401(k) · DOL Form 5500 · 2022

Lazard Freres & Co. LLC 401(k) Plan

Data updated 2026-08-25

$594M
Total assets Above avg plan size
1,548
Participants Near avg headcount
98th
Percentile by assets National rank
$383,516
Avg per participant High balance/head
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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.

  • #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.

#8,948
in Finance & Insurance (9,261 peers)
-9.9%
assets change YoY
6.0×
vs typical plan assets (national mean)

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's outsized position by total assets

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

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

$593,682,092 Top 2% higher than 98% 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' Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lazard Freres & Co. LLC Employees' Savings Plan lands in the large band (1,548 participants).

Plan-year Form 5500 strip

Filing strip 135545100 · Lazard Freres & Co. LLC PY 2022 · 401(k)

Lazard Freres & Co. LLC Employees' Savings Plan · $594M · 1,548 · 98th

  • SCH $594M
  • EBSA 1,548
  • PART 98th
  • TYPE 401(k)
  • NET near Camc Health System Basic Retirement Plan
  • BOOK ind #8948

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' Savings Plan in the asset neighbourhood

Fair Isaac 401(k) Plan$595MCamc Health System Basic Retirement PlanCamc Health System Basic Ret…$594MLazard Freres & Co. LLC Employees' Savings PlanLazard Freres & Co. LLC Empl…$594MNorthwest Carpenters Individual Account Pension PlanNorthwest Carpenters Individ…$594MArconic Corp. Hourly 401(k) PlanArconic Corp. Hourly 401(k) …$593M
End-of-year total assets ($M) among Lazard Freres & Co. LLC Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$659M
Net Assets (End of Year)$594M
Net Income-$97M
Employer EIN135545100
Plan Effective Date1982-01-01
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 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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lazard Freres & Co. LLC Employees' Savings Plan, Total assets ($B): 0.593682092 · Participants: 1548Lazard Freres & Co. LLC Employees' Savings 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
Lazard Freres & Co. LLC Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lazard Freres & Co. LLC Employees' Savings Plan side-by-side with 3 peers →

Lazard Freres & Co. LLC Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Camc Health System Basic Retirement Plan in WV ($594M); by covered participants it is Mastercraft Boat Company, Inc. 401(k) Plan in TN (1,548 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($594M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,548 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' Savings Plan assets move in 2022? ▼
Lazard Freres & Co. LLC Employees' Savings Plan pulled back noticeably - down 9.9% during 2022, from $659M to $594M. Reported net income was -$97M.
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.
Where does Lazard Freres & Co. LLC Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Lazard Freres & Co. LLC Employees' Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lazard Freres & Co. LLC Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Camc Health System Basic Retirement Plan in WV ($594M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Lazard Freres & Co. LLC Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mastercraft Boat Company, Inc. 401(k) Plan in TN (1,548 participants, $27M 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.