401(k) · DOL Form 5500 · 2023

First Eagle Investment Management, LLC 401(k) Plan

Data updated 2026-08-11

$177M
Total assets: 559
Participants: 94th
Percentile by assets: $316,171
Avg per participant

Official DOL plan name: First Eagle Investment Management 401(k) Retirement Savings Plan · Sponsored by First Eagle Investment Management, LLC · New York · Finance & Insurance

$177M in assets, 559 participants

First Eagle Investment Management, LLC's First Eagle Investment Management 401(k) Retirement Savings Plan reported $177M in total assets and 559 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 127,072 plans)
#8,056 in Finance & Insurance (8,869 peers)

Where First Eagle Investment Management 401(k) Retirement Savings Plan sits by assets

First Eagle Investment Management 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $177M for 559 participants (~$316,171/participant), up 29.8% in 2023.

$177M
total plan assets (2023 EOY): 559
covered participants: 94th
percentile by assets (of 127,072 plans): $316,171
avg assets per participant

First Eagle Investment Management 401(k) Retirement Savings Plan reported net income rose from -$733K in the plan year 2022 filing to $41M in the plan year 2023 filing.
First Eagle Investment Management 401(k) Retirement Savings Plan end-of-year assets rose from $136M in the plan year 2022 filing to $177M in the plan year 2023 filing.
First Eagle Investment Management 401(k) Retirement Savings Plan reported participants rose from 449 in the plan year 2022 filing to 559 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

First Eagle Investment Management 401(k) Retirement Savings Plan vs the 2023 asset distribution

By assets, First Eagle Investment Management 401(k) Retirement Savings Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$136M
Net Assets (End of Year)	$177M
Net Income	$41M
Employer EIN	571156902
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (First Eagle Investment Management, LLC)

Total plan assets by year, all First Eagle Investment Management, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	449	$136M
2023	1	559	$177M
2024	1	586	$217M

Nearby 401(k) Plans in New York

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

First Eagle Investment Management 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare First Eagle Investment Management 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to First Eagle Investment Management 401(k) Retirement Savings Plan by total assets, not by location.

Reh Services 401(k) Plan (UT) $177M · 2,041
Htc Global Services, Inc. Savings Incentive Plan (MI) $177M · 1,749
Flexcon Holdings Trust Retirement Plan (MA) $177M · 988
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust (IL) $177M · 214

Frequently Asked Questions

How did First Eagle Investment Management 401(k) Retirement Savings Plan assets move in 2023? ▼

First Eagle Investment Management 401(k) Retirement Savings Plan grew sharply - up 29.8% during 2023, from $136M to $177M. Reported net income was $41M.

How have First Eagle Investment Management, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), First Eagle Investment Management, LLC's sponsor-wide assets grew 59.1%, from $136M to $217M.

Where does First Eagle Investment Management 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

First Eagle Investment Management 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to First Eagle Investment Management 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Reh Services 401(k) Plan in UT ($177M, 2,041 participants).

Next read for First Eagle Investment Management 401(k)…

Scale reading

Ways to act on First Eagle Investment Management 401(k) Retirement Savings Plan's numbers.

By total assets, First Eagle Investment Management 401(k) Retirement Savings Plan ranks in the top 10% 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
First Eagle Investment Management, LLC's sponsor-wide assets have grown 59.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 571156902.