New York › Administrative and support and waste management services › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Jun 2024 to 31 May 2025
DTTS Pension Plan
Sponsored by Deloitte Touche Tohmatsu Services, LLC, New York, NY
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 May 2025, DTTS Pension Plan covered 2,808 participants and held $248M in net assets. The plan is a cash balance pension plan sponsored by Deloitte Touche Tohmatsu Services, LLC of New York, New York.
Net assets came to $88,185 per participant, close to the $87,935 median for defined benefit plans with 1,000 to 4,999 participants and close to the $84,727 median for defined benefit plans in administrative and support and waste management services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Employer contributions were $19.0M for the year ($10,734 per active participant) and benefits paid were $22.8M. In a defined benefit plan the employer's contribution follows funding rules rather than a match formula, so it can swing widely from year to year.
Schedule C lists 11 service provider organisations paid $5,000 or more, with reported compensation of $656K: $234 per participant, well below the same-size median of $325. Administrative expenses charged to the plan were $769K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $22.9M in 2009 to $248M in 2024 (up 979%), and participants from 664 to 2,808 (up 323%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $88,185 | $87,935 | $84,727 | $86,221 |
| Employer contributions per active participant | $10,734 | $10,593 | $14,385 | $10,244 |
| Schedule C compensation per participant | $234 | $325 | $328 | $344 |
| Schedule C compensation, share of net assets | 0.27% | 0.41% | 0.55% | 0.42% |
| Administrative expenses per participant | $274 | $513 | $508 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 1,000 to 4,999 participants (1,540 plans), administrative and support and waste management services (58) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 2,808 | $248M | $88,185 | $19.0M | — | $656K |
| 2023 | 2,823 | $241M | $85,255 | $17.0M | — | $491K |
| 2022 | 2,564 | $226M | $87,991 | $15.0M | — | $384K |
| 2021 | 2,343 | $232M | $99,002 | $15.0M | — | $340K |
| 2020 | 2,214 | $246M | $110,952 | $15.0M | — | $244K |
| 2019 | 2,046 | $212M | $103,515 | — | — | $186K |
| 2017 | 1,498 | $144M | $96,392 | $6.6M | — | $189K |
| 2016 | 1,390 | $128M | $91,780 | $6.6M | — | $152K |
| 2015 | 1,198 | $93.9M | $78,376 | $6.6M | — | $123K |
| 2014 | 1,127 | $84.4M | $74,886 | $6.6M | — | $128K |
| 2013 | 1,069 | $74.3M | $69,526 | $6.6M | — | $74K |
| 2011 | 829 | $40.0M | $48,292 | $4.7M | — | $52K |
| 2010 | 740 | $32.1M | $43,441 | $3.0M | — | $31K |
| 2009 | 664 | $22.9M | $34,554 | $2.0M | — | $59K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$240,675,660
- Employer contributions$19,000,000
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$19,000,000
- Total income, including investment results$29,971,552
- Benefits paid$22,836,919
- Administrative expenses$768,906
- Total expenses$23,605,825
- Net income$6,365,727
- Net transfers$582,398
- Net assets, end of year$247,623,785
Participants
- Active participants1,770
- Retired or separated, receiving benefits79
- Retired or separated, entitled to future benefits954
- Total participants, end of year2,808
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Robeco Inst Asset Management | Investment management | $0 | $191,992 |
| Conduent HR Consulting LLC | Consulting (general) | $119,064 | $0 |
| Boston Partners Trust Company | Investment management | $0 | $105,005 |
| US Bank | Trustee (directed) | $91,078 | $0 |
| Goldman Sachs Asset Management LP | Investment management | $66,797 | $0 |
| Lgima | Investment management | $42,814 | $0 |
| Goldman Sachs Asset Management Intl | Investment management | $11,462 | $0 |
| Wellington Trust Company NA | Investment management fees paid indirectly by plan | $0 | $10,408 |
| Investec Asset Mgmt. North America | Investment management fees paid directly by plan | $7,620 | $0 |
| Ninety One North America, Inc. | Investment management | $6,547 | $0 |
| State Street Global Advisors TR Co. | Custodial (other than securities); Custodial (securities); Investment advisory (plan); Investment management | $2,940 | $13 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$378,671
- Investment advisory and management fees$299,157
- Trustee and custodial fees$91,078
- Total administrative expenses$768,906
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$83.3M · 33.6%
- Partnership/joint venture interests$58.0M · 23.4%
- Common/collective trusts$51.8M · 20.9%
- Cash (interest and non-interest bearing)$21.8M · 8.8%
- Receivables$17.1M · 6.9%
- U.S. Government securities$15.6M · 6.3%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmLBMC, PC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $50,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1CCash balance or similar plan3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 561110: Office Administrative Services.
Other plans of Deloitte Touche Tohmatsu Services, LLC
| Plan | Participants | Net assets |
|---|---|---|
| DTTS 401(k) Plan | 2,283 | $526M |
| DTTS Profit Sharing Plan | 172 | $193M |
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Pension Plan Private Sanitation Union Local 813 Ibt | Board of Trustees of Pension Fund Private Sanitation Union Local 813 I | 3,308 | $279M | $84,214 |
| 32BJ/BROADWAY League Pension Fund | Board of Trustees of the 32BJ/BROADWAY League Pension Fund | 2,539 | $76.2M | $30,008 |
| 32BJ Connecticut Pension Fund | BD of Trustees 32BJ Connecticut Pension Fund | 3,634 | $83.5M | $22,979 |
| Sports Arena Employees Local 137 Retirement Fund | Sports Arena Employees Local 137 Retirement Fund | 1,255 | $41.8M | $33,335 |
| 32BJ North Pension Fund | Board of Trustees 32BJ North Pension Fund | 15,517 | $589M | $37,937 |
| Teamsters Joint Council No. 16 Pension Fund | Board of Trustees of Teamsters Joint Council No. 16 Pension Fund | 969 | $43.5M | $44,929 |
Defined benefit plans in administrative and support and waste management services closest in size.
Questions and answers
How big is DTTS Pension Plan?
2,808 participants at the end of the plan year ending 31 May 2025, of whom 1,770 were active employees, with net assets of $247,623,785. Among defined benefit plans that places it in the 1,000 to 4,999 participants band, which held 1,540 plans in plan year 2024.
What does Deloitte Touche Tohmatsu Services, LLC contribute per participant?
The filing reports $19,000,000 in employer contributions for the year, which is $10,734 per active participant; the median for plans of the same type and size was $10,593 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $655,740 in compensation to service provider organisations, $234 per participant or 0.27% of net assets. The same-size median among plans reporting any Schedule C compensation was $325 per participant. Administrative expenses on Schedule H were $768,906. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Deloitte Touche Tohmatsu Services, LLC. Investment advisory or management: Robeco Inst Asset Management, Boston Partners Trust Company and Goldman Sachs Asset Management LP. Trustee or custodian: US Bank and State Street Global Advisors TR Co.. The financial statements were audited by LBMC, PC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jun 2024 to 31 May 2025, received by the Department of Labor on 16 Mar 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 13-3086681, plan 001, received 16 Mar 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.