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Employer · plans filed under one EIN

Norton Rose Fulbright US LLP

Houston, TX · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.59Bnet assets across plans
5,238participant records2,068 active
$22.6Memployer contributions, latest plan years$10,946 per active record
$3.5MSchedule C compensation to organisations$664.55 per participant record

Norton Rose Fulbright US LLP, based in Houston, Texas, sponsors 3 retirement plans with 100 or more participants: 1 defined contribution and 2 defined benefit. Together they reported 5,238 participant records and $1.59B in net assets.

The largest is Norton Rose Fulbright US L.L.P. 401(k) and Profit Sharing Plan, a 401(k) plan with 2,911 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $22.6M and participant contributions $24.7M in the latest plan years; benefits paid were $134M. Schedule C compensation reported to service provider organisations totalled $3.5M.

Combined net assets moved from $624M in 2009 to $1.59B in 2024 (up 154%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Norton Rose Fulbright US L.L.P. 401(k) and Profit Sharing Plan401(k) plan20242,911$1.07B$367,893$6,563$149K
Norton Rose Fulbright US LLP Pension Plandefined benefit pension plan20241,832$498M$271,608$48,662$2.8M
Chadbourne & Parke LLP Pension Plan and Trust Agreementdefined benefit pension plan2024495$17.6M$35,588$137,756$548K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $624M2010: $676M2011: $717M2012: $783M2013: $867M2014: $1.03B2015: $1.01B2016: $1.05B2017: $1.37B2018: $1.26B2019: $1.46B2020: $1.55B2021: $1.70B2022: $1.40B2023: $1.46B2024: $1.59B$624M$1.70B$1.59B20092012201620202024
Combined net assets
2009: 5,1952010: 5,0142011: 4,9722012: 4,8102013: 4,7432014: 4,7682015: 4,6462016: 4,6272017: 6,1512018: 6,1282019: 5,9132020: 5,7912021: 5,7842022: 5,8642023: 5,2562024: 5,2385,1956,1515,23820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202435,238$1.59B$22.6M$24.7M
202335,256$1.46B$18.5M$22.3M
202235,864$1.40B$11.6M$19.6M
202135,784$1.70B$22.3M$18.4M
202035,791$1.55B$11.7M$17.4M
201935,913$1.46B$28.9M$17.6M
201836,128$1.26B$15.7M$17.9M
201736,151$1.37B$7.8M$21.5M
201624,627$1.05B$16.0M$21.7M
201524,646$1.01B$13.8M$21.2M
201424,768$1.03B$7.4M$13.0M
201324,743$867M$6.1M$13.4M
201224,810$783M$7.1M$14.0M
201124,972$717M$21.2M$14.2M
201025,014$676M$489K$14.8M
200925,195$624M$48.0M$15.6M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Pension Benefit Guaranty Corp.Plan Administrator1$1,481,134
Ernst and Young LLPActuarial2$546,676
Carlson Capital - Black Diamond PTNInvestment management1$221,235
Silvercrest Asset MGNT GroupInvestment management1$214,093
Madison Investments ServicesInvestment management1$165,104
Barrow HanleyInvestment management1$143,394
Lazard Asset ManagementInvestment management1$139,680
US BankCustodial (other than securities)1$94,374
Principal Trust CompanyTrustee (bank, trust company, or similar financial institution)1$91,688
Strategic Advisors, Inc.Investment advisory (plan)1$75,268
MPS Capital Advisors—1$65,000
Alliance Bernstein, L.P.Trustee (bank, trust company, or similar financial institution)1$63,552
MPC Capital Advisors, LLCInvestment advisory (plan)1$53,520
Crowe LLPAccounting (including auditing); Legal2$39,900
State StreetInvestment management1$39,309

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Pension Benefit Guaranty Corp.$1.5M
Ernst and Young LLP$547K
Carlson Capital - Black Diamond PTN$221K
Silvercrest Asset MGNT Group$214K
Madison Investments Services$165K
Barrow Hanley$143K
Lazard Asset Management$140K
US Bank$94K

Questions and answers

How many retirement plans does Norton Rose Fulbright US LLP have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Norton Rose Fulbright US L.L.P. 401(k) and Profit Sharing Plan, Norton Rose Fulbright US LLP Pension Plan and Chadbourne & Parke LLP Pension Plan and Trust Agreement. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Norton Rose Fulbright US LLP contribute to its plans?

$22,635,733 in employer contributions across these plans in their latest plan years, about $10,946 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Pension Benefit Guaranty Corp., Ernst and Young LLP, Carlson Capital - Black Diamond PTN and Silvercrest Asset MGNT Group and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.