401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$345M
Total assets
2,543
Participants
96th
Percentile by assets
$135,808
Avg per participant
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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.

  • 96th percentile by assets (of 123,622 plans)
  • #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.

$345M
total plan assets (2024 EOY)
2,543
covered participants
96th
percentile by assets (of 123,622 plans)
$135,808
avg assets per participant

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 →

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. Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan reports 2,543 participants - 3.0x that state average ($345M EOY assets).

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)

$200M$250M$300M$350M$400M 202220232024 $238M $345M ▲ +45.3%
Total plan assets by year, all Fragomen, Del Rey, Bernsen & Loewy, LLP plans on file
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

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, B…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck 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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Fragomen, Del Rey, Bernsen & Loewy, LLP …

Filing takeaways

Ways to act on Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan's numbers.

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.