401(k) · DOL Form 5500 · 2022

Alvarez & Marsal Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$842M
Total assets Above avg plan size
3,467
Participants Above avg headcount
99th
Percentile by assets National rank
$242,787
Avg per participant Above avg balance/head
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Official DOL plan name: Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan · Sponsored by Alvarez & Marsal Holdings, LLC · New York · Finance & Insurance

$842M in assets, 3,467 participants

Alvarez & Marsal Holdings, LLC's Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan reported $842M in total assets and 3,467 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,028 in Finance & Insurance (9,261 peers)

Coverage in New York

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan covers 3,467 participants in New York, 4.3x the typical New York plan (state average ~798 per filing). Assets: $842M.

#9,028
in Finance & Insurance (9,261 peers)
+15.1%
assets growth YoY
8.4×
vs typical plan assets (national mean)

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan's outsized position by total assets

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$841,741,760 Top 1% higher than 99% of 139,123 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 2022

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan lands in the large band (3,467 participants).

Form 5500 schedule snapshot

Filing strip 562409465 · Alvarez & Marsal Holdings, LLC PY 2022 · 401(k)

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan · $842M · 3,467 · 99th

  • PCT $842M
  • PCT 3,467
  • PCT 99th
  • PCT 401(k)
  • PCT near Recreational Equipment, Inc. Retirement and Profit Sharing Plan
  • PCT ind #9028

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 →

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan in the asset neighbourhood

The US Oncology Clinical Practice 401(k) PlanThe US Oncology Clinical Pra…$845MInfor Global Solutions 401(k) PlanInfor Global Solutions 401(k…$844MAlvarez & Marsal Holdings, LLC 401(k) and Retirement PlanAlvarez & Marsal Holdings, L…$842MRecreational Equipment, Inc. Retirement and Profit Sharing PlanRecreational Equipment, Inc.…$841MExpeditors International of Washington, Inc. 401(k) PlanExpeditors International of …$839M
End-of-year total assets ($M) among Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$731M
Net Assets (End of Year)$842M
Net Income$111M
Employer EIN562409465
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alvarez & Marsal Holdings, LLC)

Sponsor-wide plan assets over time

All Alvarez & Marsal Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 36.61525703560199% vs 2022
2023 filing year
$0.8B$0.9B$1B$1.1B$1.2B 20222023 $0.84B $1.15B ▲ +36.9%
Year Plans Participants Total Assets
2022 1 3,467 $842M
2023 1 4,224 $1.1B

Nearby 401(k) Plans in New York

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

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan, Total assets ($B): 0.84174176 · Participants: 3467Alvarez & Marsal Holdings, LLC 401(k) and Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan side-by-side with 3 peers →

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Recreational Equipment, Inc. Retirement and Profit Sharing Plan in WA ($841M); by covered participants it is Schweitzer Engineering Laboratories, Inc. 401(k) Plan in WA (3,467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,467 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan assets move in 2022? ▼
Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan grew sharply - up 15.1% during 2022, from $731M to $842M. Reported net income was $111M.
How have Alvarez & Marsal Holdings, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Alvarez & Marsal Holdings, LLC's sponsor-wide assets grew 36.6%, from $842M to $1.1B.
Where does Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan rank by assets among Form 5500 filers? ▼
Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Recreational Equipment, Inc. Retirement and Profit Sharing Plan in WA ($841M, 16,191 participants).
Which 401(k) plans cover a similar participant headcount to Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schweitzer Engineering Laboratories, Inc. 401(k) Plan in WA (3,467 participants, $320M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562409465.

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.