401(k) · DOL Form 5500 · 2023

Lowey Dannenberg P C 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
55
Participants Small participant base
57th
Percentile by assets National rank
$167,842
Avg per participant Above avg balance/head
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Official DOL plan name: Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust · Sponsored by Lowey Dannenberg P C · New York · Other Services

$9M in assets, 55 participants

Lowey Dannenberg P C's Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,904 in Other Services (7,857 peers)

Lowey Dannenberg P C multi-year trail

Lowey Dannenberg P C's plans moved +84.9% in assets from 2022 to 2024; this filing shows Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust at $9M / 55 participants.

#5,904
in Other Services (7,857 peers)
+44.6%
assets growth YoY

Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,231,303 Top 43% higher than 57% of 127,068 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 2023

Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust reported participants rose from 51 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132974171 · Lowey Dannenberg P C PY 2023 · 401(k)

Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust · $9M · 55 · 57th

  • EBSA $9M
  • EBSA 55
  • EBSA 57th
  • EBSA 401(k)
  • EBSA near Fsr Retirement Plan
  • EBSA ind #5904

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 Other Services retirement plans → · Plans in New York →

Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lowey Dannenberg P C 401(k) Profit Sharing Plan & TrustLowey Dannenberg P C 401(k) …$9MFsr Retirement Plan$9MSchuette, Inc. 401(k) Profit Sharing PlanSchuette, Inc. 401(k) Profit…$9MAmerican Producers Supply 401(k) Employee Retirement PlanAmerican Producers Supply 40…$9MRetina Institute of the Carolinas, P.a. 401(k) Profit Sharing PlanRetina Institute of the Caro…$9M
End-of-year total assets ($M) among Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lowey Dannenberg P C multi-year asset trail

Sponsor-wide plan assets over time

All Lowey Dannenberg P C plans reported in each filing year

Latest sponsor-wide plan assets
$12M 84.92945634313337% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.38M $11.8M ▲ +85.1%
Year Plans Participants Total Assets
2022 1 51 $6M
2023 1 55 $9M
2024 1 54 $12M

Lowey Dannenberg P C filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN132974171
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009231303 · Participants: 55Lowey Dannenberg P C 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fsr Retirement Plan in NJ ($9M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust surged - up 44.6% during 2023, from $6M to $9M. Reported net income was $3M.
How have Lowey Dannenberg P C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowey Dannenberg P C's sponsor-wide assets grew 84.9%, from $6M to $12M.
Which 401(k) plans are similar in size to Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fsr Retirement Plan in NJ ($9M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Lowey Dannenberg P C 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Verico Technology LLC 401(k) Plan in NH (55 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132974171.

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.