401(k) · DOL Form 5500 · 2022

David Lerner Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
178
Participants Small participant base
87th
Percentile by assets National rank
$250,455
Avg per participant Above avg balance/head
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Official DOL plan name: David Lerner Associates, Inc. 401(k) Plan · Sponsored by David Lerner Associates, Inc. · New York · Finance & Insurance

$45M in assets, 178 participants

David Lerner Associates, Inc.'s David Lerner Associates, Inc. 401(k) Plan reported $45M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,330 in Finance & Insurance (9,261 peers)

Coverage in New York

David Lerner Associates, Inc. 401(k) Plan covers 178 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $45M.

#7,330
in Finance & Insurance (9,261 peers)
-16.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David Lerner Associates, Inc. 401(k) Plan's outsized position by total assets

David Lerner Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$44,581,068 Top 13% higher than 87% 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

David Lerner Associates, Inc. 401(k) 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. David Lerner Associates, Inc. 401(k) Plan sits mid-pack in the medium band (178 participants).

EBSA filing schedule strip

Filing strip 112374466 · David Lerner Associates, Inc. PY 2022 · 401(k)

David Lerner Associates, Inc. 401(k) Plan · $45M · 178 · 87th

  • 5500 $45M
  • ASSETS 178
  • PCT 87th
  • EIN 401(k)
  • RANK near Bernards Bros. Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #7330

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 →

David Lerner Associates, Inc. 401(k) Plan in the asset neighbourhood

Clay Lacy Aviation Matching 401(k) PlanClay Lacy Aviation Matching …$45MDavid Lerner Associates, Inc. 401(k) PlanDavid Lerner Associates, Inc…$45MBernards Bros. Inc. 401(k) Profit Sharing PlanBernards Bros. Inc. 401(k) P…$45MGreenwaste Recovery, Inc. Retirement PlanGreenwaste Recovery, Inc. Re…$45MRaymond Martin Profit Sharing 401(k) PlanRaymond Martin Profit Sharin…$45M
End-of-year total assets ($M) among David Lerner Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$45M
Net Income-$9M
Employer EIN112374466
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Lerner Associates, Inc.)

Sponsor-wide plan assets over time

All David Lerner Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 32.540615671208236% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.6M $59.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 178 $45M
2023 1 168 $53M
2024 1 157 $59M

Nearby 401(k) Plans in New York

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

David Lerner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants David Lerner Associates, Inc. 401(k) Plan, Total assets ($B): 0.044581068 · Participants: 178David Lerner Associates, Inc. 401(k) 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
David Lerner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare David Lerner Associates, Inc. 401(k) Plan side-by-side with 3 peers →

David Lerner Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bernards Bros. Inc. 401(k) Profit Sharing Plan in CA ($45M); by covered participants it is Frontier Inc. Retirement Plan in WI (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 David Lerner Associates, Inc. 401(k) Plan assets move in 2022? ▼
David Lerner Associates, Inc. 401(k) Plan declined sharply - down 16.9% during 2022, from $54M to $45M. Reported net income was -$9M.
How have David Lerner Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Lerner Associates, Inc.'s sponsor-wide assets grew 32.5%, from $45M to $59M.
Where does David Lerner Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
David Lerner Associates, Inc. 401(k) Plan ranks in the 87th 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 David Lerner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bernards Bros. Inc. 401(k) Profit Sharing Plan in CA ($45M, 317 participants).
Which 401(k) plans cover a similar participant headcount to David Lerner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Inc. Retirement Plan in WI (178 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 112374466.

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.