401(k) · DOL Form 5500 · 2023

Royce & Associates Gp, LLC 401(k) Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
98
Participants Small participant base
93rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Royce & Associates Gp, LLC 401(k) Profit Sharing Plan · Sponsored by Royce & Associates Gp, LLC · New York · Finance & Insurance

$124M in assets, 98 participants

Royce & Associates Gp, LLC's Royce & Associates Gp, LLC 401(k) Profit Sharing Plan reported $124M in total assets and 98 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.

  • #7,848 in Finance & Insurance (8,869 peers)

Where Royce & Associates Gp, LLC 401(k) Profit Sharing Plan sits by assets

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $124M for 98 participants (~$1.3M/participant), up 15.2% in 2023.

#7,848
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$123,708,712 Top 7% higher than 93% 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

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Royce & Associates Gp, LLC 401(k) Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royce & Associates Gp, LLC 401(k) Profit Sharing Plan reported net income rose from -$17M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Royce & Associates Gp, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $107M in the plan year 2022 filing to $124M in the plan year 2023 filing.
  • Royce & Associates Gp, LLC 401(k) Profit Sharing Plan reported participants fell from 101 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364833044 · Royce & Associates Gp, LLC PY 2023 · 401(k)

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan · $124M · 98 · 93rd

  • PART $124M
  • PART 98
  • PART 93rd
  • PART 401(k)
  • PART near Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan
  • PART ind #7848

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 →

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Viant Medical, LLC 401(k) PlanViant Medical, LLC 401(k) Pl…$124MRoyce & Associates Gp, LLC 401(k) Profit Sharing PlanRoyce & Associates Gp, LLC 4…$124MApi Group, Inc. Safe Harbor 401(k) & Profit Sharing PlanApi Group, Inc. Safe Harbor …$124MEdco Deferred Compensation PlanEdco Deferred Compensation P…$124MNfi Group 401(k) Plan$124M
End-of-year total assets ($M) among Royce & Associates Gp, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$124M
Net Income$16M
Employer EIN364833044
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royce & Associates Gp, LLC)

Sponsor-wide plan assets over time

All Royce & Associates Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$109M 1.6587637329194616% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $107M $109M ▲ +1.7%
Year Plans Participants Total Assets
2022 1 101 $107M
2023 1 98 $124M
2024 1 95 $109M

Nearby 401(k) Plans in New York

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

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Royce & Associates Gp, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.123708712 · Participants: 98Royce & Associates Gp, LLC 401(k) Profit Sharing PlanIBM 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
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Royce & Associates Gp, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan in MN ($124M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Royce & Associates Gp, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan grew sharply - up 15.2% during 2023, from $107M to $124M. Reported net income was $16M.
How have Royce & Associates Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royce & Associates Gp, LLC's sponsor-wide assets grew 1.7%, from $107M to $109M.
Where does Royce & Associates Gp, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Royce & Associates Gp, LLC 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 Royce & Associates Gp, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan in MN ($124M, 2,581 participants).
Which 401(k) plans cover a similar participant headcount to Royce & Associates Gp, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 364833044.

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.