401(k) · DOL Form 5500 · 2024

Porzio, Bromberg & Newman, P.C. 401(k) Plan

Data updated 2026-08-11

$130M
Total assets: 200
Participants: 92nd
Percentile by assets: $652,183
Avg per participant

Official DOL plan name: Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan · Sponsored by Porzio, Bromberg & Newman, P.C. · New Jersey · Professional & Technical Services

$130M in assets, 200 participants

Porzio, Bromberg & Newman, P.C.'s Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan reported $130M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 123,622 plans)
#18,819 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan covers 200 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $130M.

$130M
total plan assets (2024 EOY): 200
covered participants: 92nd
percentile by assets (of 123,622 plans): $652,183
avg assets per participant

Where Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan sits by total assets

Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$130,436,520 Top 8% higher than 92% 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

Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan reported net income fell from $15M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan reported participants rose from 189 in the plan year 2023 filing to 200 in the plan year 2024 filing.
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $124M in the plan year 2023 filing to $130M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Professional & Technical Services

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan reports 200 participants - about 24% of that state average ($130M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$124M
Net Assets (End of Year)	$130M
Net Income	$6M
Employer EIN	222005150
Plan Effective Date	1997-06-30
Filing Status	FILING RECEIVED

Sponsor Plan History (Porzio, Bromberg & Newman, P.C.)

Total plan assets by year, all Porzio, Bromberg & Newman, P.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	215	$109M
2023	1	189	$124M
2024	1	200	$130M

Nearby 401(k) Plans in New Jersey

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

Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Compare Porzio, Bromberg & Newman, P.C. Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan by total assets, not by location.

Grocery Outlet Inc. Retirement Plan (CA) $130M · 868
Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented Employees (UT) $130M · 1,322
Koniag Retirement Plan (AK) $130M · 2,420
Catalyst Health Group Holdings II, LLC 401(k) Plan (TX) $130M · 326

Frequently Asked Questions

How did Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan assets move in 2024? ▼

Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan edged up modestly - up 4.9% during 2024, from $124M to $130M. Reported net income was $6M.

How have Porzio, Bromberg & Newman, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Porzio, Bromberg & Newman, P.C.'s sponsor-wide assets grew 19.4%, from $109M to $130M.

Where does Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Grocery Outlet Inc. Retirement Plan in CA ($130M, 868 participants).

Next read for Porzio, Bromberg & Newman, P.C. Employee…

Filing takeaways

Ways to act on Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan's numbers.

By total assets, Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Porzio, Bromberg & Newman, P.C.'s sponsor-wide assets have grown 19.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 222005150.