401(k) · DOL Form 5500 · 2022

The Expert Institute 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
184
Participants Below avg headcount
55th
Percentile by assets National rank
$33,314
Avg per participant Low balance/head
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Official DOL plan name: The Expert Institute Retirement Trust · Sponsored by The Expert Institute · New York · Professional & Technical Services

$6M in assets, 184 participants

The Expert Institute's The Expert Institute Retirement Trust reported $6M in total assets and 184 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #11,391 in Professional & Technical Services (21,562 peers)

Coverage in New York

The Expert Institute Retirement Trust covers 184 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $6M.

#11,391
in Professional & Technical Services (21,562 peers)
+13.5%
assets growth YoY

The Expert Institute Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

The Expert Institute Retirement Trust vs every filed plan by assets

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

$6,129,824 Top 45% higher than 55% 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 Expert Institute Retirement 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. The Expert Institute Retirement Trust sits mid-pack in the medium band (184 participants).

DOL schedule card

Filing strip 273779761 · The Expert Institute PY 2022 · 401(k)

The Expert Institute Retirement Trust · $6M · 184 · 55th

  • ASSETS $6M
  • PCT 184
  • EIN 55th
  • RANK 401(k)
  • PHOTO near Tribar Manufacturing, LLC 401(k) Plan
  • IND ind #11391

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 →

The Expert Institute Retirement Trust in the asset neighbourhood

The Expert Institute Retirement TrustThe Expert Institute Retirem…$6MTribar Manufacturing, LLC 401(k) PlanTribar Manufacturing, LLC 40…$6MSmithville Telephone Company, Inc. 401(k) Savings PlanSmithville Telephone Company…$6MDistribution Services Retirement PlanDistribution Services Retire…$6MCaribou 401(k) Plan$6M
End-of-year total assets ($M) among The Expert Institute Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$729K
Employer EIN273779761
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Expert Institute)

Sponsor-wide plan assets over time

All The Expert Institute plans reported in each filing year

Latest sponsor-wide plan assets
$11M 74.17996014241191% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.13M $10.7M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 184 $6M
2023 1 206 $9M
2024 1 186 $11M

Nearby 401(k) Plans in New York

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

The Expert Institute Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Expert Institute Retirement Trust, Total assets ($B): 0.006129824 · Participants: 184The Expert Institute Retirement 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
The Expert Institute Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Expert Institute Retirement Trust side-by-side with 3 peers →

The Expert Institute Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tribar Manufacturing, LLC 401(k) Plan in MI ($6M); by covered participants it is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Expert Institute Retirement Trust assets move in 2022? ▼
The Expert Institute Retirement Trust grew at a solid clip - up 13.5% during 2022, from $5M to $6M. Reported net income was $729K.
How have The Expert Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Expert Institute's sponsor-wide assets grew 74.2%, from $6M to $11M.
Which 401(k) plans are similar in size to The Expert Institute Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tribar Manufacturing, LLC 401(k) Plan in MI ($6M, 460 participants).
Which 401(k) plans cover a similar participant headcount to The Expert Institute Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 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 273779761.

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.