401(k) · DOL Form 5500 · 2022

Emoney Advisor, LLC 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
640
Participants Below avg headcount
90th
Percentile by assets National rank
$96,944
Avg per participant Below avg balance/head
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Official DOL plan name: Emoney Advisor, LLC 401(k) Plan · Sponsored by Emoney Advisor, LLC · Pennsylvania · Finance & Insurance

$62M in assets, 640 participants

Emoney Advisor, LLC's Emoney Advisor, LLC 401(k) Plan reported $62M in total assets and 640 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,718 in Finance & Insurance (9,261 peers)

Where Emoney Advisor, LLC 401(k) Plan sits by assets

Emoney Advisor, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $62M for 640 participants (~$96,944/participant), down 4.1% in 2022.

#7,718
in Finance & Insurance (9,261 peers)
-4.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emoney Advisor, LLC 401(k) Plan's outsized position by total assets

Emoney Advisor, LLC 401(k) Plan vs every filed plan by assets

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

$62,044,315 Top 10% higher than 90% 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

Emoney Advisor, LLC 401(k) 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. Emoney Advisor, LLC 401(k) Plan sits mid-pack in the medium band (640 participants).

Form 5500 schedule snapshot

Filing strip 264703468 · Emoney Advisor, LLC PY 2022 · 401(k)

Emoney Advisor, LLC 401(k) Plan · $62M · 640 · 90th

  • TYPE $62M
  • NET 640
  • BOOK 90th
  • VS-ST 401(k)
  • BOY near Lindt & Sprungli (USA), Inc. 401(k) Plan
  • SCH ind #7718

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 Pennsylvania →

Emoney Advisor, LLC 401(k) Plan in the asset neighbourhood

Populous 401(k) Retirement Savings PlanPopulous 401(k) Retirement S…$62MMorse Operations, Inc. 401(k) Retirement Savings PlanMorse Operations, Inc. 401(k…$62MEmoney Advisor, LLC 401(k) PlanEmoney Advisor, LLC 401(k) P…$62MLindt & Sprungli (USA), Inc. 401(k) PlanLindt & Sprungli (USA), Inc.…$62MAbelson-Taylor, Inc. Profit Sharing PlanAbelson-Taylor, Inc. Profit …$62M
End-of-year total assets ($M) among Emoney Advisor, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$62M
Net Income-$3M
Employer EIN264703468
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emoney Advisor, LLC)

Sponsor-wide plan assets over time

All Emoney Advisor, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$100M 61.73820437859617% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $62M $100M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 640 $62M
2023 1 679 $81M
2024 1 610 $100M

Nearby 401(k) Plans in Pennsylvania

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

Emoney Advisor, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Emoney Advisor, LLC 401(k) Plan, Total assets ($B): 0.062044315 · Participants: 640Emoney Advisor, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Emoney Advisor, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Emoney Advisor, LLC 401(k) Plan side-by-side with 3 peers →

Emoney Advisor, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lindt & Sprungli (USA), Inc. 401(k) Plan in NH ($62M); by covered participants it is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (640 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (640 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 Emoney Advisor, LLC 401(k) Plan assets move in 2022? ▼
Emoney Advisor, LLC 401(k) Plan edged down modestly - down 4.1% during 2022, from $65M to $62M. Reported net income was -$3M.
How have Emoney Advisor, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emoney Advisor, LLC's sponsor-wide assets grew 61.7%, from $62M to $100M.
Where does Emoney Advisor, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Emoney Advisor, LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Emoney Advisor, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lindt & Sprungli (USA), Inc. 401(k) Plan in NH ($62M, 911 participants).
Which 401(k) plans cover a similar participant headcount to Emoney Advisor, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (640 participants, $70M 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 264703468.

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.