401(k) · DOL Form 5500 · 2022
Evercore Partners Services East, LLC 401(k) Plan
Data updated 2026-08-25
- $212M
- Total assets Near avg plan size
- 1,481
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $143,092
- Avg per participant Near avg balance/head
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.
- #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.
- #8,599
- in Finance & Insurance (9,261 peers)
- -12.1%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
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's outsized position by total assets
Evercore Partners Services East, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$211,918,569 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Evercore Partners Services East, LLC Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evercore Partners Services East, LLC Retirement Plan lands in the large band (1,481 participants).
Plan-year Form 5500 strip
Filing strip 010552543 · Evercore Partners Services East, LLC PY 2022 · 401(k)
Evercore Partners Services East, LLC Retirement Plan · $212M · 1,481 · 96th
- TYPE $212M
- NET 1,481
- BOOK 96th
- VS-ST 401(k)
- BOY near Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan
- SCH ind #8599
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 New York →
Evercore Partners Services East, LLC Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Evercore Partners Services East, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $355M 67.55611349942629% vs 2022
- 2024 filing year
| 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.
- 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
Evercore Partners Services East, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan in CA ($212M); by covered participants it is Hilmar Cheese Company Profit Sharing 401(k) Plan in CA (1,481 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($212M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,481 participants); asset peers above are excluded.
- Hilmar Cheese Company Profit Sharing 401(k) Plan (CA) 1,481 · 0 off
- Vivant Behavioral Holdings 401(k) Plan (AZ) 1,481 · 0 off
- Oregon Child Development Coalition 401(k) Plan (OR) 1,481 · 0 off
- Polar Beverages Retirement Plan (MA) 1,481 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.