401(k) · DOL Form 5500 · 2022

Royce & Associates Gp, LLC 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
101
Participants Small participant base
93rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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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.

  • #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.

#8,241
in Finance & Insurance (9,261 peers)
-13.5%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$107,408,425 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Royce & Associates Gp, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).

DOL schedule card

Filing strip 364833044 · Royce & Associates Gp, LLC PY 2022 · 401(k)

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan · $107M · 101 · 93rd

  • TYPE $107M
  • NET 101
  • BOOK 93rd
  • VS-ST 401(k)
  • BOY near Racetrac, Inc. 401(k) Plan
  • SCH ind #8241

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Delta Community Credit Union 401(k) Savings PlanDelta Community Credit Union…$107MPinehurst Medical Clinic, Inc. 401(k) Profit Sharing PlanPinehurst Medical Clinic, In…$107MRoyce & Associates Gp, LLC 401(k) Profit Sharing PlanRoyce & Associates Gp, LLC 4…$107MRacetrac, Inc. 401(k) Plan$107MFive Star Senior Living, Inc. Retirement PlanFive Star Senior Living, Inc…$107M
End-of-year total assets ($M) among Royce & Associates Gp, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$107M
Net Income-$17M
Employer EIN364833044
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royce & Associates Gp, LLC)

Sponsor-wide plan assets over time

All Royce & Associates Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$109M 1.6587637329194616% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $107M $109M ▲ +1.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Royce & Associates Gp, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.107408425 · Participants: 101Royce & Associates Gp, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Royce & Associates Gp, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Racetrac, Inc. 401(k) Plan in GA ($107M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Royce & Associates Gp, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 13.5% during 2022, from $124M to $107M. Reported net income was -$17M.
How have Royce & Associates Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royce & Associates Gp, LLC's sponsor-wide assets grew 1.7%, from $107M to $109M.
Where does Royce & Associates Gp, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Royce & Associates Gp, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Racetrac, Inc. 401(k) Plan in GA ($107M, 6,717 participants).
Which 401(k) plans cover a similar participant headcount to Royce & Associates Gp, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364833044.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.