401(k) · DOL Form 5500 · 2023

Lazard Freres & Co. LLC 401(k) Plan

Data updated 2026-08-25

$724M
Total assets Above avg plan size
1,820
Participants Near avg headcount
98th
Percentile by assets National rank
$398,029
Avg per participant High balance/head
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Official DOL plan name: Lazard Freres & Co. LLC Employees' Savings Plan · Sponsored by Lazard Freres & Co. LLC · New York · Finance & Insurance

$724M in assets, 1,820 participants

Lazard Freres & Co. LLC's Lazard Freres & Co. LLC Employees' Savings Plan reported $724M in total assets and 1,820 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,566 in Finance & Insurance (8,869 peers)

Coverage in New York

Lazard Freres & Co. LLC Employees' Savings Plan covers 1,820 participants in New York, 2.3x the typical New York plan (state average ~798 per filing). Assets: $724M.

#8,566
in Finance & Insurance (8,869 peers)
+22.0%
assets growth YoY
7.3×
vs typical plan assets (national mean)

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

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

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

$724,412,365 Top 2% higher than 98% 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' Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lazard Freres & Co. LLC Employees' Savings Plan lands in the large band (1,820 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lazard Freres & Co. LLC Employees' Savings Plan reported net income rose from -$97M in the plan year 2022 filing to $131M in the plan year 2023 filing.
  • Lazard Freres & Co. LLC Employees' Savings Plan end-of-year assets rose from $594M in the plan year 2022 filing to $724M in the plan year 2023 filing.
  • Lazard Freres & Co. LLC Employees' Savings Plan reported participants rose from 1,548 in the plan year 2022 filing to 1,820 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 · 401(k)

Lazard Freres & Co. LLC Employees' Savings Plan · $724M · 1,820 · 98th

  • TYPE $724M
  • NET 1,820
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near Cbera Plan a
  • SCH ind #8566

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' Savings Plan in the asset neighbourhood

Childrens Hospital Los Angeles Employees' 401(k) PlanChildrens Hospital Los Angel…$726MCbera Plan a$725MLazard Freres & Co. LLC Employees' Savings PlanLazard Freres & Co. LLC Empl…$724MMh Sub I, LLC 401(k) Plan$723MDollar General Corp 401(k) Savings and Retirement PlanDollar General Corp 401(k) S…$722M
End-of-year total assets ($M) among Lazard Freres & Co. LLC Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$594M
Net Assets (End of Year)$724M
Net Income$131M
Employer EIN135545100
Plan Effective Date1982-01-01
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 401(k) Plans in New York

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

Lazard Freres & Co. LLC Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lazard Freres & Co. LLC Employees' Savings Plan, Total assets ($B): 0.724412365 · Participants: 1820Lazard Freres & Co. LLC Employees' Savings 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
Lazard Freres & Co. LLC Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lazard Freres & Co. LLC Employees' Savings Plan side-by-side with 3 peers →

Lazard Freres & Co. LLC Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cbera Plan a in MA ($725M); by covered participants it is Deferred Profit-Sharing Plan for Hourly Employees in VA (1,820 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($724M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,820 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' Savings Plan assets move in 2023? ▼
Lazard Freres & Co. LLC Employees' Savings Plan grew sharply - up 22.0% during 2023, from $594M to $724M. Reported net income was $131M.
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.
Where does Lazard Freres & Co. LLC Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Lazard Freres & Co. LLC Employees' Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lazard Freres & Co. LLC Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cbera Plan a in MA ($725M, 3,187 participants).
Which 401(k) plans cover a similar participant headcount to Lazard Freres & Co. LLC Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Deferred Profit-Sharing Plan for Hourly Employees in VA (1,820 participants, $837M 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.