401(k) · DOL Form 5500 · 2023
Porzio, Bromberg & Newman, P.C. 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 189
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $657,814
- Avg per participant High balance/head
Official DOL plan name: Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan · Sponsored by Porzio, Bromberg & Newman, P.C. · New Jersey · Professional & Technical Services
$124M in assets, 189 participants
Porzio, Bromberg & Newman, P.C.'s Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan reported $124M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,062 in Professional & Technical Services (20,321 peers)
Coverage in New Jersey
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan covers 189 participants in New Jersey, about 22% of the average New Jersey filer (state average ~844 per filing). Assets: $124M.
- #19,062
- in Professional & Technical Services (20,321 peers)
- +13.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan's outsized position by total assets
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$124,326,760 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing 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. Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (189 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan reported net income rose from -$26M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $109M in the plan year 2022 filing to $124M in the plan year 2023 filing.
- Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan reported participants fell from 215 in the plan year 2022 filing to 189 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222005150 · Porzio, Bromberg & Newman, P.C. PY 2023 · 401(k)
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan · $124M · 189 · 93rd
- PHOTO $124M
- IND 189
- EOY 93rd
- 5500 401(k)
- ASSETS near Jsj Corporation Retirement Savings and Investment Plan
- PCT ind #19062
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $15M |
| Employer EIN | 222005150 |
| Plan Effective Date | 1997-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Porzio, Bromberg & Newman, P.C.)
Sponsor-wide plan assets over time
All Porzio, Bromberg & Newman, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 19.430260705250475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $109M |
| 2023 | 1 | 189 | $124M |
| 2024 | 1 | 200 | $130M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Jsj Corporation Retirement Savings and Investment Plan in MI ($124M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Jsj Corporation Retirement Savings and Investment Plan (MI) $124M · 1,092
- Master Builders Solutions Construction Systems US, LLC Retirement Savings Plan (MN) $124M · 623
- The Individual Retirement Plan of Riverstone Resources LLC (NH) $124M · 359
- Stellar Solutions, Inc. Profit Sharing Plan (CA) $124M · 294
Similar participant headcount
Nearest other-state filings by covered participants (189 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.