401(k) · DOL Form 5500 · 2023

Evercore Partners Services East, LLC 401(k) Plan

Data updated 2026-08-11

$282M
Total assets
1,576
Participants
96th
Percentile by assets
$178,936
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$282M
total plan assets (2023 EOY)
1,576
covered participants
96th
percentile by assets (of 127,072 plans)
$178,936
avg assets per participant

Where Evercore Partners Services East, LLC Retirement Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Finance & Insurance

Evercore Partners Services East, LLC Retirement Plan vs the 2023 asset distribution

By assets, Evercore Partners Services East, LLC Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

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)

$150M$200M$250M$300M$350M$400M 202220232024 $212M $355M ▲ +67.6%
Total plan assets by year, all Evercore Partners Services East, LLC plans on file
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 ($B) Participants Evercore Partners Se…, Total assets ($B): 0.282003129 · Participants: 1576Evercore Partners Se…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Evercore Partners Services East, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Evercore Partners Services East, LLC Ret… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Evercore Partners Services East, LLC Retirement Plan by total assets, not by location.

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).

Next read for Evercore Partners Services East, LLC Ret…

Scale reading

Ways to act on Evercore Partners Services East, LLC Retirement Plan's numbers.

  • By total assets, Evercore Partners Services East, LLC Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Evercore Partners Services East, LLC's sponsor-wide assets have grown 67.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.