Employer · plans filed under one EIN
Taft Stettinius & Hollister LLP
Cincinnati, OH · 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.
2 retirement plans with 100 or more participants file Form 5500 under Taft Stettinius & Hollister LLP's employer identification number (Cincinnati, Ohio). Their latest filings total 2,325 participant records and $893M in net assets.
The largest is Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan, a 401(k) plan with 1,854 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 $41.2M and participant contributions $20.1M in the latest plan years; benefits paid were $55.5M. Schedule C compensation reported to service provider organisations totalled $324K.
Combined net assets moved from $34.3M in 2009 to $893M in 2024 (up 2500%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | 401(k) plan | 2024 | 1,854 | $849M | $457,868 | $17,314 | $324K |
| Taft Stettinius & Hollister LLP Retirement Plan for Partners | cash balance pension plan | 2024 | 471 | $44.0M | $93,520 | $34,015 | $0 |
| 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
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 2,325 | $893M | $41.2M | $20.1M |
| 2023 | 2 | 1,978 | $778M | $30.0M | $16.8M |
| 2022 | 2 | 1,684 | $541M | $10.3M | $12.9M |
| 2021 | 2 | 1,283 | $581M | $9.5M | $11.4M |
| 2020 | 2 | 938 | $537M | $6.9M | $7.7M |
| 2019 | 2 | 947 | $321M | $7.2M | $7.2M |
| 2018 | 2 | 923 | $271M | $9.9M | $6.8M |
| 2017 | 2 | 1,047 | $299M | $20.7M | $6.8M |
| 2016 | 1 | 875 | $237M | $7.5M | $6.1M |
| 2015 | 1 | 879 | $215M | $5.8M | $4.0M |
| 2014 | 1 | 558 | $177M | $6.0M | $4.0M |
| 2013 | 1 | 580 | $168M | $5.9M | $4.1M |
| 2012 | 1 | 604 | $137M | $5.7M | $4.0M |
| 2011 | 1 | 508 | $114M | $5.1M | $3.3M |
| 2010 | 1 | 510 | $110M | $1.8M | $3.3M |
| 2009 | 1 | 367 | $34.3M | $0 | $2.4M |
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
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Empower Annuity Insurance Company | — | 1 | $62,760 |
| Merrill Lynch Pierce Fenner Smith | Investment advisory (participants) | 1 | $62,028 |
| Mariner LLC | Investment advisory (participants); Securities brokerage | 1 | $38,035 |
| At Investment Advisors | Investment advisory (participants); Securities brokerage | 1 | $26,875 |
| Woodley Farra Manion Portfolio | Investment advisory (participants); Securities brokerage | 1 | $20,909 |
| Morgan Stanley Smith Barney LLC | Investment advisory (participants); Securities brokerage; Other services; Investment management | 1 | $20,306 |
| Curry Webb Wealth Management | Investment advisory (participants); Securities brokerage | 1 | $17,901 |
| Corient Private Wealth LLC | Investment advisory (participants); Securities brokerage | 1 | $10,780 |
| MCF Advisors LLC | Investment advisory (participants); Securities brokerage | 1 | $9,083 |
| Northwestern Mutual | Investment advisory (participants); Securities brokerage | 1 | $8,748 |
| Mai Capital Management LLC | Investment advisory (participants); Securities brokerage | 1 | $8,438 |
| Capital MGMT Services Inc. | Investment advisory (participants); Securities brokerage | 1 | $7,673 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Taft Stettinius & Hollister LLP have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan and Taft Stettinius & Hollister LLP Retirement Plan for Partners. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Taft Stettinius & Hollister LLP contribute to its plans?
$41,233,822 in employer contributions across these plans in their latest plan years, about $21,332 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 Empower Annuity Insurance Company, Merrill Lynch Pierce Fenner Smith, Mariner LLC and At Investment Advisors 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.