# Simpson Thacher & Bartlett LLP

Simpson Thacher & Bartlett LLP is a Pension Fund based in New York, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** $50M - $100M (Altss estimate)
- **Website:** http://www.simpsonthacher.com

## Regulatory record

- **Reports private funds:** No

## About

Simpson Thacher & Bartlett LLP established this retirement plan to serve its non-legal workforce — paralegals, administrative staff, and operational personnel — distinct from the partnership's own wealth accumulation structures. The plan sits inside the firm's Commingled Master Trust for Retirement Plans, a New York-domiciled vehicle that pools assets across multiple benefit programs. While founded as a straightforward corporate defined-benefit plan, its position inside a firm that ranks among the top legal advisors to private equity giants gives it a sourcing path that comparably sized public plans cannot replicate. The plan pursues a diversified strategy spanning public equities, fixed income, and a notable allocation to private investment vehicles. The geographic footprint skews heavily toward US-based assets, consistent with the sponsoring firm's New York headquarters and the domestic composition of its workforce. The plan operates with no disclosed dedicated investment staff, relying instead on the firm's administrative infrastructure and external fund managers. The plan's modest scale — estimated below $100 million — places it in a category of corporate pension funds that increasingly favor outsourced CIO arrangements and commingled fund vehicles over direct investment programs. This plan's structural differentiator is its adjacency to deal flow intelligence without being a deal participant itself. Simpson Thacher attorneys negotiate limited partnership agreements, co-investment rights, and fee structures for the largest private equity firms globally.

## Sectors

- Diversified

## Questions

### What is the plan's regulatory filing status?

As a corporate defined-benefit pension plan sponsored by a private employer, the plan files Form 5500 annually with the Department of Labor. These filings include basic financial information, participant counts, and funding status, though they do not provide manager-level investment detail. The plan falls under ERISA jurisdiction and PBGC coverage given its defined-benefit structure.

### Is this plan actively accepting new participants?

The plan's participation status depends on Simpson Thacher's current benefits architecture. Many law firms have shifted their non-legal workforce from defined-benefit to defined-contribution structures over the past two decades. Whether this plan remains open to new entrants or operates in a closed/frozen status for legacy participants only is not publicly confirmed.

## Related profiles

- [OABPrev-SC](https://altss.com/profile/oabprev-sc)
- [The Khimji Foundation](https://altss.com/profile/the-khimji-foundation)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/simpson-thacher-bartlett-non-legal-employees-retirement-plan

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology