401(k) · DOL Form 5500 · 2023

Lerner David, LLP 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
110
Participants Small participant base
87th
Percentile by assets National rank
$518,086
Avg per participant High balance/head
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Official DOL plan name: Lerner David Retirement Plan · Sponsored by Lerner David, LLP · New Jersey · Professional & Technical Services

$57M in assets, 110 participants

Lerner David, LLP's Lerner David Retirement Plan reported $57M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,871 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Lerner David Retirement Plan covers 110 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $57M.

#17,871
in Professional & Technical Services (20,321 peers)
+2.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lerner David Retirement Plan's outsized position by total assets

Lerner David Retirement Plan vs every filed plan by assets

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

$56,989,460 Top 13% higher than 87% 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 David Retirement 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. Lerner David Retirement Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lerner David Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lerner David Retirement Plan reported participants fell from 121 in the plan year 2022 filing to 110 in the plan year 2023 filing.
  • Lerner David Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222269956 · Lerner David, LLP PY 2023 · 401(k)

Lerner David Retirement Plan · $57M · 110 · 87th

  • RANK $57M
  • RANK 110
  • RANK 87th
  • RANK 401(k)
  • RANK near The Surgical Clinic 401(k) Profit Sharing Plan
  • RANK ind #17871

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 →

Lerner David Retirement Plan in the asset neighbourhood

Smr Automotive Systems USA Inc Employees 401(k) PlanSmr Automotive Systems USA I…$57MThe Surgical Clinic 401(k) Profit Sharing PlanThe Surgical Clinic 401(k) P…$57MLerner David Retirement Plan$57MTeamwork Services 401(k) & Profit Sharing PlanTeamwork Services 401(k) & P…$57MEvraz Inc. 401(k) Plan$57M
End-of-year total assets ($M) among Lerner David Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$57M
Net Income$1M
Employer EIN222269956
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lerner David, LLP)

Sponsor-wide plan assets over time

All Lerner David, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$62M 11.618388532167545% vs 2022
2024 filing year
$54M$56M$58M$60M$62M$64M 202220232024 $55.7M $62.1M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 121 $56M
2023 1 110 $57M
2024 1 114 $62M

Nearby 401(k) Plans in New Jersey

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

Lerner David Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Lerner David Retirement Plan, Total assets ($B): 0.05698946 · Participants: 110Lerner David Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Lerner David Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Lerner David Retirement Plan side-by-side with 3 peers →

Lerner David Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Surgical Clinic 401(k) Profit Sharing Plan in TN ($57M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 David Retirement Plan assets move in 2023? ▼
Lerner David Retirement Plan edged up modestly - up 2.4% during 2023, from $56M to $57M. Reported net income was $1M.
How have Lerner David, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lerner David, LLP's sponsor-wide assets grew 11.6%, from $56M to $62M.
Where does Lerner David Retirement Plan rank by assets among Form 5500 filers? ▼
Lerner David Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lerner David Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Surgical Clinic 401(k) Profit Sharing Plan in TN ($57M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Lerner David Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 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 222269956.

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.