401(k) · DOL Form 5500 · 2023

Select Equity Group, L.P. 401(k) Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
207
Participants Below avg headcount
93rd
Percentile by assets National rank
$697,144
Avg per participant High balance/head
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Official DOL plan name: Select Equity Group, L.P. 401(k) Psp and Trust · Sponsored by Select Equity Group, L.P. · New York · Finance & Insurance

$144M in assets, 207 participants

Select Equity Group, L.P.'s Select Equity Group, L.P. 401(k) Psp and Trust reported $144M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,945 in Finance & Insurance (8,869 peers)

Coverage in New York

Select Equity Group, L.P. 401(k) Psp and Trust covers 207 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $144M.

#7,945
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Select Equity Group, L.P. 401(k) Psp and Trust's outsized position by total assets

Select Equity Group, L.P. 401(k) Psp and Trust vs every filed plan by assets

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

$144,308,818 Top 7% higher than 93% 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

Select Equity Group, L.P. 401(k) Psp and Trust 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. Select Equity Group, L.P. 401(k) Psp and Trust sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Select Equity Group, L.P. 401(k) Psp and Trust reported net income rose from -$30M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Select Equity Group, L.P. 401(k) Psp and Trust end-of-year assets rose from $122M in the plan year 2022 filing to $144M in the plan year 2023 filing.
  • Select Equity Group, L.P. 401(k) Psp and Trust reported participants rose from 185 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463465710 · Select Equity Group, L.P. PY 2023 · 401(k)

Select Equity Group, L.P. 401(k) Psp and Trust · $144M · 207 · 93rd

  • VS-ST $144M
  • VS-ST 207
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near Cellmark Profit Sharing Plan and Trust
  • VS-ST ind #7945

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 Finance & Insurance retirement plans → · Plans in New York →

Select Equity Group, L.P. 401(k) Psp and Trust in the asset neighbourhood

Orthotennessee 401(k) Plan$144MSelect Equity Group, L.P. 401(k) Psp and TrustSelect Equity Group, L.P. 40…$144MCellmark Profit Sharing Plan and TrustCellmark Profit Sharing Plan…$144MGraftech International Holdings Inc. Savings PlanGraftech International Holdi…$144MMichigan State University Federal Credit UnionMichigan State University Fe…$144M
End-of-year total assets ($M) among Select Equity Group, L.P. 401(k) Psp and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$144M
Net Income$22M
Employer EIN463465710
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Select Equity Group, L.P.)

Sponsor-wide plan assets over time

All Select Equity Group, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$164M 33.896598201966455% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $164M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 185 $122M
2023 1 207 $144M
2024 1 201 $164M

Nearby 401(k) Plans in New York

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

Select Equity Group, L.P. 401(k) Psp and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Select Equity Group, L.P. 401(k) Psp and Trust, Total assets ($B): 0.144308818 · Participants: 207Select Equity Group, L.P. 401(k) Psp and TrustIBM 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
Select Equity Group, L.P. 401(k) Psp and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Select Equity Group, L.P. 401(k) Psp and Trust side-by-side with 3 peers →

Select Equity Group, L.P. 401(k) Psp and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cellmark Profit Sharing Plan and Trust in CT ($144M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($144M here).

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Select Equity Group, L.P. 401(k) Psp and Trust assets move in 2023? ▼
Select Equity Group, L.P. 401(k) Psp and Trust grew sharply - up 18.2% during 2023, from $122M to $144M. Reported net income was $22M.
How have Select Equity Group, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Select Equity Group, L.P.'s sponsor-wide assets grew 33.9%, from $122M to $164M.
Where does Select Equity Group, L.P. 401(k) Psp and Trust rank by assets among Form 5500 filers? ▼
Select Equity Group, L.P. 401(k) Psp and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Select Equity Group, L.P. 401(k) Psp and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cellmark Profit Sharing Plan and Trust in CT ($144M, 522 participants).
Which 401(k) plans cover a similar participant headcount to Select Equity Group, L.P. 401(k) Psp and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 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 463465710.

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.