401(k) · DOL Form 5500 · 2024

Lerner Rowe & Associates PC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
239
Participants Below avg headcount
50th
Percentile by assets National rank
$31,983
Avg per participant Low balance/head
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Official DOL plan name: Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust · Sponsored by Lerner Rowe & Associates PC · Nevada · Professional & Technical Services

$8M in assets, 239 participants

Lerner Rowe & Associates PC's Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 239 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,735 in Professional & Technical Services (20,173 peers)

Coverage in Nevada

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust covers 239 participants in Nevada, about 38% of the average Nevada filer (state average ~636 per filing). Assets: $8M.

#9,735
in Professional & Technical Services (20,173 peers)
+35.1%
assets growth YoY

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,643,858 Top 50% higher than 50% 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

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust reported participants rose from 225 in the plan year 2023 filing to 239 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 061756323 · Lerner Rowe & Associates PC PY 2024 · 401(k)

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust · $8M · 239 · 50th

  • PART $8M
  • TYPE 239
  • NET 50th
  • BOOK 401(k)
  • VS-ST near Gross Residential 401(k) Plan
  • BOY ind #9735

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 Nevada →

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & TrustLerner Rowe & Associates PC …$8MGross Residential 401(k) Plan$8MRemo Inc 401(k) Profit Sharing Plan & TrustRemo Inc 401(k) Profit Shari…$8MCarland Group 401(k) Plan$8MTele-Consultants, Inc. 401(k) and Profit Sharing PlanTele-Consultants, Inc. 401(k…$8M
End-of-year total assets ($M) among Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nevada filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN061756323
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lerner Rowe & Associates PC)

Sponsor-wide plan assets over time

All Lerner Rowe & Associates PC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 91.55820104361564% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.99M $7.64M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 221 $4M
2023 1 225 $6M
2024 1 239 $8M

Nearby 401(k) Plans in Nevada

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

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.522.5 Total assets ($B) Participants Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.007643858 · Participants: 239Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & TrustThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.241956368 · Participants: 37719The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.939824866 · Participants: 46859Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.341794728 · Participants: 7327Barrick Retirement PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 1.127663414 · Participants: 21516Eighth District Electrical Pension Fund Annuity PlanNv Energy 401(k) Plan, Total assets ($B): 1.125514142 · Participants: 2669Nv Energy 401(k) Plan
Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants

Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Gross Residential 401(k) Plan in OH ($8M); by covered participants it is Timber Automation, LLC 401(k) Plan in AR (239 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust assets move in 2024?
Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust surged - up 35.1% during 2024, from $6M to $8M. Reported net income was $2M.
How have Lerner Rowe & Associates PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lerner Rowe & Associates PC's sponsor-wide assets grew 91.6%, from $4M to $8M.
Which 401(k) plans are similar in size to Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Gross Residential 401(k) Plan in OH ($8M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Timber Automation, LLC 401(k) Plan in AR (239 participants, N/A in assets).