401(k) · DOL Form 5500 · 2024

Royce & Associates Gp, LLC 401(k) Plan

Data updated 2026-08-11

$109M
Total assets: 95
Participants: 91st
Percentile by assets: $1.1M
Avg per participant

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.

91st percentile by assets (of 123,622 plans)
#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.

$109M
total plan assets (2024 EOY): 95
covered participants: 91st
percentile by assets (of 123,622 plans): $1.1M
avg assets per participant

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.

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

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 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 →

State

New York

Industry

Finance & Insurance

Royce & Associates Gp, LLC 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Royce & Associates Gp, LLC 401(k) Profit Sharing Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$124M
Net Assets (End of Year)	$109M
Net Income	-$15M
Employer EIN	364833044
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Royce & Associates Gp, LLC)

Total plan assets by year, all Royce & Associates Gp, LLC plans on file

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Royce & Associates Gp, LLC 401(k) Profit… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Royce & Associates Gp, LLC 401(k) Profit Sharing Plan by total assets, not by location.

The Vane Brothers Company Retirement Savings Plan (MD) $109M · 781
Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan (CA) $109M · 725
The Shyft Group Retirement Plan (MI) $109M · 2,400
Ambry Genetics 401(k) Plan (CA) $109M · 1,135

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).

Next read for Royce & Associates Gp, LLC 401(k) Profit…

Scale reading

Ways to act on Royce & Associates Gp, LLC 401(k) Profit Sharing Plan's numbers.

By total assets, Royce & Associates Gp, LLC 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 York. Compare plans
Royce & Associates Gp, LLC's sponsor-wide assets have grown 1.7% since 2022 across 3 plan years on file. More Finance & Insurance 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 364833044.