Ibm Personal Pension Plan — Form 5500 plan (International Business Machines Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ibm Personal Pension Plan is a benefit plan reported by International Business Machines Corporation under EIN 13-0871985 and plan number 001. The latest loaded filing year is 2023. The filing reports 144,002 participants and $24,955,758,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Business Machines Corporation
- EIN
- 13-0871985
- Plan number
- 001
- Plan type
- 2
- Location
- Armonk, NY
- Latest filing year
- 2023
- Participants
- 144,002
- End-of-year plan assets
- $24,955,758,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144,002 | H, C | 20241001095717NAL0012070000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,955,758,896
- Total liabilities (EOY)
- $484,502,176
- Net assets (EOY)
- $24,471,256,720
- Net assets (BOY)
- $25,191,445,462
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,068,583,607
Expenses & distributions
- Benefits paid
- $1,711,410,098
- Administrative expenses
- $77,362,251
- Total expenses
- $1,788,772,349
- Net increase / (decrease)
- -$720,188,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $9,502,473 | not reported in the loaded dataset | 2023 |
| Towers Watson Delaware Inc. | PARTY-IN INTEREST | $5,052,555 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | PARTY-IN INTEREST | $4,952,318 | not reported in the loaded dataset | 2023 |
| Ibm | PARTY-IN INTEREST | $3,641,657 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Co. | PARTY-IN-INTEREST | $3,007,671 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Mgmt | PARTY-IN INTEREST | $2,789,786 | not reported in the loaded dataset | 2023 |
| Ifm Investors LLC | PARTY-IN INTEREST | $0 | $2,786,151 | 2023 |
| Metlife Investment Mgmt Holdings, L | PARTY-IN-INTEREST | $2,192,771 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments, LLC | PARTY-IN INTEREST | $2,106,703 | $0 | 2023 |
| Voya Investment Management Co | PARTY-IN-INTEREST | $1,978,796 | $0 | 2023 |
| P/E Global LLC | PARTY-IN-INTEREST | $1,845,588 | not reported in the loaded dataset | 2023 |
| Pimco | PARTY-IN INTEREST | $1,384,258 | $0 | 2023 |
| Jefferies LLC | PARTY-IN INTEREST | $1,350,329 | not reported in the loaded dataset | 2023 |
| Wellington Management | PARTY-IN INTEREST | $1,237,264 | $0 | 2023 |
| Western Asset Management | PARTY-IN INTEREST | $1,229,507 | $0 | 2023 |
| Cibc Asset Management | NONE | $1,202,824 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | PARTY-IN-INTEREST | $858,095 | not reported in the loaded dataset | 2023 |
| Los Angeles Capital Mgmt | PARTY-IN INTEREST | $735,690 | $16,292 | 2023 |
| Marathon Asset Management Llp | PARTY-IN INTEREST | $750,351 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | PARTY-IN INTEREST | $628,554 | $0 | 2023 |
| Pwc | PARTY-IN INTEREST | $459,020 | not reported in the loaded dataset | 2023 |
| Hudson Advisors Lp | PARTY-IN-INTEREST | $0 | $448,843 | 2023 |
| Pugh Capital | PARTY-IN INTEREST | $334,526 | not reported in the loaded dataset | 2023 |
| Factset | PARTY-IN INTEREST | $317,555 | not reported in the loaded dataset | 2023 |
| Andersen Tax LLC | PARTY-IN INTEREST | $315,850 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton | INTEREST | $274,102 | not reported in the loaded dataset | 2023 |
| Systematica | PARTY-IN INTEREST | $271,233 | not reported in the loaded dataset | 2023 |
| Earnest Partners | PARTY-IN-INTEREST | $268,380 | not reported in the loaded dataset | 2023 |
| Portfolio Advisors | PARTY-IN-INTEREST | $258,400 | $0 | 2023 |
| Bloomberg | PARTY-IN INTEREST | $257,939 | not reported in the loaded dataset | 2023 |
| Paul Hastings | PARTY-IN-INTEREST | $223,631 | not reported in the loaded dataset | 2023 |
| Covington & Burling Llp | NONE | $205,716 | not reported in the loaded dataset | 2023 |
| Msci | PARTY-IN-INTEREST | $169,174 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting Inc. | PARTY-IN-INTEREST | $137,237 | not reported in the loaded dataset | 2023 |
| Ssga | PARTY-IN INTEREST | $127,030 | $0 | 2023 |
| Tamale | PARTY-IN-INTEREST | $124,700 | not reported in the loaded dataset | 2023 |
| Jones Day Reavis & Pogue | PARTY-IN INTEREST | $102,377 | not reported in the loaded dataset | 2023 |
| Aon Consulting | PARTY-IN INTEREST | $100,232 | not reported in the loaded dataset | 2023 |
| Legal & General Inv. Mgmt. America | PARTY-IN-INTEREST | $86,562 | not reported in the loaded dataset | 2023 |
| Income Research | PARTY-IN INTEREST | $72,377 | not reported in the loaded dataset | 2023 |
| Ninety One North America Inc. | NONE | $64,419 | not reported in the loaded dataset | 2023 |
| Evestment Alliance LLC | PARTY-IN-INTERST | $64,377 | not reported in the loaded dataset | 2023 |
| First Quadrant | PARTY-IN-INTEREST | $58,767 | not reported in the loaded dataset | 2023 |
| Wellington Trust | PARTY-IN INTEREST | $52,783 | not reported in the loaded dataset | 2023 |
| Mccarthy Burgess & Wolff | PARTY-IN-INTEREST | $46,814 | not reported in the loaded dataset | 2023 |
| Ropes & Gray Llp | PARTY-IN INTEREST | $36,207 | not reported in the loaded dataset | 2023 |
| Ivins, Phillips And Barker | PARTY-IN-INTEREST | $33,534 | not reported in the loaded dataset | 2023 |
| Kirkland & Ellis | PARTY-IN INTEREST | $26,133 | not reported in the loaded dataset | 2023 |
| Goodwin Procter Llp | PARTY-IN INTEREST | $25,466 | not reported in the loaded dataset | 2023 |
| Institutional Shareholder Services | PARTY-IN-INTEREST | $24,222 | not reported in the loaded dataset | 2023 |
| Simpson Thacher & Bartlett Llp | PARTY-IN INTEREST | $21,500 | not reported in the loaded dataset | 2023 |
| Doubleline Capital | PARTY-IN INTEREST | $18,632 | not reported in the loaded dataset | 2023 |
| Aca Advisors Iii, LLC | PARTY-IN-INTEREST | $0 | $17,795 | 2023 |
| Latham & Watkins | PARTY-IN INTEREST | $17,500 | not reported in the loaded dataset | 2023 |
| Russell Investment Group | PARTY-IN INTEREST | $16,110 | not reported in the loaded dataset | 2023 |
| Debeviose & Plimpton, Llp | PARTY-IN INTEREST | $12,664 | not reported in the loaded dataset | 2023 |
| Cleary Gottlieb Steen & Hamilton Ll | PARTY-IN INTEREST | $12,012 | not reported in the loaded dataset | 2023 |
| Warburg Pincus | PARTY-IN INTEREST | $9,917 | $0 | 2023 |
| Apax Partners | PARTY-IN INTEREST | $8,976 | $0 | 2023 |
| Maples Group | PARTY-IN-INTEREST | $7,395 | not reported in the loaded dataset | 2023 |
| Iron Mountain | PARTY-IN INTEREST | $7,333 | not reported in the loaded dataset | 2023 |
| Fried Frank Shriver & Jacobson Ptn. | PARTY-IN INTEREST | $6,500 | not reported in the loaded dataset | 2023 |
| Weil, Gotshal & Manges Llp | PARTY-IN INTEREST | $5,850 | not reported in the loaded dataset | 2023 |
| Gibson Dunn & Crutcher Llp | PARTY-IN INTEREST | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Business Machines Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Armonk, NY
- Fidelity Investments — Schedule C compensation
- Towers Watson Delaware Inc. — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Ibm — Schedule C compensation
- Loomis, Sayles & Co. — Schedule C compensation
- Jp Morgan Investment Mgmt — Schedule C compensation
- Ifm Investors LLC — Schedule C compensation
- Metlife Investment Mgmt Holdings, L — Schedule C compensation
- Allspring Global Investments, LLC — Schedule C compensation
- Voya Investment Management Co — Schedule C compensation
- P/E Global LLC — Schedule C compensation
- Pimco — Schedule C compensation
- Jefferies LLC — Schedule C compensation
- Wellington Management — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Cibc Asset Management — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Los Angeles Capital Mgmt — Schedule C compensation
- Marathon Asset Management Llp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Pwc — Schedule C compensation
- Hudson Advisors Lp — Schedule C compensation
- Pugh Capital — Schedule C compensation
- Factset — Schedule C compensation
- Andersen Tax LLC — Schedule C compensation
- Garcia Hamilton — Schedule C compensation
- Systematica — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Portfolio Advisors — Schedule C compensation
- Bloomberg — Schedule C compensation
- Paul Hastings — Schedule C compensation
- Covington & Burling Llp — Schedule C compensation
- Msci — Schedule C compensation
- Mercer Investment Consulting Inc. — Schedule C compensation
- Ssga — Schedule C compensation
- Tamale — Schedule C compensation
- Jones Day Reavis & Pogue — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Legal & General Inv. Mgmt. America — Schedule C compensation
- Income Research — Schedule C compensation
- Ninety One North America Inc. — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- First Quadrant — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Mccarthy Burgess & Wolff — Schedule C compensation
- Ropes & Gray Llp — Schedule C compensation
- Ivins, Phillips And Barker — Schedule C compensation
- Kirkland & Ellis — Schedule C compensation
- Goodwin Procter Llp — Schedule C compensation
- Institutional Shareholder Services — Schedule C compensation
- Simpson Thacher & Bartlett Llp — Schedule C compensation
- Doubleline Capital — Schedule C compensation
- Aca Advisors Iii, LLC — Schedule C compensation
- Latham & Watkins — Schedule C compensation
- Russell Investment Group — Schedule C compensation
- Debeviose & Plimpton, Llp — Schedule C compensation
- Cleary Gottlieb Steen & Hamilton Ll — Schedule C compensation
- Warburg Pincus — Schedule C compensation
- Apax Partners — Schedule C compensation
- Maples Group — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Fried Frank Shriver & Jacobson Ptn. — Schedule C compensation
- Weil, Gotshal & Manges Llp — Schedule C compensation
- Gibson Dunn & Crutcher Llp — Schedule C compensation