401(k) · DOL Form 5500 · 2024
Lord, Abbett & Co. LLC 401(k) Plan
Data updated 2026-08-25
- $554M
- Total assets Above avg plan size
- 789
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $702,257
- Avg per participant High balance/head
Official DOL plan name: Lord Abbett 401(k) Retirement Plan · Sponsored by Lord, Abbett & Co. LLC · New Jersey · Finance & Insurance
$554M in assets, 789 participants
Lord, Abbett & Co. LLC's Lord Abbett 401(k) Retirement Plan reported $554M in total assets and 789 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,158 in Finance & Insurance (8,549 peers)
Where Lord Abbett 401(k) Retirement Plan sits by assets
Lord Abbett 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $554M for 789 participants (~$702,257/participant), up 9.3% in 2024.
- #8,158
- in Finance & Insurance (8,549 peers)
- +9.3%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
Lord Abbett 401(k) Retirement Plan's outsized position by total assets
Lord Abbett 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$554,080,893 Top 3% higher than 97% 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
Lord Abbett 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lord Abbett 401(k) Retirement Plan sits mid-pack in the medium band (789 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lord Abbett 401(k) Retirement Plan reported net income fell from $104M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Lord Abbett 401(k) Retirement Plan end-of-year assets rose from $507M in the plan year 2023 filing to $554M in the plan year 2024 filing.
- Lord Abbett 401(k) Retirement Plan reported participants rose from 749 in the plan year 2023 filing to 789 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 135620131 · Lord, Abbett & Co. LLC PY 2024 · 401(k)
Lord Abbett 401(k) Retirement Plan · $554M · 789 · 97th
- SCH $554M
- SCH 789
- SCH 97th
- SCH 401(k)
- SCH near Unifirst Retirement Savings Plan
- SCH ind #8158
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 Jersey →
Lord Abbett 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $507M |
|---|---|
| Net Assets (End of Year) | $554M |
| Net Income | $47M |
| Employer EIN | 135620131 |
| Plan Effective Date | 1973-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lord, Abbett & Co. LLC)
Sponsor-wide plan assets over time
All Lord, Abbett & Co. LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $554M 37.36312709173624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 735 | $403M |
| 2023 | 1 | 749 | $507M |
| 2024 | 1 | 789 | $554M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Lord Abbett 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Unifirst Retirement Savings Plan in MA ($554M); by covered participants it is Automattic Inc. 401(k) Plan in CA (789 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($554M here).
- Unifirst Retirement Savings Plan (MA) $554M · 11,814
- Hollister 401(k) Retirement Savings Plan (IL) $554M · 1,305
- Akima, LLC 401(k) Plan (VA) $555M · 7,338
- Kent Corporation Retirement Plan (IA) $553M · 1,804
Similar participant headcount
Nearest other-state filings by covered participants (789 participants); asset peers above are excluded.
- Automattic Inc. 401(k) Plan (CA) 789 · 0 off
- Geo. Byers Sons, 401(k) Plan (OH) 789 · 0 off
- Ageless Living Home Health, LLC 401(k) Profit Sharing Plan (TX) 789 · 0 off
- Jeff Ruby Culinary Entertainment 401(k) Plan (OH) 789 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.