401(k) · DOL Form 5500 · 2023

Lawley, LLC 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
447
Participants Below avg headcount
91st
Percentile by assets National rank
$203,341
Avg per participant Above avg balance/head
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Official DOL plan name: Lawley Retirement Plan · Sponsored by Lawley, LLC · New York · Finance & Insurance

$91M in assets, 447 participants

Lawley, LLC's Lawley Retirement Plan reported $91M in total assets and 447 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,590 in Finance & Insurance (8,869 peers)

Where Lawley Retirement Plan sits by assets

Lawley Retirement Plan sits in the top 10% of all filed plans by assets, $91M for 447 participants (~$203,341/participant), up 20.9% in 2023.

#7,590
in Finance & Insurance (8,869 peers)
+20.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Lawley Retirement Plan's outsized position by total assets

Lawley Retirement Plan vs every filed plan by assets

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

$90,893,554 Top 9% higher than 91% 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

Lawley Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lawley Retirement Plan sits mid-pack in the medium band (447 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lawley Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Lawley Retirement Plan end-of-year assets rose from $75M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Lawley Retirement Plan reported participants rose from 423 in the plan year 2022 filing to 447 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222737385 · Lawley, LLC PY 2023 · 401(k)

Lawley Retirement Plan · $91M · 447 · 91st

  • EOY $91M
  • 5500 447
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Kbi Biopharma 401(k) Retirement Plan
  • RANK ind #7590

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 →

Lawley Retirement Plan in the asset neighbourhood

Gs1 US 401(k) Profit Sharing PlanGs1 US 401(k) Profit Sharing…$91MKbi Biopharma 401(k) Retirement PlanKbi Biopharma 401(k) Retirem…$91MLawley Retirement Plan$91MUnite Here Local 26 401(k) PlanUnite Here Local 26 401(k) P…$91MDermatology Associates Retirement PlanDermatology Associates Retir…$91M
End-of-year total assets ($M) among Lawley Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$91M
Net Income$16M
Employer EIN222737385
Plan Effective Date1977-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lawley, LLC)

Sponsor-wide plan assets over time

All Lawley, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$106M 41.086070625967245% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.2M $106M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 423 $75M
2023 1 447 $91M
2024 1 562 $106M

Nearby 401(k) Plans in New York

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

Lawley Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lawley Retirement Plan, Total assets ($B): 0.090893554 · Participants: 447Lawley Retirement PlanIBM 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
Lawley Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lawley Retirement Plan side-by-side with 3 peers →

Lawley Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kbi Biopharma 401(k) Retirement Plan in NC ($91M); by covered participants it is Plan 2 - West Coast Dental, Inc. 401(k) Plan in CA (447 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (447 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 Lawley Retirement Plan assets move in 2023? ▼
Lawley Retirement Plan grew sharply - up 20.9% during 2023, from $75M to $91M. Reported net income was $16M.
How have Lawley, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lawley, LLC's sponsor-wide assets grew 41.1%, from $75M to $106M.
Where does Lawley Retirement Plan rank by assets among Form 5500 filers? ▼
Lawley Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lawley Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kbi Biopharma 401(k) Retirement Plan in NC ($91M, 1,633 participants).
Which 401(k) plans cover a similar participant headcount to Lawley Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plan 2 - West Coast Dental, Inc. 401(k) Plan in CA (447 participants, $3M 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 222737385.

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.