Defined Benefit (Pension) · DOL Form 5500 · 2023

Lazard Freres & Co. LLC Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
162
Participants Small participant base
68th
Percentile by assets National rank
$95,759
Avg per participant Below avg balance/head
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Official DOL plan name: Lazard Freres & Co. LLC Employees' Pension Plan · Sponsored by Lazard Freres & Co. LLC · New York · Finance & Insurance

$16M in assets, 162 participants

Lazard Freres & Co. LLC's Lazard Freres & Co. LLC Employees' Pension Plan reported $16M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,714 in Finance & Insurance (8,869 peers)

Coverage in New York

Lazard Freres & Co. LLC Employees' Pension Plan covers 162 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $16M.

#4,714
in Finance & Insurance (8,869 peers)
-3.0%
assets change YoY

The plan reported a net loss of $473K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lazard Freres & Co. LLC Employees' Pension Plan's outsized position by total assets

Lazard Freres & Co. LLC Employees' Pension Plan vs every filed plan by assets

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

$15,512,992 Top 32% higher than 68% 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

Lazard Freres & Co. LLC Employees' Pension 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. Lazard Freres & Co. LLC Employees' Pension Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lazard Freres & Co. LLC Employees' Pension Plan reported net income rose from -$8M in the plan year 2022 filing to -$473K in the plan year 2023 filing.
  • Lazard Freres & Co. LLC Employees' Pension Plan reported participants fell from 179 in the plan year 2022 filing to 162 in the plan year 2023 filing.
  • Lazard Freres & Co. LLC Employees' Pension Plan end-of-year assets fell from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 135545100 · Lazard Freres & Co. LLC PY 2023 · Defined Benefit (Pension)

Lazard Freres & Co. LLC Employees' Pension Plan · $16M · 162 · 68th

  • TYPE $16M
  • NET 162
  • BOOK 68th
  • VS-ST Defined Benefit (Pension)
  • BOY near Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan
  • SCH ind #4714

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 →

Lazard Freres & Co. LLC Employees' Pension Plan in the asset neighbourhood

Rocky Mountain Gastroenterology Associates, PLLC Cash Balance PlanRocky Mountain Gastroenterol…$16MRetirement Plan of the Ufcw National Health and Welfare FundRetirement Plan of the Ufcw …$16MSensata Technologies Employees Pension PlanSensata Technologies Employe…$16MLazard Freres & Co. LLC Employees' Pension PlanLazard Freres & Co. LLC Empl…$16MGulf Coast Educators Fcu Employees' Pension PlanGulf Coast Educators Fcu Emp…$15M
End-of-year total assets ($M) among Lazard Freres & Co. LLC Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$473K
Employer EIN135545100
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lazard Freres & Co. LLC)

Sponsor-wide plan assets over time

All Lazard Freres & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$847M 38.89079423474436% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $610M $847M ▲ +38.9%
Year Plans Participants Total Assets
2022 2 1,727 $610M
2023 2 1,982 $740M
2024 2 1,892 $847M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lazard Freres & Co. LLC Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Lazard Freres & Co. LLC Employees' Pension Plan, Total assets ($B): 0.015512992 · Participants: 162Lazard Freres & Co. LLC Employees' Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Lazard Freres & Co. LLC Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lazard Freres & Co. LLC Employees' Pension Plan side-by-side with 3 peers →

Lazard Freres & Co. LLC Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan in CO ($16M); by covered participants it is Pension Plan for Kapl Employees in Participating Bargaining Units in PA (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Lazard Freres & Co. LLC Employees' Pension Plan assets move in 2023? ▼
Lazard Freres & Co. LLC Employees' Pension Plan edged down modestly - down 3.0% during 2023, from $16M to $16M. Reported net income was -$473K.
How have Lazard Freres & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lazard Freres & Co. LLC's sponsor-wide assets grew 38.9%, from $610M to $847M.
Which Defined Benefit (Pension) plans are similar in size to Lazard Freres & Co. LLC Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan in CO ($16M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lazard Freres & Co. LLC Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Kapl Employees in Participating Bargaining Units in PA (162 participants, $128M 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 135545100.

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.