401(k) · DOL Form 5500 · 2022
Lazard Freres & Co. LLC 401(k) Plan
Data updated 2026-08-11
- $594M
- Total assets
- 1,548
- Participants
- 98th
- Percentile by assets
- $383,516
- Avg per participant
Official DOL plan name: Lazard Freres & Co. LLC Employees' Savings Plan · Sponsored by Lazard Freres & Co. LLC · New York · Finance & Insurance
$594M in assets, 1,548 participants
Lazard Freres & Co. LLC's Lazard Freres & Co. LLC Employees' Savings Plan reported $594M in total assets and 1,548 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,948 in Finance & Insurance (9,261 peers)
Where Lazard Freres & Co. LLC Employees' Savings Plan sits by assets
Lazard Freres & Co. LLC Employees' Savings Plan sits in the top 5% of all filed plans by assets, $594M for 1,548 participants (~$383,516/participant), down 9.9% in 2022.
- $594M
- total plan assets (2022 EOY)
- 1,548
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $383,516
- avg assets per participant
The plan reported a net loss of $97M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lazard Freres & Co. LLC Employees' Savings Plan vs the 2022 asset distribution
By assets, Lazard Freres & Co. LLC Employees' Savings Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 6.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $659M |
|---|---|
| Net Assets (End of Year) | $594M |
| Net Income | -$97M |
| Employer EIN | 135545100 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lazard Freres & Co. LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,727 | $610M |
| 2023 | 2 | 1,982 | $740M |
| 2024 | 2 | 1,892 | $847M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lazard Freres & Co. LLC Employees' Savings 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 Lazard Freres & Co. LLC Employees' Savings Plan by total assets, not by location.
- Camc Health System Basic Retirement Plan (WV) $594M · N/A
- Northwest Carpenters Individual Account Pension Plan (WA) $594M · 26,585
- Arconic Corp. Hourly 401(k) Plan (PA) $593M · 5,084
- Fair Isaac 401(k) Plan (CA) $595M · 1,310
Frequently Asked Questions
How did Lazard Freres & Co. LLC Employees' Savings Plan assets move in 2022? ▼
How have Lazard Freres & Co. LLC plan assets changed over time? ▼
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Next read for Lazard Freres & Co. LLC Employees' Savin…
Scale reading
Ways to act on Lazard Freres & Co. LLC Employees' Savings Plan's numbers.
- By total assets, Lazard Freres & Co. LLC Employees' Savings Plan ranks in the top 5% 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
- Lazard Freres & Co. LLC's sponsor-wide assets have grown 38.9% since 2022 across 3 plan years on file. More Finance & Insurance plans