401(k) · DOL Form 5500 · 2024
Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $407,736
- Avg per participant High balance/head
Official DOL plan name: Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust · Sponsored by Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC · New York · Professional & Technical Services
$15M in assets, 36 participants
Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC's Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust reported $15M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #12,719 in Professional & Technical Services (20,173 peers)
Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC multi-year trail
Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC's plans moved +29.9% in assets from 2022 to 2024; this filing shows Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust at $15M / 36 participants.
- #12,719
- in Professional & Technical Services (20,173 peers)
- +14.2%
- assets growth YoY
Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,678,511 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust reported participants rose from 30 in the plan year 2023 filing to 36 in the plan year 2024 filing.
- Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 133163126 · Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC PY 2024 · 401(k)
Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust · $15M · 36 · 64th
- SCH $15M
- SCH 36
- SCH 64th
- SCH 401(k)
- SCH near Charge Epc Retirement Trust
- SCH ind #12719
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 →
Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust in the asset neighbourhood
Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC multi-year asset trail
Sponsor-wide plan assets over time
All Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 29.914227555460993% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $11M |
| 2023 | 1 | 30 | $13M |
| 2024 | 1 | 36 | $15M |
Novick, Edelstein, Lubell, Resiman, Wasserman & Leventhal, PC filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 133163126 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Novick, Edelstein, Lubell, Reisman, Wasserman & Leventhal, PC 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Charge Epc Retirement Trust in CA ($15M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Charge Epc Retirement Trust (CA) $15M · 436
- Tmmb Corporation 401(k) Profit Sharing Plan (PA) $15M · 16
- Cpacket Networks, Inc. 401(k) Plan (CA) $15M · 106
- Brydon, Swearengen & England P.C. Profit Sharing Plan (MO) $15M · 22
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.