401(k) · DOL Form 5500 · 2022

Ethan Allen Global, Inc. 401(k) Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
2,241
Participants Above avg headcount
96th
Percentile by assets National rank
$87,164
Avg per participant Below avg balance/head
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Official DOL plan name: The Ethan Allen Retirement Savings Plan · Sponsored by Ethan Allen Global, Inc. · Connecticut · Manufacturing

$195M in assets, 2,241 participants

Ethan Allen Global, Inc.'s The Ethan Allen Retirement Savings Plan reported $195M in total assets and 2,241 participants in its 2022 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.

  • #19,152 in Manufacturing (20,602 peers)

Coverage in Connecticut

The Ethan Allen Retirement Savings Plan covers 2,241 participants in Connecticut, 3.1x the typical Connecticut plan (state average ~718 per filing). Assets: $195M.

#19,152
in Manufacturing (20,602 peers)
-20.4%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $50M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Ethan Allen Retirement Savings Plan's outsized position by total assets

The Ethan Allen Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$195,333,482 Top 4% higher than 96% of 139,123 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 2022

The Ethan Allen Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ethan Allen Retirement Savings Plan lands in the large band (2,241 participants).

EBSA filing schedule strip

Filing strip 202991357 · Ethan Allen Global, Inc. PY 2022 · 401(k)

The Ethan Allen Retirement Savings Plan · $195M · 2,241 · 96th

  • BOOK $195M
  • VS-ST 2,241
  • BOY 96th
  • SCH 401(k)
  • EBSA near The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.
  • PART ind #19152

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 Manufacturing retirement plans → · Plans in Connecticut →

The Ethan Allen Retirement Savings Plan in the asset neighbourhood

The Ethan Allen Retirement Savings PlanThe Ethan Allen Retirement S…$195MThe Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.The Retirement Plan and Trus…$195MNew Enterprise Stone & Lime Co., Inc. 401(k) Savings and Retirement PlanNew Enterprise Stone & Lime …$195MLoomis 401(k) Pre-Tax Savings PlanLoomis 401(k) Pre-Tax Saving…$195MNewmark 401(k) Plan$195M
End-of-year total assets ($M) among The Ethan Allen Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$245M
Net Assets (End of Year)$195M
Net Income-$50M
Employer EIN202991357
Plan Effective Date1989-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethan Allen Global, Inc.)

Sponsor-wide plan assets over time

All Ethan Allen Global, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$230M 17.87530977408164% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $195M $230M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 2,241 $195M
2023 1 2,137 $219M
2024 1 1,998 $230M

Nearby 401(k) Plans in Connecticut

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

The Ethan Allen Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants The Ethan Allen Retirement Savings Plan, Total assets ($B): 0.195333482 · Participants: 2241The Ethan Allen Retirement Savings PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
The Ethan Allen Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Ethan Allen Retirement Savings Plan side-by-side with 3 peers →

The Ethan Allen Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. in TX ($195M); by covered participants it is Getinge Group 401(k) Retirement Plan in NJ (2,241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,241 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Ethan Allen Retirement Savings Plan assets move in 2022? ▼
The Ethan Allen Retirement Savings Plan declined sharply - down 20.4% during 2022, from $245M to $195M. Reported net income was -$50M.
How have Ethan Allen Global, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethan Allen Global, Inc.'s sponsor-wide assets grew 17.9%, from $195M to $230M.
Where does The Ethan Allen Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Ethan Allen Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Ethan Allen Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. in TX ($195M, 969 participants).
Which 401(k) plans cover a similar participant headcount to The Ethan Allen Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Getinge Group 401(k) Retirement Plan in NJ (2,241 participants, $508M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202991357.

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.