401(k) · DOL Form 5500 · 2022

Centerview Partners LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
407
Participants Below avg headcount
86th
Percentile by assets National rank
$98,298
Avg per participant Below avg balance/head
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Official DOL plan name: Centerview Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Centerview Partners LLC · New York · Finance & Insurance

$40M in assets, 407 participants

Centerview Partners LLC's Centerview Partners LLC 401(k) Profit Sharing Plan & Trust reported $40M in total assets and 407 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,188 in Finance & Insurance (9,261 peers)

Where Centerview Partners LLC 401(k) Profit Sharing Plan & Trust sits by assets

Centerview Partners LLC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $40M for 407 participants (~$98,298/participant), down 13.7% in 2022.

#7,188
in Finance & Insurance (9,261 peers)
-13.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Centerview Partners LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Centerview Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$40,007,108 Top 14% higher than 86% 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

Centerview Partners LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Centerview Partners LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (407 participants).

Plan-year Form 5500 strip

Filing strip 200834979 · Centerview Partners LLC PY 2022 · 401(k)

Centerview Partners LLC 401(k) Profit Sharing Plan & Trust · $40M · 407 · 86th

  • EBSA $40M
  • EBSA 407
  • EBSA 86th
  • EBSA 401(k)
  • EBSA near Slakey Brothers, Inc. Profit Sharing 401(k) Plan
  • EBSA ind #7188

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 York →

Centerview Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Centerview Partners LLC 401(k) Profit Sharing Plan & TrustCenterview Partners LLC 401(…$40MSlakey Brothers, Inc. Profit Sharing 401(k) PlanSlakey Brothers, Inc. Profit…$40MImpinj, Inc. 401(k) Plan$40MNsm Insurance Group 401(k) PlanNsm Insurance Group 401(k) P…$40MMusc Health Partners 401(k) PlanMusc Health Partners 401(k) …$40M
End-of-year total assets ($M) among Centerview Partners LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$40M
Net Income-$6M
Employer EIN200834979
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Centerview Partners LLC)

Sponsor-wide plan assets over time

All Centerview Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$73M 82.27273513496651% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $40M $72.9M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 407 $40M
2023 1 444 $55M
2024 1 416 $73M

Nearby 401(k) Plans in New York

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

Centerview Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Centerview Partners LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.040007108 · Participants: 407Centerview Partners LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Centerview Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Centerview Partners LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Centerview Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA ($40M); by covered participants it is Dura Automotive Systems 401(k) Retirement Plan in MI (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Centerview Partners LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Centerview Partners LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.7% during 2022, from $46M to $40M. Reported net income was -$6M.
How have Centerview Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Centerview Partners LLC's sponsor-wide assets grew 82.3%, from $40M to $73M.
Where does Centerview Partners LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Centerview Partners LLC 401(k) Profit Sharing Plan & Trust ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Centerview Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA ($40M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Centerview Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dura Automotive Systems 401(k) Retirement Plan in MI (407 participants, N/A 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 200834979.

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.