401(k) · DOL Form 5500 · 2023

Emoney Advisor, LLC 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
679
Participants Below avg headcount
90th
Percentile by assets National rank
$118,963
Avg per participant Near avg balance/head
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Official DOL plan name: Emoney Advisor, LLC 401(k) Plan · Sponsored by Emoney Advisor, LLC · Pennsylvania · Finance & Insurance

$81M in assets, 679 participants

Emoney Advisor, LLC's Emoney Advisor, LLC 401(k) Plan reported $81M in total assets and 679 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,469 in Finance & Insurance (8,869 peers)

Where Emoney Advisor, LLC 401(k) Plan sits by assets

Emoney Advisor, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $81M for 679 participants (~$118,963/participant), up 30.2% in 2023.

#7,469
in Finance & Insurance (8,869 peers)
+30.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Emoney Advisor, LLC 401(k) Plan's outsized position by total assets

Emoney Advisor, LLC 401(k) Plan vs every filed plan by assets

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

$80,775,886 Top 10% higher than 90% 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

Emoney Advisor, LLC 401(k) 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. Emoney Advisor, LLC 401(k) Plan sits mid-pack in the medium band (679 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emoney Advisor, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Emoney Advisor, LLC 401(k) Plan end-of-year assets rose from $62M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Emoney Advisor, LLC 401(k) Plan reported participants rose from 640 in the plan year 2022 filing to 679 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 264703468 · Emoney Advisor, LLC PY 2023 · 401(k)

Emoney Advisor, LLC 401(k) Plan · $81M · 679 · 90th

  • PHOTO $81M
  • PHOTO 679
  • PHOTO 90th
  • PHOTO 401(k)
  • PHOTO near Altus Group 401(k) Plan
  • PHOTO ind #7469

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 Pennsylvania →

Emoney Advisor, LLC 401(k) Plan in the asset neighbourhood

Sheehan Phinney Bass & Green PA Profit Sharing Plan and TrustSheehan Phinney Bass & Green…$81MThe Stepping Stones Group Retirement PlanThe Stepping Stones Group Re…$81MEmoney Advisor, LLC 401(k) PlanEmoney Advisor, LLC 401(k) P…$81MAltus Group 401(k) Plan$81MBracebridge Capital, LLC 401(k) Profit Sharing PlanBracebridge Capital, LLC 401…$81M
End-of-year total assets ($M) among Emoney Advisor, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$81M
Net Income$19M
Employer EIN264703468
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emoney Advisor, LLC)

Sponsor-wide plan assets over time

All Emoney Advisor, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$100M 61.73820437859617% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $62M $100M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 640 $62M
2023 1 679 $81M
2024 1 610 $100M

Nearby 401(k) Plans in Pennsylvania

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

Emoney Advisor, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Emoney Advisor, LLC 401(k) Plan, Total assets ($B): 0.080775886 · Participants: 679Emoney Advisor, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Emoney Advisor, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Emoney Advisor, LLC 401(k) Plan side-by-side with 3 peers →

Emoney Advisor, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Altus Group 401(k) Plan in TX ($81M); by covered participants it is Vaughn Industries, LLC 401(k) Profit Sharing Plan in OH (679 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (679 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 Emoney Advisor, LLC 401(k) Plan assets move in 2023? ▼
Emoney Advisor, LLC 401(k) Plan surged - up 30.2% during 2023, from $62M to $81M. Reported net income was $19M.
How have Emoney Advisor, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emoney Advisor, LLC's sponsor-wide assets grew 61.7%, from $62M to $100M.
Where does Emoney Advisor, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Emoney Advisor, LLC 401(k) Plan ranks in the 90th 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 Emoney Advisor, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altus Group 401(k) Plan in TX ($81M, 764 participants).
Which 401(k) plans cover a similar participant headcount to Emoney Advisor, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Industries, LLC 401(k) Profit Sharing Plan in OH (679 participants, $75M 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 264703468.

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.