401(k) · DOL Form 5500 · 2023

Porzio, Bromberg & Newman, P.C. 401(k) Plan

Data updated 2026-08-11

$124M
Total assets: 189
Participants: 93rd
Percentile by assets: $657,814
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$124M
total plan assets (2023 EOY): 189
covered participants: 93rd
percentile by assets (of 127,072 plans): $657,814
avg assets per participant

Where Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan sits 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 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.

See the national 2022→2023 release diff →

State

New Jersey

Industry

Professional & Technical Services

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan reports 189 participants - about 22% of that state average ($124M EOY assets).

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.)

Total plan assets by year, all Porzio, Bromberg & Newman, P.C. plans on file

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.

Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Compare Porzio, Bromberg & Newman, P.C. Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan by total assets, not by location.

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

Frequently Asked Questions

How did Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan assets move in 2023? ▼

Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan grew at a solid clip - up 13.8% during 2023, from $109M to $124M. Reported net income was $15M.

How have Porzio, Bromberg & Newman, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Porzio, Bromberg & Newman, P.C.'s sponsor-wide assets grew 19.4%, from $109M to $130M.

Where does Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jsj Corporation Retirement Savings and Investment Plan in MI ($124M, 1,092 participants).

Next read for Porzio, Bromberg & Newman, P.C. Employee…

Filing takeaways

Ways to act on Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan's numbers.

By total assets, Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Porzio, Bromberg & Newman, P.C.'s sponsor-wide assets have grown 19.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 222005150.