401(k) · DOL Form 5500 · 2023

The Nassau Financial Group 401(k) Plan

Data updated 2026-08-11

$211M
Total assets
468
Participants
95th
Percentile by assets
$450,542
Avg per participant
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Official DOL plan name: The Nassau Companies of New York Savings and Investment Plan · Sponsored by The Nassau Financial Group · Connecticut · Finance & Insurance

$211M in assets, 468 participants

The Nassau Financial Group's The Nassau Companies of New York Savings and Investment Plan reported $211M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #8,147 in Finance & Insurance (8,869 peers)

Where The Nassau Companies of New York Savings and Investment Plan sits by assets

The Nassau Companies of New York Savings and Investment Plan sits in the top 5% of all filed plans by assets, $211M for 468 participants (~$450,542/participant), up 10.7% in 2023.

$211M
total plan assets (2023 EOY)
468
covered participants
95th
percentile by assets (of 127,072 plans)
$450,542
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Nassau Companies of New York Savings and Investment Plan reported net income rose from -$55M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • The Nassau Companies of New York Savings and Investment Plan end-of-year assets rose from $191M in the plan year 2022 filing to $211M in the plan year 2023 filing.
  • The Nassau Companies of New York Savings and Investment Plan reported participants fell from 489 in the plan year 2022 filing to 468 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Finance & Insurance

The Nassau Companies of New York Savings and Investment Plan vs the 2023 asset distribution

By assets, The Nassau Companies of New York Savings and Investment Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$191M
Net Assets (End of Year)$211M
Net Income$20M
Employer EIN061599088
Plan Effective Date1973-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Nassau Financial Group)

$600M$650M$700M$750M 202220232024 $644M $716M ▲ +11.2%
Total plan assets by year, all The Nassau Financial Group plans on file
Year Plans Participants Total Assets
2022 2 661 $644M
2023 2 620 $688M
2024 2 656 $716M

Nearby 401(k) Plans in Connecticut

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

The Nassau Companies of New York Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

The Nassau Companies of New York Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Nassau Companies…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Xerox Corporation Sa…Eversource 401(k) Plan
The Nassau Companies of New York Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Nassau Companies of New York Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Nassau Companies of New York Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did The Nassau Companies of New York Savings and Investment Plan assets move in 2023? ▼
The Nassau Companies of New York Savings and Investment Plan grew at a solid clip - up 10.7% during 2023, from $191M to $211M. Reported net income was $20M.
How have The Nassau Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nassau Financial Group's sponsor-wide assets grew 11.2%, from $644M to $716M.
Where does The Nassau Companies of New York Savings and Investment Plan rank by assets among Form 5500 filers? ▼
The Nassau Companies of New York Savings and Investment Plan ranks in the 95th 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 The Nassau Companies of New York Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ej USA, Inc. 401(k) Savings Plan in MI ($211M, 1,322 participants).

Next read for The Nassau Companies of New York Savings…

Scale reading

Ways to act on The Nassau Companies of New York Savings and Investment Plan's numbers.

  • By total assets, The Nassau Companies of New York Savings and Investment 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 Connecticut. Compare plans
  • The Nassau Financial Group's sponsor-wide assets have grown 11.2% 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 061599088.

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.