401(k) · DOL Form 5500 · 2022

Eisner Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$420M
Total assets Above avg plan size
2,056
Participants Near avg headcount
98th
Percentile by assets National rank
$204,523
Avg per participant Above avg balance/head
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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.

  • #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.

#21,202
in Professional & Technical Services (21,562 peers)
-8.5%
assets change YoY
4.2×
vs typical plan assets (national mean)

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.

Eisner Advisory Group, LLC Retirement Plan's outsized position 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

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

Eisner Advisory Group, 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. Eisner Advisory Group, LLC Retirement Plan lands in the large band (2,056 participants).

Plan-year Form 5500 strip

Filing strip 871353108 · Eisner Advisory Group, LLC PY 2022 · 401(k)

Eisner Advisory Group, LLC Retirement Plan · $420M · 2,056 · 98th

  • 5500 $420M
  • 5500 2,056
  • 5500 98th
  • 5500 401(k)
  • 5500 near 401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates
  • 5500 ind #21202

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 →

Eisner Advisory Group, LLC Retirement Plan in the asset neighbourhood

Snell & Wilmer Profit Sharing and Savings PlanSnell & Wilmer Profit Sharin…$421MHolland & Hart Retirement Savings PlanHolland & Hart Retirement Sa…$421MEisner Advisory Group, LLC Retirement PlanEisner Advisory Group, LLC R…$420M401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates401(k) Profit Sharing Plan f…$420MToshiba America, Inc. 401(k) Savings PlanToshiba America, Inc. 401(k)…$420M
End-of-year total assets ($M) among Eisner Advisory Group, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$460M
Net Assets (End of Year)$420M
Net Income-$39M
Employer EIN871353108
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eisner Advisory Group, LLC)

Sponsor-wide plan assets over time

All Eisner Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$699M 66.2991725331443% vs 2022
2024 filing year
$300M$400M$500M$600M$700M$800M 202220232024 $421M $699M ▲ +66.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Eisner Advisory Group, LLC Retirement Plan, Total assets ($B): 0.420498776 · Participants: 2056Eisner Advisory Group, LLC Retirement 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
Eisner Advisory Group, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Eisner Advisory Group, LLC Retirement Plan side-by-side with 3 peers →

Eisner Advisory Group, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates in WA ($420M); by covered participants it is Zirkle Fruit Company 401(k) Profit Sharing Plan in WA (2,056 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,056 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 Eisner Advisory Group, LLC Retirement Plan assets move in 2022? ▼
Eisner Advisory Group, LLC Retirement Plan pulled back noticeably - down 8.5% during 2022, from $460M to $420M. Reported net income was -$39M.
How have Eisner Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eisner Advisory Group, LLC's sponsor-wide assets grew 66.3%, from $420M to $699M.
Where does Eisner Advisory Group, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Eisner Advisory Group, LLC Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Eisner Advisory Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates in WA ($420M, 3,309 participants).
Which 401(k) plans cover a similar participant headcount to Eisner Advisory Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zirkle Fruit Company 401(k) Profit Sharing Plan in WA (2,056 participants, $63M 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 871353108.

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.