401(k) · DOL Form 5500 · 2022
Eisner Advisory Group, LLC 401(k) Plan
Data updated 2026-08-11
- $420M
- Total assets
- 2,056
- Participants
- 98th
- Percentile by assets
- $204,523
- Avg per participant
Official DOL plan name: Eisner Advisory Group, LLC Retirement Plan · Sponsored by Eisner Advisory Group, LLC · New York · Professional & Technical Services
$420M in assets, 2,056 participants
Eisner Advisory Group, LLC's Eisner Advisory Group, LLC Retirement Plan reported $420M in total assets and 2,056 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #21,202 in Professional & Technical Services (21,562 peers)
Coverage in New York
Eisner Advisory Group, LLC Retirement Plan covers 2,056 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $420M.
- $420M
- total plan assets (2022 EOY)
- 2,056
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $204,523
- avg assets per participant
The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Eisner Advisory Group, LLC Retirement Plan sits by total assets
Eisner Advisory Group, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$420,498,776 Top 2% higher than 98% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Eisner Advisory Group, LLC Retirement Plan reports 2,056 participants - 2.6x that state average ($420M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $460M |
|---|---|
| Net Assets (End of Year) | $420M |
| Net Income | -$39M |
| Employer EIN | 871353108 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eisner Advisory Group, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,056 | $420M |
| 2023 | 1 | 2,683 | $567M |
| 2024 | 1 | 3,201 | $699M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Eisner Advisory Group, 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 Eisner Advisory Group, LLC Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Eisner Advisory Group, LLC Retirement Plan's numbers.
- By total assets, Eisner Advisory Group, 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
- Eisner Advisory Group, LLC's sponsor-wide assets have grown 66.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans