ESOP · DOL Form 5500 · 2022

Eileen Fisher, Inc. ESOP

Data updated 2026-08-11

$29M
Total assets
537
Participants
83rd
Percentile by assets
$54,851
Avg per participant
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Official DOL plan name: Eileen Fisher, Inc. Employee Stock Ownership Plan · Sponsored by Eileen Fisher, Inc. · New York · Retail Trade

$29M in assets, 537 participants

Eileen Fisher, Inc.'s Eileen Fisher, Inc. Employee Stock Ownership Plan reported $29M in total assets and 537 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #8,592 in Retail Trade (9,519 peers)

Where Eileen Fisher, Inc. Employee Stock Ownership Plan sits by assets

Eileen Fisher, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $29M for 537 participants (~$54,851/participant), up 27.1% in 2022.

$29M
total plan assets (2022 EOY)
537
covered participants
83rd
percentile by assets (of 139,126 plans)
$54,851
avg assets per participant

Where Eileen Fisher, Inc. Employee Stock Ownership Plan sits by total assets

Eileen Fisher, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$29,455,181 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Retail Trade

Eileen Fisher, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Eileen Fisher, Inc. Employee Stock Ownership Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN133359549
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eileen Fisher, Inc.)

$100M$105M$110M$115M$120M 202220232024 $104M $117M ▲ +12.5%
Total plan assets by year, all Eileen Fisher, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,256 $104M
2023 2 1,445 $109M
2024 2 1,523 $117M

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Eileen Fisher, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Eileen Fisher, Inc. …, Total assets ($M): 29.455181 · Participants: 537Eileen Fisher, Inc. …Stewart's Shops Corp…, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp…Lewis Tree Service E…, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service E…H.C. Wainwright & Co…, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co…Greenman-Pedersen, I…, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, I…Griffon Corporation …, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation …
Eileen Fisher, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Eileen Fisher, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Eileen Fisher, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Eileen Fisher, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Eileen Fisher, Inc. Employee Stock Ownership Plan grew sharply - up 27.1% during 2022, from $23M to $29M. Reported net income was $6M.
How have Eileen Fisher, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eileen Fisher, Inc.'s sponsor-wide assets grew 12.5%, from $104M to $117M.
Where does Eileen Fisher, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Eileen Fisher, Inc. Employee Stock Ownership Plan ranks in the 83rd 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 ESOP plans are similar in size to Eileen Fisher, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dalco Industries Inc Employee Stock Ownership Plan in CO ($29M, 61 participants).

Next read for Eileen Fisher, Inc. Employee Stock Owner…

Scale reading

Ways to act on Eileen Fisher, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Eileen Fisher, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
  • Eileen Fisher, Inc.'s sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Retail Trade plans

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 133359549.

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.