401(k) · DOL Form 5500 · 2023

Evercore Partners Services East, LLC 401(k) Plan

Data updated 2026-08-25

$282M
Total assets Near avg plan size
1,576
Participants Near avg headcount
96th
Percentile by assets National rank
$178,936
Avg per participant Above avg balance/head
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Official DOL plan name: Evercore Partners Services East, LLC Retirement Plan · Sponsored by Evercore Partners Services East, LLC · New York · Finance & Insurance

$282M in assets, 1,576 participants

Evercore Partners Services East, LLC's Evercore Partners Services East, LLC Retirement Plan reported $282M in total assets and 1,576 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,274 in Finance & Insurance (8,869 peers)

Where Evercore Partners Services East, LLC Retirement Plan sits by assets

Evercore Partners Services East, LLC Retirement Plan sits in the top 5% of all filed plans by assets, $282M for 1,576 participants (~$178,936/participant), up 33.1% in 2023.

#8,274
in Finance & Insurance (8,869 peers)
+33.1%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Evercore Partners Services East, LLC Retirement Plan's outsized position by total assets

Evercore Partners Services East, LLC Retirement Plan vs every filed plan by assets

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

$282,003,129 Top 4% higher than 96% 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

Evercore Partners Services East, LLC Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evercore Partners Services East, LLC Retirement Plan lands in the large band (1,576 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evercore Partners Services East, LLC Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Evercore Partners Services East, LLC Retirement Plan end-of-year assets rose from $212M in the plan year 2022 filing to $282M in the plan year 2023 filing.
  • Evercore Partners Services East, LLC Retirement Plan reported participants rose from 1,481 in the plan year 2022 filing to 1,576 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010552543 · Evercore Partners Services East, LLC PY 2023 · 401(k)

Evercore Partners Services East, LLC Retirement Plan · $282M · 1,576 · 96th

  • BOOK $282M
  • VS-ST 1,576
  • BOY 96th
  • SCH 401(k)
  • EBSA near Doordash 401(k) Plan
  • PART ind #8274

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 →

Evercore Partners Services East, LLC Retirement Plan in the asset neighbourhood

Zoom Video Communications, Inc. 401(k) Profit Sharing Plan TrustZoom Video Communications, I…$282MFlint Group Retirement Savings PlanFlint Group Retirement Savin…$282MEvercore Partners Services East, LLC Retirement PlanEvercore Partners Services E…$282MDoordash 401(k) Plan$282MMichael Best 401(k) Plan$282M
End-of-year total assets ($M) among Evercore Partners Services East, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$212M
Net Assets (End of Year)$282M
Net Income$70M
Employer EIN010552543
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evercore Partners Services East, LLC)

Sponsor-wide plan assets over time

All Evercore Partners Services East, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$355M 67.55611349942629% vs 2022
2024 filing year
$150M$200M$250M$300M$350M$400M 202220232024 $212M $355M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 1,481 $212M
2023 1 1,576 $282M
2024 1 1,641 $355M

Nearby 401(k) Plans in New York

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

Evercore Partners Services East, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Evercore Partners Services East, LLC Retirement Plan, Total assets ($B): 0.282003129 · Participants: 1576Evercore Partners Services East, LLC Retirement 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
Evercore Partners Services East, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Evercore Partners Services East, LLC Retirement Plan side-by-side with 3 peers →

Evercore Partners Services East, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Doordash 401(k) Plan in CA ($282M); by covered participants it is Asmo North Carolina Employees' Savings and in NC (1,576 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($282M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,576 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 Evercore Partners Services East, LLC Retirement Plan assets move in 2023? ▼
Evercore Partners Services East, LLC Retirement Plan surged - up 33.1% during 2023, from $212M to $282M. Reported net income was $70M.
How have Evercore Partners Services East, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evercore Partners Services East, LLC's sponsor-wide assets grew 67.6%, from $212M to $355M.
Where does Evercore Partners Services East, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Evercore Partners Services East, LLC Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Evercore Partners Services East, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doordash 401(k) Plan in CA ($282M, 9,939 participants).
Which 401(k) plans cover a similar participant headcount to Evercore Partners Services East, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asmo North Carolina Employees' Savings and in NC (1,576 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 010552543.

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.