401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$144M
Total assets: 207
Participants: 93rd
Percentile by assets: $697,144
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$144M
total plan assets (2023 EOY): 207
covered participants: 93rd
percentile by assets (of 127,072 plans): $697,144
avg assets per participant

Where Select Equity Group, L.P. 401(k) Psp and Trust sits 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

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 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 →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Select Equity Group, L.P. 401(k) Psp and Trust reports 207 participants - about 26% of that state average ($144M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$122M
Net Assets (End of Year)	$144M
Net Income	$22M
Employer EIN	463465710
Plan Effective Date	1996-08-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Select Equity Group, L.P. plans on file

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

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Select Equity Group, L.P. 401(k) Psp and… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Select Equity Group, L.P. 401(k) Psp and Trust by total assets, not by location.

Cellmark Profit Sharing Plan and Trust (CT) $144M · 522
Orthotennessee 401(k) Plan (TN) $144M · 569
Graftech International Holdings Inc. Savings Plan (OH) $144M · 336
Michigan State University Federal Credit Union (MI) $144M · 1,214

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).

Next read for Select Equity Group, L.P. 401(k) Psp and…

Filing takeaways

Ways to act on Select Equity Group, L.P. 401(k) Psp and Trust's numbers.

By total assets, Select Equity Group, L.P. 401(k) Psp and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Select Equity Group, L.P.'s sponsor-wide assets have grown 33.9% 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 463465710.