401(k) · DOL Form 5500 · 2022

Finkelstein & Partners, LLP 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
278
Participants Below avg headcount
85th
Percentile by assets National rank
$132,415
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Finkelstein & Affiliated Entities 401(k) Plan · Sponsored by Finkelstein & Partners, LLP · New York · Professional & Technical Services

$37M in assets, 278 participants

Finkelstein & Partners, LLP's Finkelstein & Affiliated Entities 401(k) Plan reported $37M in total assets and 278 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,535 in Professional & Technical Services (21,562 peers)

Coverage in New York

Finkelstein & Affiliated Entities 401(k) Plan covers 278 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $37M.

#18,535
in Professional & Technical Services (21,562 peers)
-15.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Finkelstein & Affiliated Entities 401(k) Plan's outsized position by total assets

Finkelstein & Affiliated Entities 401(k) Plan vs every filed plan by assets

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

$36,811,318 Top 15% higher than 85% 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

Finkelstein & Affiliated Entities 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. Finkelstein & Affiliated Entities 401(k) Plan sits mid-pack in the medium band (278 participants).

Plan-year Form 5500 strip

Filing strip 141618161 · Finkelstein & Partners, LLP PY 2022 · 401(k)

Finkelstein & Affiliated Entities 401(k) Plan · $37M · 278 · 85th

  • TYPE $37M
  • NET 278
  • BOOK 85th
  • VS-ST 401(k)
  • BOY near Seaview Orthopaedics 401(k) Plan
  • SCH ind #18535

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 →

Finkelstein & Affiliated Entities 401(k) Plan in the asset neighbourhood

Finkelstein & Affiliated Entities 401(k) PlanFinkelstein & Affiliated Ent…$37MSeaview Orthopaedics 401(k) PlanSeaview Orthopaedics 401(k) …$37MUsibelli Coal Mine, Inc. Thrift Savings and 401(k) Plan IUsibelli Coal Mine, Inc. Thr…$37MThe Gold Medal Products Co. 401(k) Profit Sharing PlanThe Gold Medal Products Co. …$37MAccuweather 401(k) Plan$37M
End-of-year total assets ($M) among Finkelstein & Affiliated Entities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$37M
Net Income-$7M
Employer EIN141618161
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finkelstein & Partners, LLP)

Sponsor-wide plan assets over time

All Finkelstein & Partners, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$43M 17.00668799742514% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $36.8M $43.1M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 278 $37M
2023 1 289 $41M
2024 1 277 $43M

Nearby 401(k) Plans in New York

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

Finkelstein & Affiliated Entities 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Finkelstein & Affiliated Entities 401(k) Plan, Total assets ($B): 0.036811318 · Participants: 278Finkelstein & Affiliated Entities 401(k) PlanIBM 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
Finkelstein & Affiliated Entities 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Finkelstein & Affiliated Entities 401(k) Plan side-by-side with 3 peers →

Finkelstein & Affiliated Entities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Seaview Orthopaedics 401(k) Plan in NJ ($37M); by covered participants it is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Finkelstein & Affiliated Entities 401(k) Plan assets move in 2022? ▼
Finkelstein & Affiliated Entities 401(k) Plan declined sharply - down 15.4% during 2022, from $44M to $37M. Reported net income was -$7M.
How have Finkelstein & Partners, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finkelstein & Partners, LLP's sponsor-wide assets grew 17.0%, from $37M to $43M.
Where does Finkelstein & Affiliated Entities 401(k) Plan rank by assets among Form 5500 filers? ▼
Finkelstein & Affiliated Entities 401(k) Plan ranks in the 85th 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 Finkelstein & Affiliated Entities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seaview Orthopaedics 401(k) Plan in NJ ($37M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Finkelstein & Affiliated Entities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 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 141618161.

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.