401(k) · DOL Form 5500 · 2022

Laz Karp Associates, LLC 401(k) Plan

Data updated 2026-08-11

$55M
Total assets
5,240
Participants
89th
Percentile by assets
$10,570
Avg per participant
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Official DOL plan name: Laz Karp Associates, LLC 401(k) Plan · Sponsored by Laz Karp Associates, LLC · Connecticut · Other Services

$55M in assets, 5,240 participants

Laz Karp Associates, LLC's Laz Karp Associates, LLC 401(k) Plan reported $55M in total assets and 5,240 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #8,000 in Other Services (8,398 peers)

Coverage in Connecticut

Laz Karp Associates, LLC 401(k) Plan covers 5,240 participants in Connecticut, 7.3x the typical Connecticut plan (state average ~718 per filing). Assets: $55M.

$55M
total plan assets (2022 EOY)
5,240
covered participants
89th
percentile by assets (of 139,126 plans)
$10,570
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Laz Karp Associates, LLC 401(k) Plan sits by total assets

Laz Karp Associates, LLC 401(k) Plan vs every filed plan by assets

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

$55,388,792 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Laz Karp Associates, LLC 401(k) Plan reports 5,240 participants - 7.3x that state average ($55M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$55M
Net Income-$5M
Employer EIN261164708
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Laz Karp Associates, LLC)

$40M$60M$80M$100M 202220232024 $55.4M $90.7M ▲ +63.7%
Total plan assets by year, all Laz Karp Associates, LLC plans on file
Year Plans Participants Total Assets
2022 1 5,240 $55M
2023 1 5,690 $73M
2024 1 7,823 $91M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Laz Karp Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Laz Karp Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -200204060 Total assets ($B) Participants Laz Karp Associates,…United Technologies …GE Retirement Saving…Citi Retirement Savi…The Hartford Investm…Xerox Corporation Sa…
Laz Karp Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Scale composition for Laz Karp Associates, LLC 401(k) Plan

Laz Karp Associates, LLC 401(k) Plan reports $55M in end-of-year assets across 5,240 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $10,570 per participant (8% of the national average assets-per-participant) . Net income for plan year 2022 was -$5M.

This plan identity (EIN 261164708, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $55M to $91M (+63.7%) while covered participants moved from 5,240 to 7,823 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,240 $55M This page
2023 5,690 $73M Open filing
2024 · index core 7,823 $91M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Laz Karp Associates, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Laz Karp Associates, LLC 401(k) Plan assets move in 2022?
Laz Karp Associates, LLC 401(k) Plan pulled back noticeably - down 7.6% during 2022, from $60M to $55M. Reported net income was -$5M.
How have Laz Karp Associates, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Laz Karp Associates, LLC's sponsor-wide assets grew 63.7%, from $55M to $91M.
Where does Laz Karp Associates, LLC 401(k) Plan rank by assets among Form 5500 filers?
Laz Karp Associates, LLC 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Laz Karp Associates, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Chaney Enterprises Companies 401(k) Profit Sharing Plan in MD ($55M, 551 participants).

Next read for Laz Karp Associates, LLC 401(k) Plan

Filing takeaways

Ways to act on Laz Karp Associates, LLC 401(k) Plan's numbers.

  • By total assets, Laz Karp Associates, LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
  • Laz Karp Associates, LLC's sponsor-wide assets have grown 63.7% since 2022 across 3 plan years on file. More Other Services plans