401(k)
2023 plan-year 401(k) DOL Form 5500

Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Stroock & Stroock & Lavan LLP · New York · Professional & Technical Services

What the 2023 filing shows

Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners holds $52M for 134 participants — about $384,726 per participant, down 73.7% over the 2023 plan year.

$52M
total plan assets (2023 EOY)
134
covered participants
$384,726
avg assets per participant
-73.7%
assets change YoY

The plan reported a net loss of $145M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$52M
Participants
134
State
Industry
Professional & Technical Services

What the Filing Says About Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners

Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners is a 401(k) retirement plan sponsored by Stroock & Stroock & Lavan LLP, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $52M in total end-of-year assets and covers 134 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135539787, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $196M at the beginning of 2023 to $52M at year-end — a decline of 73.7%. Net assets (after liabilities) closed the year at $52M, with reported net income of $-145,149,629 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$196M
Total Assets (End of Year)$52M
Net Assets (End of Year)$52M
Net Income$-145,149,629
Plan Type401(k)
Employer EIN135539787
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stroock & Stroock & Lavan LLP)

Year Plans Participants Total Assets
2022 7 716 $314M
2023 5 470 $97M
2024 1 N/A N/A

Nearby 401(k) Plans in New York

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

Frequently Asked Questions

How much money is in the Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners?
As of the 2023 Form 5500 filing, Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners holds $52M in total assets with 134 participants. It is sponsored by Stroock & Stroock & Lavan LLP.
What type of plan is Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners?
Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 135539787.
Who sponsors the Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners?
Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners is sponsored by Stroock & Stroock & Lavan LLP, located in New York. The sponsor's EIN is 135539787 and the plan operates in the Professional & Technical Services industry.
How did Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners perform in 2023?
Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners declined by 73.7% during 2023, moving from $196M to $52M in total assets. Net income was $-145,149,629.
Where can I find official filings for Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners?
Official Form 5500 filings for Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135539787 or plan name at efast.dol.gov.
How does Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners compare to other plans?
You can compare Stroock & Stroock & Lavan LLP Retirement Plan and Trust for Partners against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 135539787.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.