401(k) · DOL Form 5500 · 2023

Lord, Abbett & Co. LLC 401(k) Plan

Data updated 2026-08-25

$507M
Total assets Above avg plan size
749
Participants Near avg headcount
97th
Percentile by assets National rank
$676,971
Avg per participant High balance/head
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Official DOL plan name: Lord Abbett 401(k) Retirement Plan · Sponsored by Lord, Abbett & Co. LLC · New Jersey · Finance & Insurance

$507M in assets, 749 participants

Lord, Abbett & Co. LLC's Lord Abbett 401(k) Retirement Plan reported $507M in total assets and 749 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,471 in Finance & Insurance (8,869 peers)

Where Lord Abbett 401(k) Retirement Plan sits by assets

Lord Abbett 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $507M for 749 participants (~$676,971/participant), up 25.7% in 2023.

#8,471
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY
5.1×
vs typical plan assets (national mean)

Lord Abbett 401(k) Retirement Plan's outsized position by total assets

Lord Abbett 401(k) Retirement Plan vs every filed plan by assets

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

$507,051,522 Top 3% higher than 97% 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

Lord Abbett 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lord Abbett 401(k) Retirement Plan sits mid-pack in the medium band (749 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lord Abbett 401(k) Retirement Plan reported net income rose from $28M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Lord Abbett 401(k) Retirement Plan end-of-year assets rose from $403M in the plan year 2022 filing to $507M in the plan year 2023 filing.
  • Lord Abbett 401(k) Retirement Plan reported participants rose from 735 in the plan year 2022 filing to 749 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135620131 · Lord, Abbett & Co. LLC PY 2023 · 401(k)

Lord Abbett 401(k) Retirement Plan · $507M · 749 · 97th

  • PART $507M
  • PART 749
  • PART 97th
  • PART 401(k)
  • PART near Integer 401(k) Plan
  • PART ind #8471

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Lord Abbett 401(k) Retirement Plan in the asset neighbourhood

Savings Plan for Employees of Newmarket Corporation and AffiliatesSavings Plan for Employees o…$508MLord Abbett 401(k) Retirement PlanLord Abbett 401(k) Retiremen…$507MInteger 401(k) Plan$507MDanfoss USA Savings Plan$507MBytedance 401(k) Plan$506M
End-of-year total assets ($M) among Lord Abbett 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$403M
Net Assets (End of Year)$507M
Net Income$104M
Employer EIN135620131
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lord, Abbett & Co. LLC)

Sponsor-wide plan assets over time

All Lord, Abbett & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$554M 37.36312709173624% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $403M $554M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 735 $403M
2023 1 749 $507M
2024 1 789 $554M

Nearby 401(k) Plans in New Jersey

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

Lord Abbett 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Lord Abbett 401(k) Retirement Plan, Total assets ($B): 0.507051522 · Participants: 749Lord Abbett 401(k) Retirement 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
Lord Abbett 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Lord Abbett 401(k) Retirement Plan side-by-side with 3 peers →

Lord Abbett 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Integer 401(k) Plan in TX ($507M); by covered participants it is Empyrean Benefit Solutions, Inc. 401(k) Plan in TX (749 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($507M here).

Similar participant headcount

Nearest other-state filings by covered participants (749 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 Lord Abbett 401(k) Retirement Plan assets move in 2023? ▼
Lord Abbett 401(k) Retirement Plan grew sharply - up 25.7% during 2023, from $403M to $507M. Reported net income was $104M.
How have Lord, Abbett & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lord, Abbett & Co. LLC's sponsor-wide assets grew 37.4%, from $403M to $554M.
Where does Lord Abbett 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Lord Abbett 401(k) Retirement Plan ranks in the 97th 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 Lord Abbett 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integer 401(k) Plan in TX ($507M, 4,231 participants).
Which 401(k) plans cover a similar participant headcount to Lord Abbett 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empyrean Benefit Solutions, Inc. 401(k) Plan in TX (749 participants, $53M 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 135620131.

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.