401(k) · DOL Form 5500 · 2023

David Lerner Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
168
Participants Small participant base
86th
Percentile by assets National rank
$317,992
Avg per participant High balance/head
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Official DOL plan name: David Lerner Associates, Inc. 401(k) Plan · Sponsored by David Lerner Associates, Inc. · New York · Finance & Insurance

$53M in assets, 168 participants

David Lerner Associates, Inc.'s David Lerner Associates, Inc. 401(k) Plan reported $53M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,982 in Finance & Insurance (8,869 peers)

Coverage in New York

David Lerner Associates, Inc. 401(k) Plan covers 168 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $53M.

#6,982
in Finance & Insurance (8,869 peers)
+19.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

David Lerner Associates, Inc. 401(k) Plan's outsized position by total assets

David Lerner Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$53,422,662 Top 14% higher than 86% 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

David Lerner Associates, Inc. 401(k) 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. David Lerner Associates, Inc. 401(k) Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Lerner Associates, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • David Lerner Associates, Inc. 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • David Lerner Associates, Inc. 401(k) Plan reported participants fell from 178 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112374466 · David Lerner Associates, Inc. PY 2023 · 401(k)

David Lerner Associates, Inc. 401(k) Plan · $53M · 168 · 86th

  • PCT $53M
  • PCT 168
  • PCT 86th
  • PCT 401(k)
  • PCT near Deseret-Blue Mountain 401(k) Plan
  • PCT ind #6982

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 →

David Lerner Associates, Inc. 401(k) Plan in the asset neighbourhood

Rogers Foam Corporation 401(k)/Profit Sharing PlanRogers Foam Corporation 401(…$53MGranger Construction Company 401(k) Profit Sharing Plan & TrustGranger Construction Company…$53MPathway Capital Management Salary Savings PlanPathway Capital Management S…$53MDavid Lerner Associates, Inc. 401(k) PlanDavid Lerner Associates, Inc…$53MDeseret-Blue Mountain 401(k) PlanDeseret-Blue Mountain 401(k)…$53M
End-of-year total assets ($M) among David Lerner Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN112374466
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Lerner Associates, Inc.)

Sponsor-wide plan assets over time

All David Lerner Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 32.540615671208236% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.6M $59.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 178 $45M
2023 1 168 $53M
2024 1 157 $59M

Nearby 401(k) Plans in New York

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

David Lerner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants David Lerner Associates, Inc. 401(k) Plan, Total assets ($B): 0.053422662 · Participants: 168David Lerner Associates, Inc. 401(k) 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
David Lerner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare David Lerner Associates, Inc. 401(k) Plan side-by-side with 3 peers →

David Lerner Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Deseret-Blue Mountain 401(k) Plan in UT ($53M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 David Lerner Associates, Inc. 401(k) Plan assets move in 2023? ▼
David Lerner Associates, Inc. 401(k) Plan grew sharply - up 19.8% during 2023, from $45M to $53M. Reported net income was $9M.
How have David Lerner Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Lerner Associates, Inc.'s sponsor-wide assets grew 32.5%, from $45M to $59M.
Where does David Lerner Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
David Lerner Associates, Inc. 401(k) Plan ranks in the 86th 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 David Lerner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Deseret-Blue Mountain 401(k) Plan in UT ($53M, 168 participants).
Which 401(k) plans cover a similar participant headcount to David Lerner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 112374466.

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.