401(k) · DOL Form 5500 · 2022

Fross Zelnick Lehrman & Zissu, P.C. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
143
Participants Small participant base
86th
Percentile by assets National rank
$276,721
Avg per participant High balance/head
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Official DOL plan name: Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan · Sponsored by Fross Zelnick Lehrman & Zissu, P.C. · New York · Professional & Technical Services

$40M in assets, 143 participants

Fross Zelnick Lehrman & Zissu, P.C.'s Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan reported $40M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,729 in Professional & Technical Services (21,562 peers)

Coverage in New York

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan covers 143 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $40M.

#18,729
in Professional & Technical Services (21,562 peers)
-21.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan's outsized position by total assets

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$39,571,065 Top 14% higher than 86% 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

Fross Zelnick Lehrman & Zissu, P.C. 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. Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (143 participants).

EBSA filing schedule strip

Filing strip 133106281 · Fross Zelnick Lehrman & Zissu, P.C. PY 2022 · 401(k)

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan · $40M · 143 · 86th

  • TYPE $40M
  • NET 143
  • BOOK 86th
  • VS-ST 401(k)
  • BOY near Rogers-O'brien Construction Company, LLC 401(k) Plan
  • SCH ind #18729

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 Professional & Technical Services retirement plans → · Plans in New York →

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan in the asset neighbourhood

Hi-Temp Insulation Savings and Retirement PlanHi-Temp Insulation Savings a…$40MAdvanced Composites, Inc. 401(k) Retirement PlanAdvanced Composites, Inc. 40…$40MFross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing PlanFross Zelnick Lehrman & Ziss…$40MRogers-O'brien Construction Company, LLC 401(k) PlanRogers-O'brien Construction …$40MRenfro Retirement Savings PlanRenfro Retirement Savings Pl…$40M
End-of-year total assets ($M) among Fross Zelnick Lehrman & Zissu, P.C. 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)$51M
Net Assets (End of Year)$40M
Net Income-$11M
Employer EIN133106281
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fross Zelnick Lehrman & Zissu, P.C.)

Sponsor-wide plan assets over time

All Fross Zelnick Lehrman & Zissu, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 33.70001540266859% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.6M $52.9M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 143 $40M
2023 1 170 $49M
2024 1 175 $53M

Nearby 401(k) Plans in New York

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

Fross Zelnick Lehrman & Zissu, P.C. 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 ($B) Participants Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan, Total assets ($B): 0.039571065 · Participants: 143Fross Zelnick Lehrman & Zissu, P.C. 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
Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Fross Zelnick Lehrman & Zissu, P.C. 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 Rogers-O'brien Construction Company, LLC 401(k) Plan in TX ($40M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan assets move in 2022? ▼
Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan declined sharply - down 21.9% during 2022, from $51M to $40M. Reported net income was -$11M.
How have Fross Zelnick Lehrman & Zissu, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fross Zelnick Lehrman & Zissu, P.C.'s sponsor-wide assets grew 33.7%, from $40M to $53M.
Where does Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan ranks in the 86th 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 Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rogers-O'brien Construction Company, LLC 401(k) Plan in TX ($40M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 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 133106281.

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.