401(k) · DOL Form 5500 · 2022
Royce & Associates Gp, LLC 401(k) Plan
Data updated 2026-08-11
- $107M
- Total assets
- 101
- Participants
- 93rd
- Percentile by assets
- $1.1M
- Avg per participant
Official DOL plan name: Royce & Associates Gp, LLC 401(k) Profit Sharing Plan · Sponsored by Royce & Associates Gp, LLC · New York · Finance & Insurance
$107M in assets, 101 participants
Royce & Associates Gp, LLC's Royce & Associates Gp, LLC 401(k) Profit Sharing Plan reported $107M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 93rd percentile by assets (of 139,126 plans)
- #8,241 in Finance & Insurance (9,261 peers)
Coverage in New York
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $107M.
- $107M
- total plan assets (2022 EOY)
- 101
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $1.1M
- avg assets per participant
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Royce & Associates Gp, LLC 401(k) Profit Sharing Plan reports 101 participants - about 13% of that state average ($107M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | -$17M |
| Employer EIN | 364833044 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Royce & Associates Gp, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $107M |
| 2023 | 1 | 98 | $124M |
| 2024 | 1 | 95 | $109M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Royce & Associates Gp, LLC 401(k) Profit Sharing Plan by total assets, not by location.
- Racetrac, Inc. 401(k) Plan (GA) $107M · 6,717
- Five Star Senior Living, Inc. Retirement Plan (MA) $107M · 9,147
- Delta Community Credit Union 401(k) Savings Plan (GA) $107M · 1,151
- Pinehurst Medical Clinic, Inc. 401(k) Profit Sharing Plan (NC) $107M · 684
Frequently Asked Questions
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Filing takeaways
Ways to act on Royce & Associates Gp, LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, Royce & Associates Gp, LLC 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Royce & Associates Gp, LLC's sponsor-wide assets have grown 1.7% since 2022 across 3 plan years on file. More Finance & Insurance plans