401(k) · DOL Form 5500 · 2024

Jerome Levy Forecasting Center, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$561,900
Avg per participant High balance/head
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Official DOL plan name: Jerome Levy Forecasting Center, LLC 401(k) Plan · Sponsored by Jerome Levy Forecasting Center, LLC · New York · Professional & Technical Services

$1M in assets, 2 participants

Jerome Levy Forecasting Center, LLC's Jerome Levy Forecasting Center, LLC 401(k) Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,865 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Jerome Levy Forecasting Center, LLC 401(k) Plan holds $1M for 2 participants - about $561,900 per participant, among the smaller plans by assets on file.

#3,865
in Professional & Technical Services (20,173 peers)
-5.4%
assets change YoY

The plan reported a net loss of $64K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jerome Levy Forecasting Center, LLC 401(k) Plan among the smaller filed plans by assets

Jerome Levy Forecasting Center, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,123,800 24th percentile higher than 24% of 123,620 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 2024

Jerome Levy Forecasting Center, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jerome Levy Forecasting Center, LLC 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jerome Levy Forecasting Center, LLC 401(k) Plan reported net income fell from $126K in the plan year 2023 filing to -$64K in the plan year 2024 filing.
  • Jerome Levy Forecasting Center, LLC 401(k) Plan reported participants fell from 6 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Jerome Levy Forecasting Center, LLC 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 134183119 · Jerome Levy Forecasting Center, LLC PY 2024 · 401(k)

Jerome Levy Forecasting Center, LLC 401(k) Plan · $1M · 2 · 24th

  • EBSA $1M
  • PART 2
  • TYPE 24th
  • NET 401(k)
  • BOOK near Bridges of Iowa Retirement Plan
  • VS-ST ind #3865

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 →

Jerome Levy Forecasting Center, LLC 401(k) Plan in the asset neighbourhood

Jerome Levy Forecasting Center, LLC 401(k) PlanJerome Levy Forecasting Cent…$1MBridges of Iowa Retirement PlanBridges of Iowa Retirement P…$1MMeta Skills Inc. Retirement PlanMeta Skills Inc. Retirement …$1MTerra Management Group L L C 401(k) Profit Sharing Plan & TrustTerra Management Group L L C…$1MKilam Inc 401(k) Plan$1M
End-of-year total assets ($M) among Jerome Levy Forecasting Center, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$64K
Employer EIN134183119
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerome Levy Forecasting Center, LLC)

Sponsor-wide plan assets over time

All Jerome Levy Forecasting Center, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.805659538891442% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M$1.2M$1.25M 202220232024 $1.06M $1.12M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 6 $1M
2024 1 2 $1M

Nearby 401(k) Plans in New York

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

Jerome Levy Forecasting Center, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jerome Levy Forecasting Center, LLC 401(k) Plan, Total assets ($B): 0.0011238 · Participants: 2Jerome Levy Forecasting Center, LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Jerome Levy Forecasting Center, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jerome Levy Forecasting Center, LLC 401(k) Plan side-by-side with 3 peers →

Jerome Levy Forecasting Center, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bridges of Iowa Retirement Plan in IA ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Jerome Levy Forecasting Center, LLC 401(k) Plan assets move in 2024? ▼
Jerome Levy Forecasting Center, LLC 401(k) Plan pulled back noticeably - down 5.4% during 2024, from $1M to $1M. Reported net income was -$64K.
How have Jerome Levy Forecasting Center, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerome Levy Forecasting Center, LLC's sponsor-wide assets grew 5.8%, from $1M to $1M.
Where does Jerome Levy Forecasting Center, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Jerome Levy Forecasting Center, LLC 401(k) Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jerome Levy Forecasting Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bridges of Iowa Retirement Plan in IA ($1M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Jerome Levy Forecasting Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134183119.

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.