401(k)
2022 plan-year 401(k) DOL Form 5500

Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust

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 Staff Employees' Savings and Investment Plan and Trust holds $23M for 76 participants — about $302,777 per participant, down 18.3% over the 2022 plan year.

$23M
total plan assets (2022 EOY)
76
covered participants
$302,777
avg assets per participant
-18.3%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$23M
Participants
76
State
Industry
Professional & Technical Services

What the Filing Says About Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust

Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust 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 $23M in total end-of-year assets and covers 76 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 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2022 to $23M at year-end — a decline of 18.3%. Net assets (after liabilities) closed the year at $23M, with reported net income of $-4,980,683 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)$28M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$-4,980,683
Plan Type401(k)
Employer EIN135539787
Plan Effective Date1992-01-01
Filing StatusFILING 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

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Frequently Asked Questions

How much money is in the Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust?
As of the 2022 Form 5500 filing, Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust holds $23M in total assets with 76 participants. It is sponsored by Stroock & Stroock & Lavan LLP.
What type of plan is Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust?
Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust is a 401(k) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 135539787.
Who sponsors the Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust?
Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust is sponsored by Stroock & Stroock & Lavan LLP, located in New York. The sponsor's EIN is 135539787 and the plan operates in the Professional & Technical Services industry.
How did Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust perform in 2022?
Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust declined by 18.3% during 2022, moving from $28M to $23M in total assets. Net income was $-4,980,683.
Where can I find official filings for Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust?
Official Form 5500 filings for Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135539787 or plan name at efast.dol.gov.
How does Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust compare to other plans?
You can compare Stroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and Trust against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.