ESOP · DOL Form 5500 · 2023
Eileen Fisher, Inc. ESOP
Data updated 2026-08-11
- $26M
- Total assets
- 675
- Participants
- 77th
- Percentile by assets
- $38,463
- Avg per participant
Official DOL plan name: Eileen Fisher, Inc. Employee Stock Ownership Plan · Sponsored by Eileen Fisher, Inc. · New York · Retail Trade
$26M in assets, 675 participants
Eileen Fisher, Inc.'s Eileen Fisher, Inc. Employee Stock Ownership Plan reported $26M in total assets and 675 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 127,072 plans)
- #7,234 in Retail Trade (8,414 peers)
Where Eileen Fisher, Inc. Employee Stock Ownership Plan sits by assets
Eileen Fisher, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 675 participants (~$38,463/participant), down 11.9% in 2023.
- $26M
- total plan assets (2023 EOY)
- 675
- covered participants
- 77th
- percentile by assets (of 127,072 plans)
- $38,463
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eileen Fisher, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Eileen Fisher, Inc. Employee Stock Ownership Plan reported participants rose from 537 in the plan year 2022 filing to 675 in the plan year 2023 filing.
- Eileen Fisher, Inc. Employee Stock Ownership Plan end-of-year assets fell from $29M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Eileen Fisher, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Eileen Fisher, Inc. Employee Stock Ownership Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$3M |
| Employer EIN | 133359549 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING 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 |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Eileen Fisher, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Eileen Fisher, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Eileen Fisher, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Eileen Fisher, Inc. plan assets changed over time? ▼
Where does Eileen Fisher, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Eileen Fisher, Inc. Employee Stock Ownership Plan? ▼
Next read for Eileen Fisher, Inc. Employee Stock Owner…
Scale reading
Ways to act on Eileen Fisher, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Eileen Fisher, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Eileen Fisher, Inc.'s sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Retail Trade plans