401(k) · DOL Form 5500 · 2024
Lazard Freres & Co. LLC 401(k) Plan
Data updated 2026-08-06
- $832M
- Total assets
- 1,751
- Participants
- 98th
- Percentile by assets
- $475,170
- Avg per participant
Official DOL plan name: Lazard Freres & Co. LLC Employees' Savings Plan · Sponsored by Lazard Freres & Co. LLC · New York · Finance & Insurance
$832M in assets, 1,751 participants
Lazard Freres & Co. LLC's Lazard Freres & Co. LLC Employees' Savings Plan reported $832M in total assets and 1,751 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
- #7,963 in Finance & Insurance (8,240 peers)
Coverage in New York
Lazard Freres & Co. LLC Employees' Savings Plan covers 1,751 participants in New York, 2.2x the typical New York plan (state average ~795 per filing). Assets: $832M.
- $832M
- total plan assets (2024 EOY)
- 1,751
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $475,170
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lazard Freres & Co. LLC Employees' Savings Plan reported net income fell from $131M in the plan year 2023 filing to $108M in the plan year 2024 filing.
- Lazard Freres & Co. LLC Employees' Savings Plan end-of-year assets rose from $724M in the plan year 2023 filing to $832M in the plan year 2024 filing.
- Lazard Freres & Co. LLC Employees' Savings Plan reported participants fell from 1,820 in the plan year 2023 filing to 1,751 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Lazard Freres & Co. LLC Employees' Savings Plan reports 1,751 participants - 2.2x that state average ($832M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $724M |
|---|---|
| Net Assets (End of Year) | $832M |
| Net Income | $108M |
| Employer EIN | 135545100 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lazard Freres & Co. LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,727 | $610M |
| 2023 | 2 | 1,982 | $740M |
| 2024 | 2 | 1,892 | $847M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lazard Freres & Co. LLC Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lazard Freres & Co. LLC Employees' Savings Plan by total assets, not by location.
- Swinerton 401(k) & Savings Plan (CA) $832M · 2,606
- Wipro Limited 401(k) Plan (NJ) $831M · 12,243
- Gannett Fleming, Inc. Tax Deferred 401(k) Savings Plan (PA) $830M · 2,975
- Universal Orlando 401(k) Retirement Plan (FL) $834M · 21,662
Frequently Asked Questions
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Filing takeaways
Ways to act on Lazard Freres & Co. LLC Employees' Savings Plan's numbers.
- By total assets, Lazard Freres & Co. LLC Employees' Savings Plan ranks in the top 5% 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
- Lazard Freres & Co. LLC's sponsor-wide assets have grown 38.9% since 2022 across 3 plan years on file. More Finance & Insurance plans