401(k) · DOL Form 5500 · 2024

Royce & Associates Gp, LLC 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
95
Participants Small participant base
91st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Royce & Associates Gp, LLC 401(k) Profit Sharing Plan · Sponsored by Royce & Associates Gp, LLC · New York · Finance & Insurance

$109M in assets, 95 participants

Royce & Associates Gp, LLC's Royce & Associates Gp, LLC 401(k) Profit Sharing Plan reported $109M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,355 in Finance & Insurance (8,549 peers)

Where Royce & Associates Gp, LLC 401(k) Profit Sharing Plan sits by assets

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $109M for 95 participants (~$1.1M/participant), down 11.7% in 2024.

#7,355
in Finance & Insurance (8,549 peers)
-11.7%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$109,190,077 Top 9% higher than 91% 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

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Royce & Associates Gp, LLC 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Royce & Associates Gp, LLC 401(k) Profit Sharing Plan reported net income fell from $16M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
  • Royce & Associates Gp, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $124M in the plan year 2023 filing to $109M in the plan year 2024 filing.
  • Royce & Associates Gp, LLC 401(k) Profit Sharing Plan reported participants fell from 98 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364833044 · Royce & Associates Gp, LLC PY 2024 · 401(k)

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan · $109M · 95 · 91st

  • EOY $109M
  • 5500 95
  • ASSETS 91st
  • PCT 401(k)
  • EIN near The Vane Brothers Company Retirement Savings Plan
  • RANK ind #7355

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 Finance & Insurance retirement plans → · Plans in New York →

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Shyft Group Retirement PlanThe Shyft Group Retirement P…$109MThe Vane Brothers Company Retirement Savings PlanThe Vane Brothers Company Re…$109MRoyce & Associates Gp, LLC 401(k) Profit Sharing PlanRoyce & Associates Gp, LLC 4…$109MFrank, Rimerman + Co. LLP 401(k) & Profit Sharing PlanFrank, Rimerman + Co. LLP 40…$109MAmbry Genetics 401(k) Plan$109M
End-of-year total assets ($M) among Royce & Associates Gp, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$109M
Net Income-$15M
Employer EIN364833044
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royce & Associates Gp, LLC)

Sponsor-wide plan assets over time

All Royce & Associates Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$109M 1.6587637329194616% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $107M $109M ▲ +1.7%
Year Plans Participants Total Assets
2022 1 101 $107M
2023 1 98 $124M
2024 1 95 $109M

Nearby 401(k) Plans in New York

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

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Royce & Associates Gp, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.109190077 · Participants: 95Royce & Associates Gp, LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Royce & Associates Gp, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Vane Brothers Company Retirement Savings Plan in MD ($109M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($109M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Royce & Associates Gp, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 11.7% during 2024, from $124M to $109M. Reported net income was -$15M.
How have Royce & Associates Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royce & Associates Gp, LLC's sponsor-wide assets grew 1.7%, from $107M to $109M.
Where does Royce & Associates Gp, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Royce & Associates Gp, LLC 401(k) Profit Sharing Plan ranks in the 91st 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 Royce & Associates Gp, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Vane Brothers Company Retirement Savings Plan in MD ($109M, 781 participants).
Which 401(k) plans cover a similar participant headcount to Royce & Associates Gp, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galatea Associates 401(k) Plan in MA (95 participants, $23M 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 364833044.

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.