401(k) · DOL Form 5500 · 2024

David Lerner Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
157
Participants Small participant base
86th
Percentile by assets National rank
$376,357
Avg per participant High balance/head
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Official DOL plan name: David Lerner Associates, Inc. 401(k) Plan · Sponsored by David Lerner Associates, Inc. · New York · Finance & Insurance

$59M in assets, 157 participants

David Lerner Associates, Inc.'s David Lerner Associates, Inc. 401(k) Plan reported $59M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,684 in Finance & Insurance (8,549 peers)

Coverage in New York

David Lerner Associates, Inc. 401(k) Plan covers 157 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $59M.

#6,684
in Finance & Insurance (8,549 peers)
+10.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

David Lerner Associates, Inc. 401(k) Plan's outsized position by total assets

David Lerner Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$59,088,022 Top 14% higher than 86% 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

David Lerner Associates, Inc. 401(k) Plan 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. David Lerner Associates, Inc. 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David Lerner Associates, Inc. 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • David Lerner Associates, Inc. 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • David Lerner Associates, Inc. 401(k) Plan reported participants fell from 168 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 112374466 · David Lerner Associates, Inc. PY 2024 · 401(k)

David Lerner Associates, Inc. 401(k) Plan · $59M · 157 · 86th

  • VS-ST $59M
  • BOY 157
  • SCH 86th
  • EBSA 401(k)
  • PART near Eagle Rock Distributing Company 401(k) Profit Sharing Plan
  • TYPE ind #6684

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 →

David Lerner Associates, Inc. 401(k) Plan in the asset neighbourhood

David Lerner Associates, Inc. 401(k) PlanDavid Lerner Associates, Inc…$59MEagle Rock Distributing Company 401(k) Profit Sharing PlanEagle Rock Distributing Comp…$59MNovocure Inc. 401(k) Retirement PlanNovocure Inc. 401(k) Retirem…$59MHussey Corporation 401(k) Profit Sharing PlanHussey Corporation 401(k) Pr…$59MThe Haverford Trust Company 401(k) PlanThe Haverford Trust Company …$59M
End-of-year total assets ($M) among David Lerner Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$6M
Employer EIN112374466
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Lerner Associates, Inc.)

Sponsor-wide plan assets over time

All David Lerner Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 32.540615671208236% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.6M $59.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 178 $45M
2023 1 168 $53M
2024 1 157 $59M

Nearby 401(k) Plans in New York

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

David Lerner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants David Lerner Associates, Inc. 401(k) Plan, Total assets ($B): 0.059088022 · Participants: 157David Lerner Associates, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
David Lerner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare David Lerner Associates, Inc. 401(k) Plan side-by-side with 3 peers →

David Lerner Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Eagle Rock Distributing Company 401(k) Profit Sharing Plan in GA ($59M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 David Lerner Associates, Inc. 401(k) Plan assets move in 2024? ▼
David Lerner Associates, Inc. 401(k) Plan grew at a solid clip - up 10.6% during 2024, from $53M to $59M. Reported net income was $6M.
How have David Lerner Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Lerner Associates, Inc.'s sponsor-wide assets grew 32.5%, from $45M to $59M.
Where does David Lerner Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
David Lerner Associates, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to David Lerner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Rock Distributing Company 401(k) Profit Sharing Plan in GA ($59M, 791 participants).
Which 401(k) plans cover a similar participant headcount to David Lerner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112374466.

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.