401(k) · DOL Form 5500 · 2023

Larry Zacks Realty, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$437,472
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: L.Zacks Realty, Inc. · Sponsored by Larry Zacks Realty, Inc. · New York · Real Estate

$1M in assets, 3 participants

Larry Zacks Realty, Inc.'s L.Zacks Realty, Inc. reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,084 in Real Estate (4,727 peers)

Larry Zacks Realty, Inc. multi-year trail

Larry Zacks Realty, Inc.'s plans moved +73.6% in assets from 2022 to 2024; this filing shows L.Zacks Realty, Inc. at $1M / 3 participants.

#2,084
in Real Estate (4,727 peers)
+39.2%
assets growth YoY

L.Zacks Realty, Inc. among the smaller filed plans by assets

L.Zacks Realty, Inc. vs every filed plan by assets

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

$1,312,416 26th percentile higher than 26% 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

L.Zacks Realty, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L.Zacks Realty, Inc. is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L.Zacks Realty, Inc. reported net income rose from $115K in the plan year 2022 filing to $370K in the plan year 2023 filing.
  • L.Zacks Realty, Inc. end-of-year assets rose from $943K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 274409435 · Larry Zacks Realty, Inc. PY 2023 · 401(k)

L.Zacks Realty, Inc. · $1M · 3 · 26th

  • PART $1M
  • TYPE 3
  • NET 26th
  • BOOK 401(k)
  • VS-ST near Inclusion Specialized Programs 401(k) Plan
  • BOY ind #2084

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 Real Estate retirement plans → · Plans in New York →

L.Zacks Realty, Inc. in the asset neighbourhood

L.Zacks Realty, Inc.$1MInclusion Specialized Programs 401(k) PlanInclusion Specialized Progra…$1MLandmark Law Group Inc 401(k) Profit Sharing Plan & TrustLandmark Law Group Inc 401(k…$1MHealthcare Management Consultants, Inc. Profit Sharing 401(k) PlanHealthcare Management Consul…$1MPulmonary Medicine Associates, PC 401(k) Profit Sharing PlanPulmonary Medicine Associate…$1M
End-of-year total assets ($M) among L.Zacks Realty, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Larry Zacks Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Larry Zacks Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 73.57759933119664% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.94M $1.64M ▲ +74.5%
Year Plans Participants Total Assets
2022 1 3 $943K
2023 1 3 $1M
2024 1 3 $2M

Larry Zacks Realty, Inc. filing trail (2023)

Total Assets (Beginning of Year)$943K
Net Assets (End of Year)$1M
Net Income$370K
Employer EIN274409435
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

L.Zacks Realty, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants L.Zacks Realty, Inc., Total assets ($B): 0.001312416 · Participants: 3L.Zacks Realty, Inc.IBM 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
L.Zacks Realty, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare L.Zacks Realty, Inc. side-by-side with 3 peers →

L.Zacks Realty, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Inclusion Specialized Programs 401(k) Plan in CA ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 L.Zacks Realty, Inc. assets move in 2023? ▼
L.Zacks Realty, Inc. surged - up 39.2% during 2023, from $943K to $1M. Reported net income was $370K.
How have Larry Zacks Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Larry Zacks Realty, Inc.'s sponsor-wide assets grew 73.6%, from $943K to $2M.
Which 401(k) plans are similar in size to L.Zacks Realty, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Inclusion Specialized Programs 401(k) Plan in CA ($1M, 153 participants).
Which 401(k) plans cover a similar participant headcount to L.Zacks Realty, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 274409435.

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.