Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Stroock & Stroock & Lavan LLP · New York · Professional & Technical Services
What the 2023 filing shows
Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners holds $196M for 161 participants — about $1.2M per participant, down 23.0% over the 2022 plan year.
- $196M
- total plan assets (2022 EOY)
- 161
- covered participants
- $1.2M
- avg assets per participant
- -23.0%
- assets change YoY
The plan reported a net loss of $60M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners
Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners is a 401(k) retirement plan sponsored by Stroock & Stroock & Lavan LLP, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $196M in total end-of-year assets and covers 161 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135539787, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $254M at the beginning of 2022 to $196M at year-end — a decline of 23.0%. Net assets (after liabilities) closed the year at $196M, with reported net income of $-59,940,819 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $254M |
| Total Assets (End of Year) | $196M |
| Net Assets (End of Year) | $196M |
| Net Income | $-59,940,819 |
| Plan Type | 401(k) |
| Employer EIN | 135539787 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stroock & Stroock & Lavan LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 716 | $314M |
| 2023 | 5 | 470 | $97M |
| 2024 | 1 | N/A | N/A |
Nearby 401(k) Plans in New York
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Related Data
Guides
Frequently Asked Questions
How much money is in the Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners? ▼
What type of plan is Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners? ▼
Who sponsors the Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners? ▼
How did Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners perform in 2022? ▼
Where can I find official filings for Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners? ▼
How does Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners compare to other plans? ▼
Explore PlainRetire
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 135539787.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.