401(k) · DOL Form 5500 · 2023

Alvarez & Marsal Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
4,224
Participants Above avg headcount
99th
Percentile by assets National rank
$272,241
Avg per participant High balance/head
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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.

  • #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.

#8,665
in Finance & Insurance (8,869 peers)
+36.6%
assets growth YoY
12×
vs typical plan assets (national mean)

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan's outsized position by total assets

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan vs every filed plan by assets

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

$1,149,947,669 Top 1% higher than 99% 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

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan lands in the large band (4,224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 562409465 · Alvarez & Marsal Holdings, LLC PY 2023 · 401(k)

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan · $1.1B · 4,224 · 99th

  • BOY $1.1B
  • BOY 4,224
  • BOY 99th
  • BOY 401(k)
  • BOY near Kenvue Savings Plan
  • BOY ind #8665

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 York →

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan in the asset neighbourhood

Alvarez & Marsal Holdings, LLC 401(k) and Retirement PlanAlvarez & Marsal Holdings, L…$1.1BKenvue Savings Plan$1.1BSmart, Sheet Metal Workers Local No. 104 Supplemental Pension PlanSmart, Sheet Metal Workers L…$1.1BCnmc Affiliates' 401(k) Retirement PlanCnmc Affiliates' 401(k) Reti…$1.2BCoherent Corp. 401(k) Profit Sharing PlanCoherent Corp. 401(k) Profit…$1.2B
End-of-year total assets ($B) among Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$842M
Net Assets (End of Year)$1.1B
Net Income$308M
Employer EIN562409465
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alvarez & Marsal Holdings, LLC)

Sponsor-wide plan assets over time

All Alvarez & Marsal Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 36.61525703560199% vs 2022
2023 filing year
$0.8B$0.9B$1B$1.1B$1.2B 20222023 $0.84B $1.15B ▲ +36.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan, Total assets ($B): 1.149947669 · Participants: 4224Alvarez & Marsal Holdings, LLC 401(k) and Retirement 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
Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan side-by-side with 3 peers →

Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kenvue Savings Plan in NJ ($1.1B); by covered participants it is The Jackson Companies 401(k) Profit Sharing Plan in ID (4,224 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,224 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 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).
Which 401(k) plans cover a similar participant headcount to Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Jackson Companies 401(k) Profit Sharing Plan in ID (4,224 participants, $40M 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 562409465.

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.