401(k) · DOL Form 5500 · 2023

Eisner Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$567M
Total assets Above avg plan size
2,683
Participants Above avg headcount
98th
Percentile by assets National rank
$211,345
Avg per participant Above avg balance/head
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Official DOL plan name: Eisner Advisory Group, LLC Retirement Plan · Sponsored by Eisner Advisory Group, LLC · New York · Professional & Technical Services

$567M in assets, 2,683 participants

Eisner Advisory Group, LLC's Eisner Advisory Group, LLC Retirement Plan reported $567M in total assets and 2,683 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #20,001 in Professional & Technical Services (20,321 peers)

Coverage in New York

Eisner Advisory Group, LLC Retirement Plan covers 2,683 participants in New York, 3.4x the typical New York plan (state average ~798 per filing). Assets: $567M.

#20,001
in Professional & Technical Services (20,321 peers)
+34.8%
assets growth YoY
5.7×
vs typical plan assets (national mean)

Eisner Advisory Group, LLC Retirement Plan's outsized position by total assets

Eisner Advisory Group, LLC Retirement Plan vs every filed plan by assets

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

$567,038,096 Top 2% higher than 98% 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

Eisner Advisory Group, LLC Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eisner Advisory Group, LLC Retirement Plan lands in the large band (2,683 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eisner Advisory Group, LLC Retirement Plan reported net income rose from -$39M in the plan year 2022 filing to $147M in the plan year 2023 filing.
  • Eisner Advisory Group, LLC Retirement Plan end-of-year assets rose from $420M in the plan year 2022 filing to $567M in the plan year 2023 filing.
  • Eisner Advisory Group, LLC Retirement Plan reported participants rose from 2,056 in the plan year 2022 filing to 2,683 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 871353108 · Eisner Advisory Group, LLC PY 2023 · 401(k)

Eisner Advisory Group, LLC Retirement Plan · $567M · 2,683 · 98th

  • 5500 $567M
  • 5500 2,683
  • 5500 98th
  • 5500 401(k)
  • 5500 near Ccl Industries 401(k) Profit-Sharing Plan
  • 5500 ind #20001

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 →

Eisner Advisory Group, LLC Retirement Plan in the asset neighbourhood

Rga Savings Plan$568MEisner Advisory Group, LLC Retirement PlanEisner Advisory Group, LLC R…$567MCcl Industries 401(k) Profit-Sharing PlanCcl Industries 401(k) Profit…$567MAccruewise Pep$567MApi Group, Inc. 401(k) & Profit Sharing PlanApi Group, Inc. 401(k) & Pro…$567M
End-of-year total assets ($M) among Eisner Advisory Group, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$420M
Net Assets (End of Year)$567M
Net Income$147M
Employer EIN871353108
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eisner Advisory Group, LLC)

Sponsor-wide plan assets over time

All Eisner Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$699M 66.2991725331443% vs 2022
2024 filing year
$300M$400M$500M$600M$700M$800M 202220232024 $421M $699M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 2,056 $420M
2023 1 2,683 $567M
2024 1 3,201 $699M

Nearby 401(k) Plans in New York

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

Eisner Advisory Group, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Eisner Advisory Group, LLC Retirement Plan, Total assets ($B): 0.567038096 · Participants: 2683Eisner Advisory Group, LLC Retirement 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
Eisner Advisory Group, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Eisner Advisory Group, LLC Retirement Plan side-by-side with 3 peers →

Eisner Advisory Group, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ccl Industries 401(k) Profit-Sharing Plan in MA ($567M); by covered participants it is Triumph Group, Inc. 401(k) Plan in PA (2,686 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($567M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,683 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 Eisner Advisory Group, LLC Retirement Plan assets move in 2023? ▼
Eisner Advisory Group, LLC Retirement Plan surged - up 34.8% during 2023, from $420M to $567M. Reported net income was $147M.
How have Eisner Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eisner Advisory Group, LLC's sponsor-wide assets grew 66.3%, from $420M to $699M.
Where does Eisner Advisory Group, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Eisner Advisory Group, LLC Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Eisner Advisory Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ccl Industries 401(k) Profit-Sharing Plan in MA ($567M, 4,124 participants).
Which 401(k) plans cover a similar participant headcount to Eisner Advisory Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Triumph Group, Inc. 401(k) Plan in PA (2,686 participants, $848M 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 871353108.

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.