401(k) · DOL Form 5500 · 2022

Eagle Global Advisors, L.L.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
25
Participants Small participant base
75th
Percentile by assets National rank
$703,369
Avg per participant High balance/head
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Official DOL plan name: Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan · Sponsored by Eagle Global Advisors, L.L.C. · Texas · Finance & Insurance

$18M in assets, 25 participants

Eagle Global Advisors, L.L.C.'s Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan reported $18M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,651 in Finance & Insurance (9,261 peers)

Where Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan sits by assets

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $18M for 25 participants (~$703,369/participant), down 13.6% in 2022.

#5,651
in Finance & Insurance (9,261 peers)
-13.6%
assets change YoY
0.2×
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.

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan's outsized position by total assets

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$17,584,231 Top 25% higher than 75% 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

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 760518446 · Eagle Global Advisors, L.L.C. PY 2022 · 401(k)

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan · $18M · 25 · 75th

  • IND $18M
  • EOY 25
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Service Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing Plan
  • EIN ind #5651

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 Texas →

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan in the asset neighbourhood

American Health Information Management Association 401(k) PlanAmerican Health Information …$18MEagle Global Advisors, L.L.C. 401(k) & Profit Sharing PlanEagle Global Advisors, L.L.C…$18MService Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing PlanService Electric Cable Tv, I…$18MD. B. Roberts, Inc. 401(k) PlanD. B. Roberts, Inc. 401(k) P…$18MBrennan Center for Justice 401(k) Profit Sharing PlanBrennan Center for Justice 4…$18M
End-of-year total assets ($M) among Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN760518446
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eagle Global Advisors, L.L.C.)

Sponsor-wide plan assets over time

All Eagle Global Advisors, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 19.977512806786947% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.6M $21.1M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 25 $18M
2023 1 24 $18M
2024 1 24 $21M

Nearby 401(k) Plans in Texas

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

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan, Total assets ($B): 0.017584231 · Participants: 25Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Service Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing Plan in PA ($18M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan assets move in 2022? ▼
Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan pulled back noticeably - down 13.6% during 2022, from $20M to $18M. Reported net income was -$3M.
How have Eagle Global Advisors, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Global Advisors, L.L.C.'s sponsor-wide assets grew 20.0%, from $18M to $21M.
Where does Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan ranks in the 75th 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 Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Service Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing Plan in PA ($18M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M 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 760518446.

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.