401(k) · DOL Form 5500 · 2022

Alvarez & Marsal Holdings, LLC 401(k) Plan

Data updated 2026-08-11

$842M
Total assets
3,467
Participants
99th
Percentile by assets
$242,787
Avg per participant
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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.

  • 99th percentile by assets (of 139,126 plans)
  • #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.

$842M
total plan assets (2022 EOY)
3,467
covered participants
99th
percentile by assets (of 139,126 plans)
$242,787
avg assets per participant
State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan reports 3,467 participants - 4.3x that state average ($842M EOY assets).

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)

$0.8B$0.9B$1B$1.1B$1.2B 20222023 $0.84B $1.15B ▲ +36.9%
Total plan assets by year, all Alvarez & Marsal Holdings, LLC plans on file
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

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 Hol…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan by total assets, not by location.

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).

Next read for Alvarez & Marsal Holdings, LLC 401(k) an…

Filing takeaways

Ways to act on Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan's numbers.

  • By total assets, Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Alvarez & Marsal Holdings, LLC's sponsor-wide assets have grown 36.6% since 2022 across 2 plan years on file. More Finance & Insurance plans