401(k) · DOL Form 5500 · 2024
Lerner David LLP 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 114
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $544,949
- Avg per participant High balance/head
Official DOL plan name: Lerner David Retirement Plan · Sponsored by Lerner David LLP · New Jersey · Professional & Technical Services
$62M in assets, 114 participants
Lerner David LLP's Lerner David Retirement Plan reported $62M in total assets and 114 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.
- #17,639 in Professional & Technical Services (20,173 peers)
Coverage in New Jersey
Lerner David Retirement Plan covers 114 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $62M.
- #17,639
- in Professional & Technical Services (20,173 peers)
- +9.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lerner David Retirement Plan's outsized position by total assets
Lerner David Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,124,191 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lerner David Retirement 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. Lerner David Retirement Plan sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lerner David Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Lerner David Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Lerner David Retirement Plan reported participants rose from 110 in the plan year 2023 filing to 114 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 222269956 · Lerner David LLP PY 2024 · 401(k)
Lerner David Retirement Plan · $62M · 114 · 86th
- PCT $62M
- PCT 114
- PCT 86th
- PCT 401(k)
- PCT near M.S. Walker Retirement Trust
- PCT ind #17639
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 Jersey →
Lerner David Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $5M |
| Employer EIN | 222269956 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lerner David LLP)
Sponsor-wide plan assets over time
All Lerner David LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 11.618388532167545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $56M |
| 2023 | 1 | 110 | $57M |
| 2024 | 1 | 114 | $62M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Lerner David Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is M.S. Walker Retirement Trust in MA ($62M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- M.S. Walker Retirement Trust (MA) $62M · 547
- Just Born, Inc. Savings and Investment Plan (Salaried) (PA) $62M · 145
- Precision Resource 401(k) Retirement Savings Plan (CT) $62M · 502
- Nextdoor, Inc. 401(k) Plan (CA) $62M · 499
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Falls Community Hospital 401(k) Plan (TX) 114 · 0 off
- Southeast Milk Inc. 401(k) Profit Sharing Plan (FL) 114 · 0 off
- Window World of Baton Rouge 401(k) Plan (LA) 114 · 0 off
- Mypoint Credit Union 401(k) Plan (CA) 114 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.