401(k) · DOL Form 5500 · 2024

Lazard Freres & Co. LLC 401(k) Plan

Data updated 2026-08-25

$832M
Total assets Above avg plan size
1,751
Participants Near avg headcount
98th
Percentile by assets National rank
$475,170
Avg per participant High balance/head
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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.

  • #8,263 in Finance & Insurance (8,549 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 ~798 per filing). Assets: $832M.

#8,263
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
8.3×
vs typical plan assets (national mean)

Lazard Freres & Co. LLC Employees' Savings Plan's outsized position by total assets

Lazard Freres & Co. LLC Employees' Savings Plan vs every filed plan by assets

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

$832,021,907 Top 2% higher than 98% 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

Lazard Freres & Co. LLC Employees' Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lazard Freres & Co. LLC Employees' Savings Plan lands in the large band (1,751 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 135545100 · Lazard Freres & Co. LLC PY 2024 · 401(k)

Lazard Freres & Co. LLC Employees' Savings Plan · $832M · 1,751 · 98th

  • IND $832M
  • IND 1,751
  • IND 98th
  • IND 401(k)
  • IND near Swinerton 401(k) & Savings Plan
  • IND ind #8263

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 →

Lazard Freres & Co. LLC Employees' Savings Plan in the asset neighbourhood

Universal Orlando 401(k) Retirement PlanUniversal Orlando 401(k) Ret…$834MLazard Freres & Co. LLC Employees' Savings PlanLazard Freres & Co. LLC Empl…$832MSwinerton 401(k) & Savings PlanSwinerton 401(k) & Savings P…$832MWipro Limited 401(k) Plan$831MGannett Fleming, Inc. Tax Deferred 401(k) Savings PlanGannett Fleming, Inc. Tax De…$830M
End-of-year total assets ($M) among Lazard Freres & Co. LLC Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$724M
Net Assets (End of Year)$832M
Net Income$108M
Employer EIN135545100
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lazard Freres & Co. LLC)

Sponsor-wide plan assets over time

All Lazard Freres & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$847M 38.89079423474436% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $610M $847M ▲ +38.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lazard Freres & Co. LLC Employees' Savings Plan, Total assets ($B): 0.832021907 · Participants: 1751Lazard Freres & Co. LLC Employees' Savings 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
Lazard Freres & Co. LLC Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lazard Freres & Co. LLC Employees' Savings Plan side-by-side with 3 peers →

Lazard Freres & Co. LLC Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Swinerton 401(k) & Savings Plan in CA ($832M); by covered participants it is My 401(k) Plan in MA (1,751 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($832M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,751 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 Lazard Freres & Co. LLC Employees' Savings Plan assets move in 2024? ▼
Lazard Freres & Co. LLC Employees' Savings Plan grew at a solid clip - up 14.9% during 2024, from $724M to $832M. Reported net income was $108M.
How have Lazard Freres & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lazard Freres & Co. LLC's sponsor-wide assets grew 38.9%, from $610M to $847M.
Where does Lazard Freres & Co. LLC Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Lazard Freres & Co. LLC Employees' Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lazard Freres & Co. LLC Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swinerton 401(k) & Savings Plan in CA ($832M, 2,606 participants).
Which 401(k) plans cover a similar participant headcount to Lazard Freres & Co. LLC Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is My 401(k) Plan in MA (1,751 participants, $634M 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 135545100.

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.