401(k) · DOL Form 5500 · 2024

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Plan

Data updated 2026-08-25

$345M
Total assets Above avg plan size
2,543
Participants Above avg headcount
96th
Percentile by assets National rank
$135,808
Avg per participant Near avg balance/head
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Official DOL plan name: Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan · Sponsored by Fragomen, Del Rey, Bernsen & Loewy, LLP · New Jersey · Professional & Technical Services

$345M in assets, 2,543 participants

Fragomen, Del Rey, Bernsen & Loewy, LLP's Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reported $345M in total assets and 2,543 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,613 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan covers 2,543 participants in New Jersey, 3.0x the typical New Jersey plan (state average ~844 per filing). Assets: $345M.

#19,613
in Professional & Technical Services (20,173 peers)
+16.2%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$345,360,748 Top 4% higher than 96% 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

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan lands in the large band (2,543 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reported net income fell from $60M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reported participants fell from 3,082 in the plan year 2023 filing to 2,543 in the plan year 2024 filing.
  • Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $297M in the plan year 2023 filing to $345M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 132726464 · Fragomen, Del Rey, Bernsen & Loewy, LLP PY 2024 · 401(k)

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan · $345M · 2,543 · 96th

  • TYPE $345M
  • TYPE 2,543
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Freudenberg Companies 401(k) Savings Plan
  • TYPE ind #19613

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 →

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Dykema Gossett PLLC Savings and Investment PlanDykema Gossett PLLC Savings …$346MFreudenberg Companies 401(k) Savings PlanFreudenberg Companies 401(k)…$345MFragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing PlanFragomen, Del Rey, Bernsen &…$345MCerberus Capital Management, L.P. Profit Sharing 401(k) PlanCerberus Capital Management,…$345MProcore Technologies Retirement PlanProcore Technologies Retirem…$345M
End-of-year total assets ($M) among Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$297M
Net Assets (End of Year)$345M
Net Income$48M
Employer EIN132726464
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fragomen, Del Rey, Bernsen & Loewy, LLP)

Sponsor-wide plan assets over time

All Fragomen, Del Rey, Bernsen & Loewy, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$345M 45.32470754907158% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $238M $345M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 3,396 $238M
2023 1 3,082 $297M
2024 1 2,543 $345M

Nearby 401(k) Plans in New Jersey

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

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.345360748 · Participants: 2543Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Freudenberg Companies 401(k) Savings Plan in IL ($345M); by covered participants it is Triumph Group, Inc. 401(k) Plan in PA (2,543 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,543 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 Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan grew sharply - up 16.2% during 2024, from $297M to $345M. Reported net income was $48M.
How have Fragomen, Del Rey, Bernsen & Loewy, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fragomen, Del Rey, Bernsen & Loewy, LLP's sponsor-wide assets grew 45.3%, from $238M to $345M.
Where does Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freudenberg Companies 401(k) Savings Plan in IL ($345M, 3,444 participants).
Which 401(k) plans cover a similar participant headcount to Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Triumph Group, Inc. 401(k) Plan in PA (2,543 participants, $835M 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 132726464.

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.