401(k) · DOL Form 5500 · 2022

Select Equity Group, L.P. 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
185
Participants Below avg headcount
94th
Percentile by assets National rank
$660,171
Avg per participant High balance/head
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Official DOL plan name: Select Equity Group, L.P. 401(k) Psp and Trust · Sponsored by Select Equity Group, L.P. · New York · Finance & Insurance

$122M in assets, 185 participants

Select Equity Group, L.P.'s Select Equity Group, L.P. 401(k) Psp and Trust reported $122M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,319 in Finance & Insurance (9,261 peers)

Coverage in New York

Select Equity Group, L.P. 401(k) Psp and Trust covers 185 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $122M.

#8,319
in Finance & Insurance (9,261 peers)
-19.7%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Select Equity Group, L.P. 401(k) Psp and Trust's outsized position by total assets

Select Equity Group, L.P. 401(k) Psp and Trust vs every filed plan by assets

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

$122,131,648 Top 6% higher than 94% 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

Select Equity Group, L.P. 401(k) Psp and Trust 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. Select Equity Group, L.P. 401(k) Psp and Trust sits mid-pack in the medium band (185 participants).

Published 5500 schedule card

Filing strip 463465710 · Select Equity Group, L.P. PY 2022 · 401(k)

Select Equity Group, L.P. 401(k) Psp and Trust · $122M · 185 · 94th

  • BOOK $122M
  • VS-ST 185
  • BOY 94th
  • SCH 401(k)
  • EBSA near Koons Automotive Group Retirement Savings Plan
  • PART ind #8319

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 →

Select Equity Group, L.P. 401(k) Psp and Trust in the asset neighbourhood

Nordic Consulting Partners, Inc. 401(k) PlanNordic Consulting Partners, …$122MKoons Automotive Group Retirement Savings PlanKoons Automotive Group Retir…$122MSelect Equity Group, L.P. 401(k) Psp and TrustSelect Equity Group, L.P. 40…$122MBrp US Inc. 401(k) Savings PlanBrp US Inc. 401(k) Savings P…$122MHillyard 401(k) Plan$122M
End-of-year total assets ($M) among Select Equity Group, L.P. 401(k) Psp and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$122M
Net Income-$30M
Employer EIN463465710
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Select Equity Group, L.P.)

Sponsor-wide plan assets over time

All Select Equity Group, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$164M 33.896598201966455% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $164M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 185 $122M
2023 1 207 $144M
2024 1 201 $164M

Nearby 401(k) Plans in New York

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

Select Equity Group, L.P. 401(k) Psp and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Select Equity Group, L.P. 401(k) Psp and Trust, Total assets ($B): 0.122131648 · Participants: 185Select Equity Group, L.P. 401(k) Psp and TrustIBM 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
Select Equity Group, L.P. 401(k) Psp and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Select Equity Group, L.P. 401(k) Psp and Trust side-by-side with 3 peers →

Select Equity Group, L.P. 401(k) Psp and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Koons Automotive Group Retirement Savings Plan in VA ($122M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Select Equity Group, L.P. 401(k) Psp and Trust assets move in 2022? ▼
Select Equity Group, L.P. 401(k) Psp and Trust declined sharply - down 19.7% during 2022, from $152M to $122M. Reported net income was -$30M.
How have Select Equity Group, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Select Equity Group, L.P.'s sponsor-wide assets grew 33.9%, from $122M to $164M.
Where does Select Equity Group, L.P. 401(k) Psp and Trust rank by assets among Form 5500 filers? ▼
Select Equity Group, L.P. 401(k) Psp and Trust ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Select Equity Group, L.P. 401(k) Psp and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Koons Automotive Group Retirement Savings Plan in VA ($122M, 1,526 participants).
Which 401(k) plans cover a similar participant headcount to Select Equity Group, L.P. 401(k) Psp and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 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 463465710.

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.