401(k) · DOL Form 5500 · 2023
Lepercq, De Neuflize & Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $682,711
- Avg per participant High balance/head
Official DOL plan name: Lepercq, De Neuflize & Co., Inc. 401(k) Plan · Sponsored by Lepercq, De Neuflize & Co., Inc. · New York · Finance & Insurance
$5M in assets, 8 participants
Lepercq, De Neuflize & Co., Inc.'s Lepercq, De Neuflize & Co., Inc. 401(k) Plan reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #2,901 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Lepercq, De Neuflize & Co., Inc. 401(k) Plan holds $5M for 8 participants - about $682,711 per participant, in the lower half of filed plans by assets.
- #2,901
- in Finance & Insurance (8,869 peers)
- -7.5%
- assets change YoY
The plan reported a net loss of $442K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lepercq, De Neuflize & Co., Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Lepercq, De Neuflize & Co., Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,461,690 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lepercq, De Neuflize & Co., Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lepercq, De Neuflize & Co., Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lepercq, De Neuflize & Co., Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$442K in the plan year 2023 filing.
- Lepercq, De Neuflize & Co., Inc. 401(k) Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
- Lepercq, De Neuflize & Co., Inc. 401(k) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 133540080 · Lepercq, De Neuflize & Co., Inc. PY 2023 · 401(k)
Lepercq, De Neuflize & Co., Inc. 401(k) Plan · $5M · 8 · 46th
- EIN $5M
- RANK 8
- PHOTO 46th
- IND 401(k)
- EOY near Rebar Systems, LLC 401(k) Plan
- 5500 ind #2901
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 →
Lepercq, De Neuflize & Co., Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$442K |
| Employer EIN | 133540080 |
| Plan Effective Date | 1958-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lepercq, De Neuflize & Co., Inc.)
Sponsor-wide plan assets over time
All Lepercq, De Neuflize & Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 9.601820416020555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $6M |
| 2023 | 1 | 8 | $5M |
| 2024 | 1 | 7 | $6M |
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
Lepercq, De Neuflize & Co., 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 Rebar Systems, LLC 401(k) Plan in NJ ($5M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.