401(k) · DOL Form 5500 · 2023

Eagle Global Advisors, L.L.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
24
Participants Small participant base
70th
Percentile by assets National rank
$731,102
Avg per participant High balance/head
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Official DOL plan name: Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan · Sponsored by Eagle Global Advisors, L.L.C. · Texas · Finance & Insurance

$18M in assets, 24 participants

Eagle Global Advisors, L.L.C.'s Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan reported $18M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,978 in Finance & Insurance (8,869 peers)

Eagle Global Advisors, L.L.C. multi-year trail

Eagle Global Advisors, L.L.C.'s plans moved +20.0% in assets from 2022 to 2024; this filing shows Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan at $18M / 24 participants.

#4,978
in Finance & Insurance (8,869 peers)
-0.2%
assets change YoY

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan's outsized position by total assets

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$17,546,451 Top 30% higher than 70% 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

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing 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. Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to -$38K in the plan year 2023 filing.
  • Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan reported participants fell from 25 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760518446 · Eagle Global Advisors, L.L.C. PY 2023 · 401(k)

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan · $18M · 24 · 70th

  • TYPE $18M
  • NET 24
  • BOOK 70th
  • VS-ST 401(k)
  • BOY near American Integrity 401(k) Plan
  • SCH ind #4978

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 Texas →

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan in the asset neighbourhood

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing PlanEagle Global Advisors, L.L.C…$18MAmerican Integrity 401(k) PlanAmerican Integrity 401(k) Pl…$18MMedcare Equipment Company, LLC 401(k) PlanMedcare Equipment Company, L…$18MC&s and Affiliates 401(k) Savings Plan (B)C&s and Affiliates 401(k) Sa…$18MImplus Footcare, LLC Savings PlanImplus Footcare, LLC Savings…$18M
End-of-year total assets ($M) among Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Eagle Global Advisors, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Eagle Global Advisors, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 19.977512806786947% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.6M $21.1M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 25 $18M
2023 1 24 $18M
2024 1 24 $21M

Eagle Global Advisors, L.L.C. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$38K
Employer EIN760518446
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan, Total assets ($B): 0.017546451 · Participants: 24Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American Integrity 401(k) Plan in FL ($18M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan assets move in 2023? ▼
Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan held essentially flat - down 0.2% during 2023, from $18M to $18M. Reported net income was -$38K.
How have Eagle Global Advisors, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Global Advisors, L.L.C.'s sponsor-wide assets grew 20.0%, from $18M to $21M.
Which 401(k) plans are similar in size to Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Integrity 401(k) Plan in FL ($18M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 760518446.

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.