401(k) · DOL Form 5500 · 2023

Lerner Rowe & Associates PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
225
Participants Below avg headcount
47th
Percentile by assets National rank
$25,140
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust · Sponsored by Lerner Rowe & Associates PC · Nevada · Professional & Technical Services

$6M in assets, 225 participants

Lerner Rowe & Associates PC's Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,113 in Professional & Technical Services (20,321 peers)

Coverage in Nevada

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust covers 225 participants in Nevada, about 35% of the average Nevada filer (state average ~636 per filing). Assets: $6M.

#9,113
in Professional & Technical Services (20,321 peers)
+41.8%
assets growth YoY

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,656,525 47th percentile higher than 47% 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

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust 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. Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust reported net income rose from $188K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust reported participants rose from 221 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 061756323 · Lerner Rowe & Associates PC PY 2023 · 401(k)

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust · $6M · 225 · 47th

  • BOY $6M
  • BOY 225
  • BOY 47th
  • BOY 401(k)
  • BOY near Monarch Knitting Machinery Corporation 401(k) Plan
  • BOY ind #9113

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 Nevada →

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & TrustLerner Rowe & Associates PC …$6MMonarch Knitting Machinery Corporation 401(k) PlanMonarch Knitting Machinery C…$6MHi-Lo Industries, Inc. 401(k) PlanHi-Lo Industries, Inc. 401(k…$6MArrow Strategies 401(k) Plan$6MElectrotech Defined Contribution PlanElectrotech Defined Contribu…$6M
End-of-year total assets ($M) among Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nevada filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN061756323
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lerner Rowe & Associates PC)

Sponsor-wide plan assets over time

All Lerner Rowe & Associates PC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 91.55820104361564% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.99M $7.64M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 221 $4M
2023 1 225 $6M
2024 1 239 $8M

Nearby 401(k) Plans in Nevada

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

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005656525 · Participants: 225Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & TrustThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Monarch Knitting Machinery Corporation 401(k) Plan in NC ($6M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust surged - up 41.8% during 2023, from $4M to $6M. Reported net income was $2M.
How have Lerner Rowe & Associates PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lerner Rowe & Associates PC's sponsor-wide assets grew 91.6%, from $4M to $8M.
Which 401(k) plans are similar in size to Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Monarch Knitting Machinery Corporation 401(k) Plan in NC ($6M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K 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 061756323.

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.