401(k) · DOL Form 5500 · 2022
Evercore Partners Services East, LLC 401(k) Plan
Data updated 2026-08-11
- $212M
- Total assets
- 1,481
- Participants
- 96th
- Percentile by assets
- $143,092
- Avg per participant
Official DOL plan name: Evercore Partners Services East, LLC Retirement Plan · Sponsored by Evercore Partners Services East, LLC · New York · Finance & Insurance
$212M in assets, 1,481 participants
Evercore Partners Services East, LLC's Evercore Partners Services East, LLC Retirement Plan reported $212M in total assets and 1,481 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #8,599 in Finance & Insurance (9,261 peers)
Where Evercore Partners Services East, LLC Retirement Plan sits by assets
Evercore Partners Services East, LLC Retirement Plan sits in the top 5% of all filed plans by assets, $212M for 1,481 participants (~$143,092/participant), down 12.1% in 2022.
- $212M
- total plan assets (2022 EOY)
- 1,481
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $143,092
- avg assets per participant
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evercore Partners Services East, LLC Retirement Plan vs the 2022 asset distribution
By assets, Evercore Partners Services East, LLC Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $241M |
|---|---|
| Net Assets (End of Year) | $212M |
| Net Income | -$29M |
| Employer EIN | 010552543 |
| Plan Effective Date | 1996-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evercore Partners Services East, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,481 | $212M |
| 2023 | 1 | 1,576 | $282M |
| 2024 | 1 | 1,641 | $355M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Evercore Partners Services East, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Evercore Partners Services East, LLC Retirement Plan by total assets, not by location.
- Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan (CA) $212M · 2,923
- South Jersey Industries, Inc. 401(k) Plan (NJ) $212M · 1,230
- Yelp Inc. 401(k) Plan (CA) $212M · 3,807
- Trumpf Inc. Employee Retirement Savings Plan (CT) $212M · 1,018
Frequently Asked Questions
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Ways to act on Evercore Partners Services East, LLC Retirement Plan's numbers.
- By total assets, Evercore Partners Services East, LLC Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Evercore Partners Services East, LLC's sponsor-wide assets have grown 67.6% since 2022 across 3 plan years on file. More Finance & Insurance plans