401(k) · DOL Form 5500 · 2023

First Eagle Investment Management, LLC 401(k) Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
559
Participants Below avg headcount
94th
Percentile by assets National rank
$316,171
Avg per participant High balance/head
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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.

  • #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.

#8,056
in Finance & Insurance (8,869 peers)
+29.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

First Eagle Investment Management 401(k) Retirement Savings Plan's outsized position by total assets

First Eagle Investment Management 401(k) Retirement Savings Plan vs every filed plan by assets

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

$176,739,507 Top 6% higher than 94% 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

First Eagle Investment Management 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Eagle Investment Management 401(k) Retirement Savings Plan sits mid-pack in the medium band (559 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 571156902 · First Eagle Investment Management, LLC PY 2023 · 401(k)

First Eagle Investment Management 401(k) Retirement Savings Plan · $177M · 559 · 94th

  • TYPE $177M
  • NET 559
  • BOOK 94th
  • VS-ST 401(k)
  • BOY near Reh Services 401(k) Plan
  • SCH ind #8056

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 →

First Eagle Investment Management 401(k) Retirement Savings Plan in the asset neighbourhood

Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & TrustBanner & Witcoff, Ltd. 401(k…$177MFlexcon Holdings Trust Retirement PlanFlexcon Holdings Trust Retir…$177MHtc Global Services, Inc. Savings Incentive PlanHtc Global Services, Inc. Sa…$177MFirst Eagle Investment Management 401(k) Retirement Savings PlanFirst Eagle Investment Manag…$177MReh Services 401(k) Plan$177M
End-of-year total assets ($M) among First Eagle Investment Management 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$177M
Net Income$41M
Employer EIN571156902
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Eagle Investment Management, LLC)

Sponsor-wide plan assets over time

All First Eagle Investment Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$217M 59.07763978560689% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $136M $217M ▲ +59.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants First Eagle Investment Management 401(k) Retirement Savings Plan, Total assets ($B): 0.176739507 · Participants: 559First Eagle Investment Management 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
First Eagle Investment Management 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare First Eagle Investment Management 401(k) Retirement Savings Plan side-by-side with 3 peers →

First Eagle Investment Management 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 Reh Services 401(k) Plan in UT ($177M); by covered participants it is Remco, Inc. Employees 401(k) Plan in PA (559 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($177M here).

Similar participant headcount

Nearest other-state filings by covered participants (559 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 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).
Which 401(k) plans cover a similar participant headcount to First Eagle Investment Management 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Remco, Inc. Employees 401(k) Plan in PA (559 participants, $38M 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 571156902.

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.