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Employer · plans filed under one EIN

Kasowitz LLP

New York, NY · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$255Mnet assets across plans
648participant records375 active
$149Kemployer contributions, latest plan years$397 per active record
$335KSchedule C compensation to organisations$516.87 per participant record

Kasowitz LLP, based in New York, New York, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 648 participant records and $255M in net assets.

The largest is Kasowitz LLP Employee 401(k) Savings Plan a, a 401(k) plan with 482 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $149K and participant contributions $5.1M in the latest plan years; benefits paid were $47.3M. Schedule C compensation reported to service provider organisations totalled $335K.

Combined net assets moved from $52.6M in 2009 to $255M in 2025 (up 384%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Kasowitz LLP Employee 401(k) Savings Plan a401(k) plan2025482$212M$440,680$601$274K
Kasowitz LLP Employee 401(k) Savings Plan B401(k) plan2025166$42.2M$254,105—$61K
US median, plan year 2024: DC plans $53,089 per participant, $2,174 employer contribution per active participant; DB plans $86,073 and $10,170.

Trend by plan year

2009: $52.6M2010: $67.6M2011: $74.3M2012: $92.4M2013: $120M2014: $130M2015: $129M2016: $136M2017: $159M2018: $154M2019: $190M2020: $221M2021: $253M2022: $191M2023: $228M2024: $260M2025: $255M$52.6M$260M$255M200920122016202020242025
Combined net assets
2009: 7042010: 7802011: 8182012: 8412013: 8572014: 8412015: 8082016: 8162017: 8902018: 8962019: 8822020: 7962021: 8212022: 7682023: 7562024: 7182025: 648704896648200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20252648$255M$149K$5.1M
20242718$260M$5.1M$6.0M
20232756$228M$5.0M$5.9M
20222768$191M$4.1M$5.3M
20212821$253M$4.0M$5.1M
20202796$221M$4.1M$5.1M
20192882$190M$4.2M$5.3M
20182896$154M$4.2M$5.2M
20172890$159M$4.3M$4.9M
20162816$136M$4.1M$4.7M
20151808$129M$4.2M$5.0M
20141841$130M$4.4M$5.6M
20131857$120M$4.3M$6.0M
20121841$92.4M$4.4M$5.6M
20111818$74.3M$4.4M$5.3M
20101780$67.6M$4.1M$5.1M
20091704$52.6M$3.5M$4.7M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing2$186,677
Morgan Stanley GlobalInvestment advisory (plan)2$141,757
401(k) Safe, LLCConsulting (general)1$6,500

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$187K
Morgan Stanley Global$142K
401(k) Safe, LLC$6,500

Questions and answers

How many retirement plans does Kasowitz LLP have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kasowitz LLP Employee 401(k) Savings Plan a and Kasowitz LLP Employee 401(k) Savings Plan B. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Kasowitz LLP contribute to its plans?

$148,973 in employer contributions across these plans in their latest plan years, about $397 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Morgan Stanley Global and 401(k) Safe, LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Sep 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Sep 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.