401(k) · DOL Form 5500 · 2023

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Plan

Data updated 2026-08-25

$297M
Total assets Near avg plan size
3,082
Participants Above avg headcount
96th
Percentile by assets National rank
$96,437
Avg per participant Below avg balance/head
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Official DOL plan name: Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan · Sponsored by Fragomen, Del Rey, Bernsen & Loewy, LLP · New Jersey · Professional & Technical Services

$297M in assets, 3,082 participants

Fragomen, Del Rey, Bernsen & Loewy, LLP's Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reported $297M in total assets and 3,082 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,744 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan covers 3,082 participants in New Jersey, 3.7x the typical New Jersey plan (state average ~844 per filing). Assets: $297M.

#19,744
in Professional & Technical Services (20,321 peers)
+25.1%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$297,219,600 Top 4% higher than 96% 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

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing 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. Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan lands in the large band (3,082 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reported net income rose from -$37M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $238M in the plan year 2022 filing to $297M in the plan year 2023 filing.
  • Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reported participants fell from 3,396 in the plan year 2022 filing to 3,082 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132726464 · Fragomen, Del Rey, Bernsen & Loewy, LLP PY 2023 · 401(k)

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan · $297M · 3,082 · 96th

  • PCT $297M
  • EIN 3,082
  • RANK 96th
  • PHOTO 401(k)
  • IND near Premcor Retirement Savings Plan
  • EOY ind #19744

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 Jersey →

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Meriter 401(k) Plan$297MBruker 401(k) Plan$297MFragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing PlanFragomen, Del Rey, Bernsen &…$297MPremcor Retirement Savings PlanPremcor Retirement Savings P…$297MTechnip Energies USA, Inc. Retirement Savings PlanTechnip Energies USA, Inc. R…$297M
End-of-year total assets ($M) among Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$238M
Net Assets (End of Year)$297M
Net Income$60M
Employer EIN132726464
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fragomen, Del Rey, Bernsen & Loewy, LLP)

Sponsor-wide plan assets over time

All Fragomen, Del Rey, Bernsen & Loewy, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$345M 45.32470754907158% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $238M $345M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 3,396 $238M
2023 1 3,082 $297M
2024 1 2,543 $345M

Nearby 401(k) Plans in New Jersey

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

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.2972196 · Participants: 3082Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Premcor Retirement Savings Plan in TX ($297M); by covered participants it is South Texas Pizza Inc 401(k) Plan in TX (3,082 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($297M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,082 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 Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan grew sharply - up 25.1% during 2023, from $238M to $297M. Reported net income was $60M.
How have Fragomen, Del Rey, Bernsen & Loewy, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fragomen, Del Rey, Bernsen & Loewy, LLP's sponsor-wide assets grew 45.3%, from $238M to $345M.
Where does Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premcor Retirement Savings Plan in TX ($297M, 693 participants).
Which 401(k) plans cover a similar participant headcount to Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is South Texas Pizza Inc 401(k) Plan in TX (3,082 participants, $124K 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 132726464.

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.