401(k) · DOL Form 5500 · 2022

Ethan Allen Global, Inc. 401(k) Plan

Data updated 2026-08-11

$195M
Total assets
2,241
Participants
96th
Percentile by assets
$87,164
Avg per participant
PlainRetire home → About this data

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.

  • 96th percentile by assets (of 139,126 plans)
  • #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.

$195M
total plan assets (2022 EOY)
2,241
covered participants
96th
percentile by assets (of 139,126 plans)
$87,164
avg assets per participant

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.

State
Industry

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Ethan Allen Retirement Savings Plan reports 2,241 participants - 3.1x that state average ($195M EOY assets).

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.)

$180M$200M$220M$240M 202220232024 $195M $230M ▲ +17.9%
Total plan assets by year, all Ethan Allen Global, Inc. plans on file
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

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 Reti…United Technologies …GE Retirement Saving…Citi Retirement Savi…The Hartford Investm…Xerox Corporation Sa…
The Ethan Allen Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Ethan Allen Retirement Savings Plan by total assets, not by location.

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).

Next read for The Ethan Allen Retirement Savings Plan

Filing takeaways

Ways to act on The Ethan Allen Retirement Savings Plan's numbers.

  • By total assets, The Ethan Allen Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
  • Ethan Allen Global, Inc.'s sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Manufacturing plans