Deloitte 401(k) and pension plans

Deloitte LLP, New York, NY. EIN 13-5133500. Annual reports 2011–2022.

Deloitte LLP has no active retirement plan on file. Its last annual report was for 2022. Its Deloitte 401K Plan was merged into Deloitte Profit Sharing Plan in 2022.

Active plans
0
Plans on file
8
Industry
Professional services

All 8 plans

Active plans first

Deloitte 401K Plan

401(k)Merged

Merged. In 2022 its assets moved to the Deloitte Profit Sharing Plan, sponsored by Deloitte LLP (EIN 13-5133500, plan 344). Accounts moved with them, so that plan is the one to contact.

Plan number
268Employer EIN 13-5133500
Participants (2022)
117,341
Net assets (2022)
$11.0 billion
Recordkeeper
Vanguard2016–2022
Plan administrator
Retirement Committee C/O Stephanie Aeder
30 Rockefeller Plaza
New York, NY 10112
(212) 489-1600As filed for 2022
In effect since
November 8, 1986
Year by year, 2011 to 2022
Plan yearParticipantsNet assetsRecordkeeper
2022117,341$11.0 billionVanguard
201673,705$5.3 billionVanguard
201163,273$3.8 billionnot listed

Deloitte Pension Plan

Cash balance pensionMerged

Merged. In 2022 its assets moved to the DTTS Pension Plan, sponsored by Deloitte Touche Tohmatsu Services, LLC (EIN 13-3086681, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 13-5133500
Participants (2022)
103,414
Net assets (2022)
$4.0 billion
Plan administrator
Retirement Committee C/O Stephanie Aeder
30 Rockefeller Plaza
New York, NY 10112
(212) 489-1600As filed for 2022
In effect since
May 31, 1962
Year by year, 2011 to 2022
Plan yearParticipantsNet assetsRecordkeeper
2022103,414$4.0 billionnot listed
202083,439$3.3 billionnot listed
201677,286$2.4 billionnot listed
201157,318$1.5 billionnot listed

Deloitte Pension Plan for Independence

Cash balance pensionStopped filing

No annual report since the 2022 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number
003Employer EIN 13-5133500
Participants (2022)
13,579
Net assets (2022)
$618 million
Plan administrator
Retirement Committee C/O Stephanie Aeder
30 Rockefeller Plaza
New York, NY 10112
(212) 489-1600As filed for 2022
In effect since
March 1, 2006

Plans merged into this one: Deloitte Pension Plan for Partners, Principals and Managing Directors (2022); Deloitte Defined Benefit Savings Plan for Partners and Principals (2022).

Year by year, 2011 to 2022
Plan yearParticipantsNet assetsRecordkeeper
202213,579$618 millionnot listed
20168,472$440 millionnot listed
20114,550$211 millionnot listed

Deloitte Profit Sharing Plan

401(k)Merged

Merged. In 2022 its assets moved to the DTTS Profit Sharing Plan, sponsored by Deloitte Touche Tohmatsu Services, LLC (EIN 13-3086681, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
344Employer EIN 13-5133500
Participants (2022)
8,452
Net assets (2022)
$9.5 billion
Recordkeeper
Vanguard2016–2022
Plan administrator
Retirement Committee C/O Stephanie Aeder
30 Rockefeller Plaza
New York, NY 10112
(212) 489-1600As filed for 2022
In effect since
June 4, 1989

Plans merged into this one: Deloitte 401K Plan (2022).

Year by year, 2011 to 2022
Plan yearParticipantsNet assetsRecordkeeper
20228,452$9.5 billionVanguard
20166,762$5.9 billionVanguard
20115,786$1.8 billionnot listed

Deloitte Pension Plan for Partners, Principals and Managing Directors

Cash balance pensionMerged

Merged. In 2022 its assets moved to the Deloitte Pension Plan for Independence, sponsored by Deloitte LLP (EIN 13-5133500, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
004Employer EIN 13-5133500
Participants (2022)
4,090
Net assets (2022)
$3.6 billion
Plan administrator
Retirement Committee C/O Stephanie Aeder
30 Rockefeller Plaza
New York, NY 10112
(212) 489-1600As filed for 2022
In effect since
March 1, 2006

Earlier plan names: Deloitte Pension Plan for Partners, Principals and Directors.

Year by year, 2011 to 2022
Plan yearParticipantsNet assetsRecordkeeper
20224,090$3.6 billionnot listed
20164,126$2.5 billionnot listed
20113,207$1.6 billionnot listed

Deloitte Defined Benefit Savings Plan for Partners and Principals

Cash balance pensionMerged

Merged. In 2022 its assets moved to the Deloitte Pension Plan for Independence, sponsored by Deloitte LLP (EIN 13-5133500, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
008Employer EIN 13-5133500
Participants (2022)
1,122
Net assets (2022)
$204 million
Plan administrator
Retirement Committee C/O Stephanie Aeder
30 Rockefeller Plaza
New York, NY 10112
(212) 489-1600As filed for 2022
In effect since
January 1, 2017
Year by year, 2017 to 2022
Plan yearParticipantsNet assetsRecordkeeper
20221,122$204 millionnot listed
201710$60,615not listed

Deloitte Savings Plan for Puerto Rico

Defined contribution planStopped filing

No annual report since the 2022 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number
006Employer EIN 13-5133500
Participants (2022)
242
Net assets (2022)
$14.0 million
Recordkeeper
Vanguard2016–2022
Plan administrator
Retirement Committee C/O Stephanie Aeder
30 Rockefeller Plaza
New York, NY 10112
(212) 489-1600As filed for 2022
In effect since
April 29, 2007
Year by year, 2011 to 2022
Plan yearParticipantsNet assetsRecordkeeper
2022242$14.0 millionVanguard
2016183$8.0 millionVanguard
2011170$4.2 millionnot listed

Deloitte Profit Sharing Plan for Puerto Rico

Profit-sharing planStopped filing

No annual report since the 2022 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number
007Employer EIN 13-5133500
Participants (2022)
12
Net assets (2022)
$4.7 million
Plan administrator
Retirement Committee C/O Stephanie Aeder
30 Rockefeller Plaza
New York, NY 10112
(212) 489-1600As filed for 2022
In effect since
June 3, 2007
Year by year, 2011 to 2022
Plan yearParticipantsNet assetsRecordkeeper
202212$4.7 millionnot listed
201612$3.2 millionnot listed
201111$1.6 millionnot listed

If you had money in one of these plans

  1. 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.
  2. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  3. 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

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

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