Defined Benefit (Pension) · DOL Form 5500 · 2022

Lazard Freres & Co. LLC Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
179
Participants Small participant base
74th
Percentile by assets National rank
$89,305
Avg per participant Below avg balance/head
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Official DOL plan name: Lazard Freres & Co. LLC Employees' Pension Plan · Sponsored by Lazard Freres & Co. LLC · New York · Finance & Insurance

$16M in assets, 179 participants

Lazard Freres & Co. LLC's Lazard Freres & Co. LLC Employees' Pension Plan reported $16M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,456 in Finance & Insurance (9,261 peers)

Coverage in New York

Lazard Freres & Co. LLC Employees' Pension Plan covers 179 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $16M.

#5,456
in Finance & Insurance (9,261 peers)
-34.0%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lazard Freres & Co. LLC Employees' Pension Plan's outsized position by total assets

Lazard Freres & Co. LLC Employees' Pension Plan vs every filed plan by assets

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

$15,985,583 Top 26% higher than 74% 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

Lazard Freres & Co. LLC Employees' Pension 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. Lazard Freres & Co. LLC Employees' Pension Plan sits mid-pack in the medium band (179 participants).

Plan-year Form 5500 strip

Filing strip 135545100 · Lazard Freres & Co. LLC PY 2022 · Defined Benefit (Pension)

Lazard Freres & Co. LLC Employees' Pension Plan · $16M · 179 · 74th

  • NET $16M
  • BOOK 179
  • VS-ST 74th
  • BOY Defined Benefit (Pension)
  • SCH near Global Payments Inc. Employees Retirement Plan
  • EBSA ind #5456

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 →

Lazard Freres & Co. LLC Employees' Pension Plan in the asset neighbourhood

Pension Plan for Employees of National Fruit Product Company, Inc.Pension Plan for Employees o…$16MGlobal Payments Inc. Employees Retirement PlanGlobal Payments Inc. Employe…$16MLazard Freres & Co. LLC Employees' Pension PlanLazard Freres & Co. LLC Empl…$16MKeystone Cement Company Retirement Plan for Hourly EmployeesKeystone Cement Company Reti…$16MMid-West Forge Corporation Bargaining Unit Pension PlanMid-West Forge Corporation B…$16M
End-of-year total assets ($M) among Lazard Freres & Co. LLC Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$16M
Net Income-$8M
Employer EIN135545100
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lazard Freres & Co. LLC)

Sponsor-wide plan assets over time

All Lazard Freres & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$847M 38.89079423474436% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $610M $847M ▲ +38.9%
Year Plans Participants Total Assets
2022 2 1,727 $610M
2023 2 1,982 $740M
2024 2 1,892 $847M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lazard Freres & Co. LLC Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Lazard Freres & Co. LLC Employees' Pension Plan, Total assets ($B): 0.015985583 · Participants: 179Lazard Freres & Co. LLC Employees' Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Lazard Freres & Co. LLC Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lazard Freres & Co. LLC Employees' Pension Plan side-by-side with 3 peers →

Lazard Freres & Co. LLC Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Global Payments Inc. Employees Retirement Plan in GA ($16M); by covered participants it is Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan in PA (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Lazard Freres & Co. LLC Employees' Pension Plan assets move in 2022? ▼
Lazard Freres & Co. LLC Employees' Pension Plan contracted severely - down 34.0% during 2022, from $24M to $16M. Reported net income was -$8M.
How have Lazard Freres & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lazard Freres & Co. LLC's sponsor-wide assets grew 38.9%, from $610M to $847M.
Which Defined Benefit (Pension) plans are similar in size to Lazard Freres & Co. LLC Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Global Payments Inc. Employees Retirement Plan in GA ($16M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lazard Freres & Co. LLC Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan in PA (179 participants, $10M 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 135545100.

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.