401(k) · DOL Form 5500 · 2023

Finkelstein & Partners, LLP 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
289
Participants Below avg headcount
83rd
Percentile by assets National rank
$143,192
Avg per participant Near avg balance/head
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Official DOL plan name: Finkelstein & Affiliated Entities 401(k) Plan · Sponsored by Finkelstein & Partners, LLP · New York · Professional & Technical Services

$41M in assets, 289 participants

Finkelstein & Partners, LLP's Finkelstein & Affiliated Entities 401(k) Plan reported $41M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,125 in Professional & Technical Services (20,321 peers)

Coverage in New York

Finkelstein & Affiliated Entities 401(k) Plan covers 289 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $41M.

#17,125
in Professional & Technical Services (20,321 peers)
+12.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Finkelstein & Affiliated Entities 401(k) Plan's outsized position by total assets

Finkelstein & Affiliated Entities 401(k) Plan vs every filed plan by assets

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

$41,382,612 Top 17% higher than 83% 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

Finkelstein & Affiliated Entities 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. Finkelstein & Affiliated Entities 401(k) Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finkelstein & Affiliated Entities 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Finkelstein & Affiliated Entities 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Finkelstein & Affiliated Entities 401(k) Plan reported participants rose from 278 in the plan year 2022 filing to 289 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141618161 · Finkelstein & Partners, LLP PY 2023 · 401(k)

Finkelstein & Affiliated Entities 401(k) Plan · $41M · 289 · 83rd

  • BOY $41M
  • BOY 289
  • BOY 83rd
  • BOY 401(k)
  • BOY near Slakey Brothers, Inc. Profit Sharing 401(k) Plan
  • BOY ind #17125

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 Professional & Technical Services retirement plans → · Plans in New York →

Finkelstein & Affiliated Entities 401(k) Plan in the asset neighbourhood

Total Team Solutions 401(k) Retirement PlanTotal Team Solutions 401(k) …$41MSchildberg Construction Company, Inc. Employees' Profit Sharing RetirementSchildberg Construction Comp…$41MFinkelstein & Affiliated Entities 401(k) PlanFinkelstein & Affiliated Ent…$41MSlakey Brothers, Inc. Profit Sharing 401(k) PlanSlakey Brothers, Inc. Profit…$41MNetrix, LLC 401(k) Plan & TrustNetrix, LLC 401(k) Plan & Tr…$41M
End-of-year total assets ($M) among Finkelstein & Affiliated Entities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN141618161
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finkelstein & Partners, LLP)

Sponsor-wide plan assets over time

All Finkelstein & Partners, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$43M 17.00668799742514% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $36.8M $43.1M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 278 $37M
2023 1 289 $41M
2024 1 277 $43M

Nearby 401(k) Plans in New York

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

Finkelstein & Affiliated Entities 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Finkelstein & Affiliated Entities 401(k) Plan, Total assets ($B): 0.041382612 · Participants: 289Finkelstein & Affiliated Entities 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
Finkelstein & Affiliated Entities 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Finkelstein & Affiliated Entities 401(k) Plan side-by-side with 3 peers →

Finkelstein & Affiliated Entities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA ($41M); by covered participants it is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Finkelstein & Affiliated Entities 401(k) Plan assets move in 2023? ▼
Finkelstein & Affiliated Entities 401(k) Plan grew at a solid clip - up 12.4% during 2023, from $37M to $41M. Reported net income was $5M.
How have Finkelstein & Partners, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finkelstein & Partners, LLP's sponsor-wide assets grew 17.0%, from $37M to $43M.
Where does Finkelstein & Affiliated Entities 401(k) Plan rank by assets among Form 5500 filers? ▼
Finkelstein & Affiliated Entities 401(k) Plan ranks in the 83rd 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 Finkelstein & Affiliated Entities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA ($41M, 496 participants).
Which 401(k) plans cover a similar participant headcount to Finkelstein & Affiliated Entities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frost Management Company 401(k) Profit Sharing Plan in FL (289 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 141618161.

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.