401(k)
2023 plan-year 401(k) DOL Form 5500

Eileen Fisher, Inc. 401(k) Employee Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Eileen Fisher, Inc. · New York · Manufacturing

What the 2023 filing shows

Eileen Fisher, Inc. 401(k) Employee Savings Plan holds $83M for 770 participants — about $107,810 per participant, up 11.4% over the 2023 plan year.

$83M
total plan assets (2023 EOY)
770
covered participants
$107,810
avg assets per participant
+11.4%
assets growth YoY
Total Assets (2023)
$83M
Participants
770
State
Industry
Manufacturing

What the Filing Says About Eileen Fisher, Inc. 401(k) Employee Savings Plan

Eileen Fisher, Inc. 401(k) Employee Savings Plan is a 401(k) retirement plan sponsored by Eileen Fisher, Inc., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $83M in total end-of-year assets and covers 770 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 133359549, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $75M at the beginning of 2023 to $83M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $83M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$75M
Total Assets (End of Year)$83M
Net Assets (End of Year)$83M
Net Income$9M
Plan Type401(k)
Employer EIN133359549
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eileen Fisher, Inc.)

Year Plans Participants Total Assets
2022 2 1,256 $104M
2023 2 1,445 $109M
2024 2 1,523 $117M

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Frequently Asked Questions

How much money is in the Eileen Fisher, Inc. 401(k) Employee Savings Plan?
As of the 2023 Form 5500 filing, Eileen Fisher, Inc. 401(k) Employee Savings Plan holds $83M in total assets with 770 participants. It is sponsored by Eileen Fisher, Inc..
What type of plan is Eileen Fisher, Inc. 401(k) Employee Savings Plan?
Eileen Fisher, Inc. 401(k) Employee Savings Plan is a 401(k) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 133359549.
Who sponsors the Eileen Fisher, Inc. 401(k) Employee Savings Plan?
Eileen Fisher, Inc. 401(k) Employee Savings Plan is sponsored by Eileen Fisher, Inc., located in New York. The sponsor's EIN is 133359549 and the plan operates in the Manufacturing industry.
How did Eileen Fisher, Inc. 401(k) Employee Savings Plan perform in 2023?
Eileen Fisher, Inc. 401(k) Employee Savings Plan grew by 11.4% during 2023, moving from $75M to $83M in total assets. Net income was $9M.
Where can I find official filings for Eileen Fisher, Inc. 401(k) Employee Savings Plan?
Official Form 5500 filings for Eileen Fisher, Inc. 401(k) Employee Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133359549 or plan name at efast.dol.gov.
How does Eileen Fisher, Inc. 401(k) Employee Savings Plan compare to other plans?
You can compare Eileen Fisher, Inc. 401(k) Employee Savings Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 133359549.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.