401(k) · DOL Form 5500 · 2024

Lazare Potter Giacovas & Moyle LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
18
Participants Small participant base
58th
Percentile by assets National rank
$615,445
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Lazare Potter Giacovas & Moyle LLP · New York · Professional & Technical Services

$11M in assets, 18 participants

Lazare Potter Giacovas & Moyle LLP's Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,358 in Professional & Technical Services (20,173 peers)

Lazare Potter Giacovas & Moyle LLP multi-year trail

Lazare Potter Giacovas & Moyle LLP's plans moved +49.1% in assets from 2022 to 2024; this filing shows Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust at $11M / 18 participants.

#11,358
in Professional & Technical Services (20,173 peers)
+20.4%
assets growth YoY

Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,078,004 Top 42% higher than 58% 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

Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust reported participants rose from 16 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133693800 · Lazare Potter Giacovas & Moyle LLP PY 2024 · 401(k)

Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust · $11M · 18 · 58th

  • BOOK $11M
  • VS-ST 18
  • BOY 58th
  • SCH 401(k)
  • EBSA near Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan
  • PART ind #11358

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 Professional & Technical Services retirement plans → · Plans in New York →

Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and TrustLazare Potter Giacovas & Moy…$11MBertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing PlanBertrand, Fox, Elliot, Osman…$11MPine Belt Enterprises Retirement PlanPine Belt Enterprises Retire…$11MPhillips Managed Support Services, Inc. 401(k) PlanPhillips Managed Support Ser…$11MLearning Technologies Group, Inc. Enhanced Match 401(k) PlanLearning Technologies Group,…$11M
End-of-year total assets ($M) among Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lazare Potter Giacovas & Moyle LLP multi-year asset trail

Sponsor-wide plan assets over time

All Lazare Potter Giacovas & Moyle LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 49.13744522452056% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.43M $11.1M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 17 $7M
2023 1 16 $9M
2024 1 18 $11M

Lazare Potter Giacovas & Moyle LLP filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN133693800
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011078004 · Participants: 18Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and TrustIBM 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
Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.

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 Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust assets move in 2024?
Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust grew sharply - up 20.4% during 2024, from $9M to $11M. Reported net income was $2M.
How have Lazare Potter Giacovas & Moyle LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Lazare Potter Giacovas & Moyle LLP's sponsor-wide assets grew 49.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan in CA ($11M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (18 participants, N/A in assets).