401(k) · DOL Form 5500 · 2023
Laz Karp Associates, LLC 401(k) Plan
Data updated 2026-08-11
- $73M
- Total assets
- 5,690
- Participants
- 89th
- Percentile by assets
- $12,756
- Avg per participant
Official DOL plan name: Laz Karp Associates, LLC 401(k) Plan · Sponsored by Laz Karp Associates, LLC · Connecticut · Other Services
$73M in assets, 5,690 participants
Laz Karp Associates, LLC's Laz Karp Associates, LLC 401(k) Plan reported $73M in total assets and 5,690 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #7,510 in Other Services (7,857 peers)
Coverage in Connecticut
Laz Karp Associates, LLC 401(k) Plan covers 5,690 participants in Connecticut, 7.9x the typical Connecticut plan (state average ~718 per filing). Assets: $73M.
- $73M
- total plan assets (2023 EOY)
- 5,690
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $12,756
- avg assets per participant
Where Laz Karp Associates, LLC 401(k) Plan sits by total assets
Laz Karp Associates, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$72,581,668 Top 11% higher than 89% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Laz Karp Associates, LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Laz Karp Associates, LLC 401(k) Plan end-of-year assets rose from $55M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Laz Karp Associates, LLC 401(k) Plan reported participants rose from 5,240 in the plan year 2022 filing to 5,690 in the plan year 2023 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Laz Karp Associates, LLC 401(k) Plan reports 5,690 participants - 7.9x that state average ($73M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $17M |
| Employer EIN | 261164708 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Laz Karp Associates, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,240 | $55M |
| 2023 | 1 | 5,690 | $73M |
| 2024 | 1 | 7,823 | $91M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Laz Karp Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Scale composition for Laz Karp Associates, LLC 401(k) Plan
Laz Karp Associates, LLC 401(k) Plan reports $73M in end-of-year assets across 5,690 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $12,756 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $17M.
This plan identity (EIN 261164708, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $55M to $91M (+63.7%) while covered participants moved from 5,240 to 7,823 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,240 | $55M | Open filing |
| 2023 | 5,690 | $73M | This page |
| 2024 · index core | 7,823 | $91M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Laz Karp Associates, LLC 401(k) Plan (401(k), $91M, 7,823 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Laz Karp Associates, LLC 401(k) Plan by total assets, not by location.
- Crowder Constructors 401(k) Savings and Profit-Sharing Plan (NC) $73M · 658
- Federal Realty Investment Trust Savings and Retirement 401(k) Plan (MD) $73M · 319
- Private Client Select Insurance Services LLC 401(k) Retirement Plan (NJ) $73M · 386
- 401(k) Retirement and Savings Plan for Southwest Water Company (CA) $73M · 487
Frequently Asked Questions
How did Laz Karp Associates, LLC 401(k) Plan assets move in 2023? ▼
How have Laz Karp Associates, LLC plan assets changed over time? ▼
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Next read for Laz Karp Associates, LLC 401(k) Plan
Filing takeaways
Ways to act on Laz Karp Associates, LLC 401(k) Plan's numbers.
- By total assets, Laz Karp Associates, LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Laz Karp Associates, LLC's sponsor-wide assets have grown 63.7% since 2022 across 3 plan years on file. More Other Services plans