401(k) · DOL Form 5500 · 2023
Laz Karp Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 5,690
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $12,756
- Avg per participant Low balance/head
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.
- #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.
- #7,510
- in Other Services (7,857 peers)
- +31.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Laz Karp Associates, LLC 401(k) Plan's outsized position 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
Laz Karp Associates, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Laz Karp Associates, LLC 401(k) Plan lands in the large band (5,690 participants).
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.
Form 5500 schedule snapshot
Filing strip 261164708 · Laz Karp Associates, LLC PY 2023 · 401(k)
Laz Karp Associates, LLC 401(k) Plan · $73M · 5,690 · 89th
- BOY $73M
- BOY 5,690
- BOY 89th
- BOY 401(k)
- BOY near Crowder Constructors 401(k) Savings and Profit-Sharing Plan
- BOY ind #7510
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 Other Services retirement plans → · Plans in Connecticut →
Laz Karp Associates, LLC 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Laz Karp Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 63.66239039840407% vs 2022
- 2024 filing year
| 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.
- 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)
Laz Karp Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Crowder Constructors 401(k) Savings and Profit-Sharing Plan in NC ($73M); by covered participants it is Api Group, Inc. 401(k) & Profit Sharing Plan in MN (5,691 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,690 participants); asset peers above are excluded.
- Api Group, Inc. 401(k) & Profit Sharing Plan (MN) 5,691 · 1 off
- Management Registry 401(k) Plan (KY) 5,691 · 1 off
- Autodesk 401(k) Plan (CA) 5,684 · 6 off
- Hanger, Inc. 401(k) Savings Plan (TX) 5,681 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.