Defined Benefit (Pension) · DOL Form 5500 · 2023

Expert Solutions Insurance Brokerage LLC Pension Plan

Data updated 2026-08-25

$610K
Total assets Small plan by assets
6
Participants Small participant base
20th
Percentile by assets National rank
$101,719
Avg per participant Below avg balance/head
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Official DOL plan name: Expert Solutions Insurance Brokerage Cash Balance Plan · Sponsored by Expert Solutions Insurance Brokerage LLC · New York · Finance & Insurance

$610K in assets, 6 participants

Expert Solutions Insurance Brokerage LLC's Expert Solutions Insurance Brokerage Cash Balance Plan reported $610K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,077 in Finance & Insurance (8,869 peers)

Expert Solutions Insurance Brokerage LLC multi-year trail

Expert Solutions Insurance Brokerage LLC's plans moved +41.9% in assets from 2023 to 2024; this filing shows Expert Solutions Insurance Brokerage Cash Balance Plan at $610K / 6 participants.

#1,077
in Finance & Insurance (8,869 peers)
+55.9%
assets growth YoY

Expert Solutions Insurance Brokerage Cash Balance Plan among the smaller filed plans by assets

Expert Solutions Insurance Brokerage Cash Balance Plan vs every filed plan by assets

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

$610,312 20th percentile higher than 20% 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

Expert Solutions Insurance Brokerage Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Expert Solutions Insurance Brokerage Cash Balance Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 461317330 · Expert Solutions Insurance Brokerage LLC PY 2023 · Defined Benefit (Pension)

Expert Solutions Insurance Brokerage Cash Balance Plan · $610K · 6 · 20th

  • PART $610K
  • TYPE 6
  • NET 20th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Pension Plan for Employees of Union Storage & Transfer Company
  • BOY ind #1077

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 →

Expert Solutions Insurance Brokerage Cash Balance Plan in the asset neighbourhood

Expert Solutions Insurance Brokerage Cash Balance PlanExpert Solutions Insurance B…$610KPension Plan for Employees of Union Storage & Transfer CompanyPension Plan for Employees o…$609KThe Kendal Corporation Pension PlanThe Kendal Corporation Pensi…$607KGenesis Healthcare System Employee's Retirement PlanGenesis Healthcare System Em…$605KHeat Trace Products LLC Cash Balance PlanHeat Trace Products LLC Cash…$603K
End-of-year total assets ($M) among Expert Solutions Insurance Brokerage Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Expert Solutions Insurance Brokerage LLC multi-year asset trail

Sponsor-wide plan assets over time

All Expert Solutions Insurance Brokerage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$866K 41.86579978764959% vs 2023
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 20232024 $0.61M $0.87M ▲ +42.6%
Year Plans Participants Total Assets
2023 1 6 $610K
2024 1 7 $866K

Expert Solutions Insurance Brokerage LLC filing trail (2023)

Total Assets (Beginning of Year)$391K
Net Assets (End of Year)$610K
Net Income$219K
Employer EIN461317330
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Expert Solutions Insurance Brokerage Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Expert Solutions Insurance Brokerage Cash Balance Plan, Total assets ($B): 0.000610312 · Participants: 6Expert Solutions Insurance Brokerage Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Expert Solutions Insurance Brokerage Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Expert Solutions Insurance Brokerage Cash Balance Plan side-by-side with 3 peers →

Expert Solutions Insurance Brokerage Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Union Storage & Transfer Company in ND ($609K); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Expert Solutions Insurance Brokerage Cash Balance Plan assets move in 2023? ▼
Expert Solutions Insurance Brokerage Cash Balance Plan surged - up 55.9% during 2023, from $391K to $610K. Reported net income was $219K.
How have Expert Solutions Insurance Brokerage LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Expert Solutions Insurance Brokerage LLC's sponsor-wide assets grew 41.9%, from $610K to $866K.
Where does Expert Solutions Insurance Brokerage Cash Balance Plan rank by assets among Form 5500 filers? ▼
Expert Solutions Insurance Brokerage Cash Balance Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Expert Solutions Insurance Brokerage Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Union Storage & Transfer Company in ND ($609K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Expert Solutions Insurance Brokerage Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants, N/A 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 461317330.

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.