401(k)
2024 plan-year 401(k) DOL Form 5500

KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KASOWITZ BENSON TORRES LLP

This 401(k) plan holds $40M in total assets and serves 153 participants as of 2024. It is sponsored by KASOWITZ BENSON TORRES LLP in New York. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$40M
Participants
153
State
Industry
Professional & Technical Services

What the Filing Says About KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B

KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B is a 401(k) retirement plan sponsored by KASOWITZ BENSON TORRES LLP, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 153 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133720397, and the plan has been effective since 2016-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2024 to $40M at year-end — a gain of 17.3%. Net assets (after liabilities) closed the year at $40M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$40M
Net Assets (End of Year)$40M
Net Income$6M
Plan Type401(k)
Employer EIN133720397
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KASOWITZ BENSON TORRES LLP)

Year Plans Participants Total Assets
2022 2 466 $191M
2023 2 489 $228M
2024 2 502 $260M

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Frequently Asked Questions

How much money is in the KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B?
As of the 2024 Form 5500 filing, KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B holds $40M in total assets with 153 participants. It is sponsored by KASOWITZ BENSON TORRES LLP.
What type of plan is KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B?
KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B is a 401(k) plan. It has been effective since 2016-10-01. The plan is filed with the U.S. Department of Labor under EIN 133720397.
Who sponsors the KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B?
KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B is sponsored by KASOWITZ BENSON TORRES LLP, located in New York. The sponsor's EIN is 133720397 and the plan operates in the Professional & Technical Services industry.
How did KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B perform in 2024?
KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B grew by 17.3% during 2024, moving from $34M to $40M in total assets. Net income was $6M.
Where can I find official filings for KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B?
Official Form 5500 filings for KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133720397 or plan name at efast.dol.gov.
How does KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B compare to other plans?
You can compare KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 133720397.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.