401(k) · DOL Form 5500 · 2023

Fross Zelnick Lehrman & Zissu, P.C. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
170
Participants Small participant base
85th
Percentile by assets National rank
$289,390
Avg per participant High balance/head
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Official DOL plan name: Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan · Sponsored by Fross Zelnick Lehrman & Zissu, P.C. · New York · Professional & Technical Services

$49M in assets, 170 participants

Fross Zelnick Lehrman & Zissu, P.C.'s Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan reported $49M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,564 in Professional & Technical Services (20,321 peers)

Coverage in New York

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $49M.

#17,564
in Professional & Technical Services (20,321 peers)
+24.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan's outsized position by total assets

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$49,196,218 Top 15% higher than 85% 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

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing 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. Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan reported participants rose from 143 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133106281 · Fross Zelnick Lehrman & Zissu, P.C. PY 2023 · 401(k)

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan · $49M · 170 · 85th

  • BOOK $49M
  • BOOK 170
  • BOOK 85th
  • BOOK 401(k)
  • BOOK near Wells Vehicle Electronics 401(k) Savings Plan
  • BOOK ind #17564

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 York →

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan in the asset neighbourhood

Tuv Rheinland 401(k) Profit Sharing PlanTuv Rheinland 401(k) Profit …$49MFross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing PlanFross Zelnick Lehrman & Ziss…$49MWells Vehicle Electronics 401(k) Savings PlanWells Vehicle Electronics 40…$49MGsc Enterprises, Inc 401(k) PlanGsc Enterprises, Inc 401(k) …$49MLewis Drugs, Inc. 401(k) Plan$49M
End-of-year total assets ($M) among Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$49M
Net Income$10M
Employer EIN133106281
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fross Zelnick Lehrman & Zissu, P.C.)

Sponsor-wide plan assets over time

All Fross Zelnick Lehrman & Zissu, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 33.70001540266859% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.6M $52.9M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 143 $40M
2023 1 170 $49M
2024 1 175 $53M

Nearby 401(k) Plans in New York

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

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan, Total assets ($B): 0.049196218 · Participants: 170Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing 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
Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wells Vehicle Electronics 401(k) Savings Plan in WI ($49M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan assets move in 2023? ▼
Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan grew sharply - up 24.3% during 2023, from $40M to $49M. Reported net income was $10M.
How have Fross Zelnick Lehrman & Zissu, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fross Zelnick Lehrman & Zissu, P.C.'s sponsor-wide assets grew 33.7%, from $40M to $53M.
Where does Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan ranks in the 85th 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 Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wells Vehicle Electronics 401(k) Savings Plan in WI ($49M, 481 participants).
Which 401(k) plans cover a similar participant headcount to Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 133106281.

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.