401(k) · DOL Form 5500 · 2022

Hancock Estabrook, LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
115
Participants Small participant base
87th
Percentile by assets National rank
$392,431
Avg per participant High balance/head
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Official DOL plan name: Hancock Estabrook, LLP Retirement Plan · Sponsored by Hancock Estabrook, LLP · New York · Professional & Technical Services

$45M in assets, 115 participants

Hancock Estabrook, LLP's Hancock Estabrook, LLP Retirement Plan reported $45M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,983 in Professional & Technical Services (21,562 peers)

Coverage in New York

Hancock Estabrook, LLP Retirement Plan covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $45M.

#18,983
in Professional & Technical Services (21,562 peers)
-20.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hancock Estabrook, LLP Retirement Plan's outsized position by total assets

Hancock Estabrook, LLP Retirement Plan vs every filed plan by assets

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

$45,129,618 Top 13% higher than 87% 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

Hancock Estabrook, LLP Retirement Plan 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. Hancock Estabrook, LLP Retirement Plan sits mid-pack in the medium band (115 participants).

EBSA filing schedule strip

Filing strip 150502175 · Hancock Estabrook, LLP PY 2022 · 401(k)

Hancock Estabrook, LLP Retirement Plan · $45M · 115 · 87th

  • 5500 $45M
  • ASSETS 115
  • PCT 87th
  • EIN 401(k)
  • RANK near Emcor Group, Inc. and Subsidiaries Union Employees' 401(k) Plan
  • PHOTO ind #18983

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 Professional & Technical Services retirement plans → · Plans in New York →

Hancock Estabrook, LLP Retirement Plan in the asset neighbourhood

Epson Portland Inc. 401(k) Savings and Retirement PlanEpson Portland Inc. 401(k) S…$45MHancock Estabrook, LLP Retirement PlanHancock Estabrook, LLP Retir…$45MEmcor Group, Inc. and Subsidiaries Union Employees' 401(k) PlanEmcor Group, Inc. and Subsid…$45MParadies Lagardere 401(k) PlanParadies Lagardere 401(k) Pl…$45MEverside Health Retirement PlanEverside Health Retirement P…$45M
End-of-year total assets ($M) among Hancock Estabrook, LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$45M
Net Income-$12M
Employer EIN150502175
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hancock Estabrook, LLP)

Sponsor-wide plan assets over time

All Hancock Estabrook, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$50M 10.799978408857793% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45.1M $50M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 115 $45M
2023 1 110 $45M
2024 1 116 $50M

Nearby 401(k) Plans in New York

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

Hancock Estabrook, LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hancock Estabrook, LLP Retirement Plan, Total assets ($B): 0.045129618 · Participants: 115Hancock Estabrook, LLP Retirement PlanIBM 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
Hancock Estabrook, LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Hancock Estabrook, LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Emcor Group, Inc. and Subsidiaries Union Employees' 401(k) Plan in CT ($45M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Hancock Estabrook, LLP Retirement Plan assets move in 2022?
Hancock Estabrook, LLP Retirement Plan declined sharply - down 20.7% during 2022, from $57M to $45M. Reported net income was -$12M.
How have Hancock Estabrook, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Hancock Estabrook, LLP's sponsor-wide assets grew 10.8%, from $45M to $50M.
Where does Hancock Estabrook, LLP Retirement Plan rank by assets among Form 5500 filers?
Hancock Estabrook, LLP Retirement Plan ranks in the 87th 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 Hancock Estabrook, LLP Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Emcor Group, Inc. and Subsidiaries Union Employees' 401(k) Plan in CT ($45M, 841 participants).
Which 401(k) plans cover a similar participant headcount to Hancock Estabrook, LLP Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants, N/A in assets).