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Employer · plans filed under one EIN

Wilson Elser Moskowitz Edelman & Dicker LLP

New York, NY · 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.

$376Mnet assets across plans
3,395participant records2,582 active
$7.9Memployer contributions, latest plan years$3,042 per active record
$910KSchedule C compensation to organisations$268.10 per participant record

Wilson Elser Moskowitz Edelman & Dicker LLP, based in New York, New York, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 3,395 participant records and $376M in net assets.

The largest is Wilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings Plan, a 401(k) plan with 2,724 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 $7.9M and participant contributions $19.5M in the latest plan years; benefits paid were $28.1M. Schedule C compensation reported to service provider organisations totalled $910K.

Combined net assets moved from $106M in 2009 to $376M in 2024 (up 255%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Wilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings Plan401(k) plan20242,724$307M$112,786$1,830$462K
Wilson, Elser, Moskowitz, Edelman & Dicker LLP Partners' Defined Contribution Planprofit-sharing plan2024403$57.9M$143,676$11,794$400K
Wilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staffdefined benefit pension plan2024268$11.3M$42,235$1,819$48K
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: $106M2010: $127M2011: $131M2012: $153M2013: $180M2014: $193M2015: $188M2016: $197M2017: $230M2018: $219M2019: $266M2020: $306M2021: $338M2022: $271M2023: $323M2024: $376M$106M$376M20092012201620202024
Combined net assets
2009: 2,4702010: 2,3272011: 2,3962012: 2,3502013: 2,3632014: 2,3392015: 2,3432016: 2,3562017: 2,3802018: 2,4522019: 2,5812020: 2,6102021: 2,6892022: 2,8442023: 3,0952024: 3,3952,4703,39520092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202433,395$376M$7.9M$19.5M
202333,095$323M$6.9M$15.8M
202232,844$271M$5.9M$13.6M
202132,689$338M$5.1M$11.8M
202032,610$306M$5.5M$11.0M
201932,581$266M$5.6M$10.3M
201832,452$219M$5.2M$9.4M
201732,380$230M$5.2M$8.9M
201632,356$197M$4.9M$8.9M
201532,343$188M$5.3M$8.5M
201432,339$193M$5.6M$8.4M
201332,363$180M$5.5M$8.1M
201232,350$153M$5.4M$8.1M
201132,396$131M$5.3M$7.9M
201032,327$127M$4.8M$7.3M
200932,470$106M$4.5M$7.5M

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
Morgan StanleyOther services; Custodial (securities); Investment advisory (plan); Securities brokerage2$468,200
Principal Life Insurance CompanyContract Administrator; Participant loan processing3$318,990
Broadridge/matrix Trust CompanyTrustee (bank, trust company, or similar financial institution)1$51,515
Dolan McEniry Capital ManagementInvestment advisory (plan)1$46,201
ConnorsInvestment advisory (plan)1$25,308
Wilshire Advisors LLCInvestment advisory (plan)3$0

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

Morgan Stanley$468K
Principal Life Insurance Company$319K
Broadridge/matrix Trust Company$52K
Dolan McEniry Capital Management$46K
Connors$25K
Wilshire Advisors LLC$0

Questions and answers

How many retirement plans does Wilson Elser Moskowitz Edelman & Dicker LLP have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Wilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings Plan, Wilson, Elser, Moskowitz, Edelman & Dicker LLP Partners' Defined Contribution Plan and Wilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Wilson Elser Moskowitz Edelman & Dicker LLP contribute to its plans?

$7,853,693 in employer contributions across these plans in their latest plan years, about $3,042 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 Morgan Stanley, Principal Life Insurance Company, Broadridge/matrix Trust Company and Dolan McEniry Capital Management 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.