401(k) · DOL Form 5500 · 2023

Herbert Smith Freehills Kramer (US) LLP 401(k) Plan

Data updated 2026-08-25

$172M
Total assets Near avg plan size
181
Participants Below avg headcount
94th
Percentile by assets National rank
$948,011
Avg per participant High balance/head
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Official DOL plan name: Kramer Levin Savings & Investment Plan · Sponsored by Herbert Smith Freehills Kramer (US) LLP · New York · Professional & Technical Services

$172M in assets, 181 participants

Herbert Smith Freehills Kramer (US) LLP's Kramer Levin Savings & Investment Plan reported $172M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,373 in Professional & Technical Services (20,321 peers)

Coverage in New York

Kramer Levin Savings & Investment Plan covers 181 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $172M.

#19,373
in Professional & Technical Services (20,321 peers)
+22.2%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Kramer Levin Savings & Investment Plan's outsized position by total assets

Kramer Levin Savings & Investment Plan vs every filed plan by assets

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

$171,590,013 Top 6% higher than 94% 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

Kramer Levin Savings & Investment 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. Kramer Levin Savings & Investment Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kramer Levin Savings & Investment Plan reported net income rose from $20M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Kramer Levin Savings & Investment Plan end-of-year assets rose from $140M in the plan year 2022 filing to $172M in the plan year 2023 filing.
  • Kramer Levin Savings & Investment Plan reported participants rose from 160 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131944339 · Herbert Smith Freehills Kramer (US) LLP PY 2023 · 401(k)

Kramer Levin Savings & Investment Plan · $172M · 181 · 94th

  • TYPE $172M
  • TYPE 181
  • TYPE 94th
  • TYPE 401(k)
  • TYPE near Calamos Profit Sharing 401(k) Plan
  • TYPE ind #19373

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 →

Kramer Levin Savings & Investment Plan in the asset neighbourhood

Superior Essex 401(k) Plan$172MKramer Levin Savings & Investment PlanKramer Levin Savings & Inves…$172MCalamos Profit Sharing 401(k) PlanCalamos Profit Sharing 401(k…$172MChurchill Downs Incorporated 401(k) Retirement PlanChurchill Downs Incorporated…$172MPpl Retirement Readiness Plan$172M
End-of-year total assets ($M) among Kramer Levin Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$171M
Net Income$31M
Employer EIN131944339
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herbert Smith Freehills Kramer (US) LLP)

Sponsor-wide plan assets over time

All Herbert Smith Freehills Kramer (US) LLP plans reported in each filing year

Latest sponsor-wide plan assets
$815M 30.239549401074377% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $626M $815M ▲ +30.2%
Year Plans Participants Total Assets
2022 4 957 $626M
2023 4 1,123 $750M
2024 4 987 $815M

Nearby 401(k) Plans in New York

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

Kramer Levin Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kramer Levin Savings & Investment Plan, Total assets ($B): 0.171590013 · Participants: 181Kramer Levin Savings & Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Kramer Levin Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kramer Levin Savings & Investment Plan side-by-side with 3 peers →

Kramer Levin Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Calamos Profit Sharing 401(k) Plan in IL ($172M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($172M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Kramer Levin Savings & Investment Plan assets move in 2023? ▼
Kramer Levin Savings & Investment Plan grew sharply - up 22.2% during 2023, from $140M to $172M. Reported net income was $31M.
How have Herbert Smith Freehills Kramer (US) LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbert Smith Freehills Kramer (US) LLP's sponsor-wide assets grew 30.2%, from $626M to $815M.
Where does Kramer Levin Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Kramer Levin Savings & Investment Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kramer Levin Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calamos Profit Sharing 401(k) Plan in IL ($172M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Kramer Levin Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 participants, N/A 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 131944339.

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.