401(k) · DOL Form 5500 · 2022

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Plan

Data updated 2026-08-11

$238M
Total assets
3,396
Participants
96th
Percentile by assets
$69,979
Avg per participant
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Official DOL plan name: Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan · Sponsored by Fragomen, Del Rey, Bernsen & Loewy, LLP · New Jersey · Professional & Technical Services

$238M in assets, 3,396 participants

Fragomen, Del Rey, Bernsen & Loewy, LLP's Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reported $238M in total assets and 3,396 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #20,961 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan covers 3,396 participants in New Jersey, 4.0x the typical New Jersey plan (state average ~844 per filing). Assets: $238M.

$238M
total plan assets (2022 EOY)
3,396
covered participants
96th
percentile by assets (of 139,126 plans)
$69,979
avg assets per participant

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reports 3,396 participants - 4.0x that state average ($238M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$275M
Net Assets (End of Year)$238M
Net Income-$37M
Employer EIN132726464
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fragomen, Del Rey, Bernsen & Loewy, LLP)

$200M$250M$300M$350M$400M 202220232024 $238M $345M ▲ +45.3%
Total plan assets by year, all Fragomen, Del Rey, Bernsen & Loewy, LLP plans on file
Year Plans Participants Total Assets
2022 1 3,396 $238M
2023 1 3,082 $297M
2024 1 2,543 $345M

Nearby 401(k) Plans in New Jersey

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

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Fragomen, Del Rey, B…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Pfizer Savings PlanErnst & Young Retire…
Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan assets move in 2022?
Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan pulled back noticeably - down 13.5% during 2022, from $275M to $238M. Reported net income was -$37M.
How have Fragomen, Del Rey, Bernsen & Loewy, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Fragomen, Del Rey, Bernsen & Loewy, LLP's sponsor-wide assets grew 45.3%, from $238M to $345M.
Where does Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan ranks in the 96th 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 Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Kemira Group 401(k) Plan in GA ($238M, 1,035 participants).

Next read for Fragomen, Del Rey, Bernsen & Loewy, LLP …

Filing takeaways

Ways to act on Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan's numbers.