401(k) · DOL Form 5500 · 2023

Centerview Partners LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
444
Participants Below avg headcount
87th
Percentile by assets National rank
$124,593
Avg per participant Near avg balance/head
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Official DOL plan name: Centerview Partners LLC 401(k) Plan · Sponsored by Centerview Partners LLC · New York · Finance & Insurance

$55M in assets, 444 participants

Centerview Partners LLC's Centerview Partners LLC 401(k) Plan reported $55M in total assets and 444 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,038 in Finance & Insurance (8,869 peers)

Where Centerview Partners LLC 401(k) Plan sits by assets

Centerview Partners LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 444 participants (~$124,593/participant), up 38.3% in 2023.

#7,038
in Finance & Insurance (8,869 peers)
+38.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Centerview Partners LLC 401(k) Plan's outsized position by total assets

Centerview Partners LLC 401(k) Plan vs every filed plan by assets

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

$55,319,433 Top 13% higher than 87% 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

Centerview Partners 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. Centerview Partners LLC 401(k) Plan sits mid-pack in the medium band (444 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Centerview Partners LLC 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Centerview Partners LLC 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Centerview Partners LLC 401(k) Plan reported participants rose from 407 in the plan year 2022 filing to 444 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200834979 · Centerview Partners LLC PY 2023 · 401(k)

Centerview Partners LLC 401(k) Plan · $55M · 444 · 87th

  • IND $55M
  • IND 444
  • IND 87th
  • IND 401(k)
  • IND near Orthocincy Retirement Plan
  • IND ind #7038

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 →

Centerview Partners LLC 401(k) Plan in the asset neighbourhood

Gf Machining Solutions Retirement Savings PlanGf Machining Solutions Retir…$55MCenterview Partners LLC 401(k) PlanCenterview Partners LLC 401(…$55MOrthocincy Retirement Plan$55MSavant Capital, LLC 401(k) PlanSavant Capital, LLC 401(k) P…$55MBatescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) FeaturesBatescarey LLP Profit Sharin…$55M
End-of-year total assets ($M) among Centerview Partners 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)$40M
Net Assets (End of Year)$55M
Net Income$15M
Employer EIN200834979
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Centerview Partners LLC)

Sponsor-wide plan assets over time

All Centerview Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$73M 82.27273513496651% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $40M $72.9M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 407 $40M
2023 1 444 $55M
2024 1 416 $73M

Nearby 401(k) Plans in New York

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

Centerview Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Centerview Partners LLC 401(k) Plan, Total assets ($B): 0.055319433 · Participants: 444Centerview Partners LLC 401(k) 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
Centerview Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Centerview Partners LLC 401(k) Plan side-by-side with 3 peers →

Centerview Partners LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Orthocincy Retirement Plan in KY ($55M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (444 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 Centerview Partners LLC 401(k) Plan assets move in 2023? ▼
Centerview Partners LLC 401(k) Plan surged - up 38.3% during 2023, from $40M to $55M. Reported net income was $15M.
How have Centerview Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Centerview Partners LLC's sponsor-wide assets grew 82.3%, from $40M to $73M.
Where does Centerview Partners LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Centerview Partners LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Centerview Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthocincy Retirement Plan in KY ($55M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Centerview Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants, $37M 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 200834979.

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.