401(k) · DOL Form 5500 · 2023

Alvarez & Marsal Holdings, LLC 401(k) Plan

Data updated 2026-08-11

$1.1B
Total assets: 4,224
Participants: 99th
Percentile by assets: $272,241
Avg per participant

Official DOL plan name: Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan · Sponsored by Alvarez & Marsal Holdings, LLC · New York · Finance & Insurance

$1.1B in assets, 4,224 participants

Alvarez & Marsal Holdings, LLC's Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan reported $1.1B in total assets and 4,224 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 127,072 plans)
#8,665 in Finance & Insurance (8,869 peers)

Coverage in New York

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan covers 4,224 participants in New York, 5.3x the typical New York plan (state average ~798 per filing). Assets: $1.1B.

$1.1B
total plan assets (2023 EOY): 4,224
covered participants: 99th
percentile by assets (of 127,072 plans): $272,241
avg assets per participant

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan reported net income rose from $111M in the plan year 2022 filing to $308M in the plan year 2023 filing.
Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan end-of-year assets rose from $842M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan reported participants rose from 3,467 in the plan year 2022 filing to 4,224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan reports 4,224 participants - 5.3x that state average ($1.1B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$842M
Net Assets (End of Year)	$1.1B
Net Income	$308M
Employer EIN	562409465
Plan Effective Date	1984-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Alvarez & Marsal Holdings, LLC)

Total plan assets by year, all Alvarez & Marsal Holdings, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	3,467	$842M
2023	1	4,224	$1.1B

Nearby 401(k) Plans in New York

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

Alvarez & Marsal Holdings, LLC 401(k) and Retirement 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

Compare Alvarez & Marsal Holdings, LLC 401(k) an… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan by total assets, not by location.

Kenvue Savings Plan (NJ) $1.1B · 4,039
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan (CA) $1.1B · 5,021
Cnmc Affiliates' 401(k) Retirement Plan (DC) $1.2B · 8,417
Coherent Corp. 401(k) Profit Sharing Plan (PA) $1.2B · 3,749

Frequently Asked Questions

How did Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan assets move in 2023? ▼

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan surged - up 36.6% during 2023, from $842M to $1.1B. Reported net income was $308M.

How have Alvarez & Marsal Holdings, LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Alvarez & Marsal Holdings, LLC's sponsor-wide assets grew 36.6%, from $842M to $1.1B.

Where does Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan rank by assets among Form 5500 filers? ▼

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kenvue Savings Plan in NJ ($1.1B, 4,039 participants).

Next read for Alvarez & Marsal Holdings, LLC 401(k) an…

Filing takeaways

Ways to act on Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan's numbers.

By total assets, Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Alvarez & Marsal Holdings, LLC's sponsor-wide assets have grown 36.6% since 2022 across 2 plan years on file. More Finance & Insurance plans

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 562409465.