401(k) · DOL Form 5500 · 2023

Offit Capital Advisors LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
63
Participants Small participant base
69th
Percentile by assets National rank
$260,889
Avg per participant Above avg balance/head
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Official DOL plan name: Offit Capital Advisors LLC 401(k) Retirement Savings Plan · Sponsored by Offit Capital Advisors LLC · New York · Finance & Insurance

$16M in assets, 63 participants

Offit Capital Advisors LLC's Offit Capital Advisors LLC 401(k) Retirement Savings Plan reported $16M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,843 in Finance & Insurance (8,869 peers)

Offit Capital Advisors LLC multi-year trail

Offit Capital Advisors LLC's plans moved +65.6% in assets from 2022 to 2024; this filing shows Offit Capital Advisors LLC 401(k) Retirement Savings Plan at $16M / 63 participants.

#4,843
in Finance & Insurance (8,869 peers)
+30.2%
assets growth YoY

Offit Capital Advisors LLC 401(k) Retirement Savings Plan's outsized position by total assets

Offit Capital Advisors LLC 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,435,990 Top 31% higher than 69% of 127,068 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 2023

Offit Capital Advisors LLC 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Offit Capital Advisors LLC 401(k) Retirement Savings Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Offit Capital Advisors LLC 401(k) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Offit Capital Advisors LLC 401(k) Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Offit Capital Advisors LLC 401(k) Retirement Savings Plan reported participants rose from 58 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260271563 · Offit Capital Advisors LLC PY 2023 · 401(k)

Offit Capital Advisors LLC 401(k) Retirement Savings Plan · $16M · 63 · 69th

  • BOOK $16M
  • VS-ST 63
  • BOY 69th
  • SCH 401(k)
  • EBSA near H2o Innovation 401(k) Plan
  • PART ind #4843

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 →

Offit Capital Advisors LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Offit Capital Advisors LLC 401(k) Retirement Savings PlanOffit Capital Advisors LLC 4…$16MH2o Innovation 401(k) Plan$16MArchitectural Resources Cambridge, Inc. 401(k) Profit Sharing PlanArchitectural Resources Camb…$16MHi-Tek Manufacturing, Inc. Retirement Benefit PlanHi-Tek Manufacturing, Inc. R…$16MAssociated Ready Mixed Concrete, Inc. 401(k) PlanAssociated Ready Mixed Concr…$16M
End-of-year total assets ($M) among Offit Capital Advisors LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Offit Capital Advisors LLC multi-year asset trail

Sponsor-wide plan assets over time

All Offit Capital Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 65.63131518906438% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.6M $20.9M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 58 $13M
2023 1 63 $16M
2024 1 68 $21M

Offit Capital Advisors LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN260271563
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Offit Capital Advisors LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Offit Capital Advisors LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.01643599 · Participants: 63Offit Capital Advisors LLC 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Offit Capital Advisors LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Offit Capital Advisors LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Offit Capital Advisors LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is H2o Innovation 401(k) Plan in MN ($16M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Offit Capital Advisors LLC 401(k) Retirement Savings Plan assets move in 2023? ▼
Offit Capital Advisors LLC 401(k) Retirement Savings Plan surged - up 30.2% during 2023, from $13M to $16M. Reported net income was $4M.
How have Offit Capital Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Offit Capital Advisors LLC's sponsor-wide assets grew 65.6%, from $13M to $21M.
Which 401(k) plans are similar in size to Offit Capital Advisors LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is H2o Innovation 401(k) Plan in MN ($16M, 638 participants).
Which 401(k) plans cover a similar participant headcount to Offit Capital Advisors LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260271563.

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.