401(k) · DOL Form 5500 · 2023

Ethan Allen Global, Inc. 401(k) Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
2,137
Participants Near avg headcount
95th
Percentile by assets National rank
$102,602
Avg per participant Below avg balance/head
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Official DOL plan name: The Ethan Allen Retirement Savings Plan · Sponsored by Ethan Allen Global, Inc. · Connecticut · Manufacturing

$219M in assets, 2,137 participants

Ethan Allen Global, Inc.'s The Ethan Allen Retirement Savings Plan reported $219M in total assets and 2,137 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,276 in Manufacturing (18,722 peers)

Coverage in Connecticut

The Ethan Allen Retirement Savings Plan covers 2,137 participants in Connecticut, 3.0x the typical Connecticut plan (state average ~718 per filing). Assets: $219M.

#17,276
in Manufacturing (18,722 peers)
+12.2%
assets growth YoY
2.2×
vs typical plan assets (national mean)

The Ethan Allen Retirement Savings Plan's outsized position by total assets

The Ethan Allen Retirement Savings Plan vs every filed plan by assets

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

$219,259,598 Top 5% higher than 95% 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

The Ethan Allen Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ethan Allen Retirement Savings Plan lands in the large band (2,137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ethan Allen Retirement Savings Plan reported net income rose from -$50M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • The Ethan Allen Retirement Savings Plan end-of-year assets rose from $195M in the plan year 2022 filing to $219M in the plan year 2023 filing.
  • The Ethan Allen Retirement Savings Plan reported participants fell from 2,241 in the plan year 2022 filing to 2,137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202991357 · Ethan Allen Global, Inc. PY 2023 · 401(k)

The Ethan Allen Retirement Savings Plan · $219M · 2,137 · 95th

  • 5500 $219M
  • ASSETS 2,137
  • PCT 95th
  • EIN 401(k)
  • RANK near Zbi Multiple Employer 401(k) Retirement Plan
  • PHOTO ind #17276

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 Manufacturing retirement plans → · Plans in Connecticut →

The Ethan Allen Retirement Savings Plan in the asset neighbourhood

South Jersey Industries, Inc. 401(k) PlanSouth Jersey Industries, Inc…$219MThe Ethan Allen Retirement Savings PlanThe Ethan Allen Retirement S…$219MZbi Multiple Employer 401(k) Retirement PlanZbi Multiple Employer 401(k)…$219MMto 401(k) Profit Sharing PlanMto 401(k) Profit Sharing Pl…$219MAbx Air, Inc. Pilots Investment PlanAbx Air, Inc. Pilots Investm…$219M
End-of-year total assets ($M) among The Ethan Allen Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$195M
Net Assets (End of Year)$219M
Net Income$24M
Employer EIN202991357
Plan Effective Date1989-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethan Allen Global, Inc.)

Sponsor-wide plan assets over time

All Ethan Allen Global, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$230M 17.87530977408164% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $195M $230M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 2,241 $195M
2023 1 2,137 $219M
2024 1 1,998 $230M

Nearby 401(k) Plans in Connecticut

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

The Ethan Allen Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Ethan Allen Retirement Savings Plan, Total assets ($B): 0.219259598 · Participants: 2137The Ethan Allen Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The Ethan Allen Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Ethan Allen Retirement Savings Plan side-by-side with 3 peers →

The Ethan Allen Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Zbi Multiple Employer 401(k) Retirement Plan in NY ($219M); by covered participants it is Amadeus North America, Inc. 401(k) Plan in FL (2,137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($219M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,137 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 The Ethan Allen Retirement Savings Plan assets move in 2023? ▼
The Ethan Allen Retirement Savings Plan grew at a solid clip - up 12.2% during 2023, from $195M to $219M. Reported net income was $24M.
How have Ethan Allen Global, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethan Allen Global, Inc.'s sponsor-wide assets grew 17.9%, from $195M to $230M.
Where does The Ethan Allen Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Ethan Allen Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Ethan Allen Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zbi Multiple Employer 401(k) Retirement Plan in NY ($219M, 184 participants).
Which 401(k) plans cover a similar participant headcount to The Ethan Allen Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amadeus North America, Inc. 401(k) Plan in FL (2,137 participants, $438M 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 202991357.

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.