Defined Benefit (Pension) · DOL Form 5500 · 2024

Lazard Freres & Co. LLC Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
141
Participants Small participant base
64th
Percentile by assets National rank
$104,613
Avg per participant Below avg balance/head
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Official DOL plan name: Lazard Freres & Co. LLC Employees' Pension Plan · Sponsored by Lazard Freres & Co. LLC · New York · Finance & Insurance

$15M in assets, 141 participants

Lazard Freres & Co. LLC's Lazard Freres & Co. LLC Employees' Pension Plan reported $15M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,123 in Finance & Insurance (8,549 peers)

Coverage in New York

Lazard Freres & Co. LLC Employees' Pension Plan covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $15M.

#4,123
in Finance & Insurance (8,549 peers)
-4.9%
assets change YoY

The plan reported a net loss of $763K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lazard Freres & Co. LLC Employees' Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$14,750,369 Top 36% higher than 64% 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' Pension 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. Lazard Freres & Co. LLC Employees' Pension Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lazard Freres & Co. LLC Employees' Pension Plan reported net income fell from -$473K in the plan year 2023 filing to -$763K in the plan year 2024 filing.
  • Lazard Freres & Co. LLC Employees' Pension Plan reported participants fell from 162 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Lazard Freres & Co. LLC Employees' Pension Plan end-of-year assets fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135545100 · Lazard Freres & Co. LLC PY 2024 · Defined Benefit (Pension)

Lazard Freres & Co. LLC Employees' Pension Plan · $15M · 141 · 64th

  • BOY $15M
  • SCH 141
  • EBSA 64th
  • PART Defined Benefit (Pension)
  • TYPE near Defined Benefit Plan for Employees of Catholic Social Services of the Diocese of Scranto
  • NET ind #4123

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' Pension Plan in the asset neighbourhood

Iha Occupational Health Services Retirement PlanIha Occupational Health Serv…$15MAir Cruisers Pension Plan$15MLazard Freres & Co. LLC Employees' Pension PlanLazard Freres & Co. LLC Empl…$15MDefined Benefit Plan for Employees of Catholic Social Services of the Diocese of ScrantoDefined Benefit Plan for Emp…$15MGlobal Payments Inc. Employees Retirement PlanGlobal Payments Inc. Employe…$15M
End-of-year total assets ($M) among Lazard Freres & Co. LLC Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$763K
Employer EIN135545100
Plan Effective Date1976-01-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lazard Freres & Co. LLC Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lazard Freres & Co. LLC Employees' Pension Plan, Total assets ($B): 0.014750369 · Participants: 141Lazard Freres & Co. LLC Employees' Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Lazard Freres & Co. LLC Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lazard Freres & Co. LLC Employees' Pension Plan side-by-side with 3 peers →

Lazard Freres & Co. LLC Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Defined Benefit Plan for Employees of Catholic Social Services of the Diocese of Scranto in PA ($15M); by covered participants it is Virginia Oncology Associates, P. C. Cash Balance Plan in VA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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' Pension Plan assets move in 2024? ▼
Lazard Freres & Co. LLC Employees' Pension Plan edged down modestly - down 4.9% during 2024, from $16M to $15M. Reported net income was -$763K.
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.
Which Defined Benefit (Pension) plans are similar in size to Lazard Freres & Co. LLC Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Plan for Employees of Catholic Social Services of the Diocese of Scranto in PA ($15M, 25 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lazard Freres & Co. LLC Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Virginia Oncology Associates, P. C. Cash Balance Plan in VA (141 participants, $26M 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.