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((212) 450-4613). 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 5 plans

Davis Polk Partners/Staff Savings Plan

Davis Polk Associates Savings Plan

Davis Polk General Staff Pension Plan

Davis Polk Profit Sharing Plan for Partners, Counsel and Chiefs

Davis Polk Partner Defined Benefit Pension Plan

If you had money in one of these plans

What these numbers are

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