401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$297M
Total assets: 3,082
Participants: 96th
Percentile by assets: $96,437
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$297M
total plan assets (2023 EOY): 3,082
covered participants: 96th
percentile by assets (of 127,072 plans): $96,437
avg assets per participant

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 →

State

New Jersey

Industry

Professional & Technical Services

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reports 3,082 participants - 3.7x that state average ($297M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$238M
Net Assets (End of Year)	$297M
Net Income	$60M
Employer EIN	132726464
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Fragomen, Del Rey, Bernsen & Loewy, LLP plans on file

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

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Fragomen, Del Rey, Bernsen & Loewy, LLP … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan by total assets, not by location.

Premcor Retirement Savings Plan (TX) $297M · 693
Bruker 401(k) Plan (MA) $297M · 1,474
Technip Energies USA, Inc. Retirement Savings Plan (TX) $297M · 932
Meriter 401(k) Plan (WI) $297M · 3,146

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).

Next read for Fragomen, Del Rey, Bernsen & Loewy, LLP …

Filing takeaways

Ways to act on Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan's numbers.

By total assets, Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Fragomen, Del Rey, Bernsen & Loewy, LLP's sponsor-wide assets have grown 45.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.