401(k) · DOL Form 5500 · 2023
Herbert Smith Freehills Kramer (US) LLP 401(k) Plan
Data updated 2026-08-11
- $172M
- Total assets
- 181
- Participants
- 94th
- Percentile by assets
- $948,011
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $172M
- total plan assets (2023 EOY)
- 181
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $948,011
- avg assets per participant
Where Kramer Levin Savings & Investment Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Kramer Levin Savings & Investment Plan reports 181 participants - about 23% of that state average ($172M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $31M |
| Employer EIN | 131944339 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herbert Smith Freehills Kramer (US) LLP)
| 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kramer Levin Savings & Investment Plan by total assets, not by location.
- Calamos Profit Sharing 401(k) Plan (IL) $172M · 368
- Churchill Downs Incorporated 401(k) Retirement Plan (KY) $172M · 5,332
- Ppl Retirement Readiness Plan (PA) $172M · N/A
- Superior Essex 401(k) Plan (GA) $172M · 1,357
Frequently Asked Questions
How did Kramer Levin Savings & Investment Plan assets move in 2023? ▼
How have Herbert Smith Freehills Kramer (US) LLP plan assets changed over time? ▼
Where does Kramer Levin Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kramer Levin Savings & Investment Plan? ▼
Next read for Kramer Levin Savings & Investment Plan
Filing takeaways
Ways to act on Kramer Levin Savings & Investment Plan's numbers.
- By total assets, Kramer Levin Savings & Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Herbert Smith Freehills Kramer (US) LLP's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans