401(k) · DOL Form 5500 · 2023
Eisner Advisory Group, LLC 401(k) Plan
Data updated 2026-08-11
- $567M
- Total assets
- 2,683
- Participants
- 98th
- Percentile by assets
- $211,345
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $567M
- total plan assets (2023 EOY)
- 2,683
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $211,345
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Eisner Advisory Group, LLC Retirement Plan reports 2,683 participants - 3.4x that state average ($567M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $420M |
|---|---|
| Net Assets (End of Year) | $567M |
| Net Income | $147M |
| Employer EIN | 871353108 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eisner Advisory Group, LLC)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Eisner Advisory Group, LLC Retirement Plan by total assets, not by location.
- Ccl Industries 401(k) Profit-Sharing Plan (MA) $567M · 4,124
- Accruewise Pep (NJ) $567M · 5,267
- Rga Savings Plan (MO) $568M · 1,916
- Api Group, Inc. 401(k) & Profit Sharing Plan (MN) $567M · 5,691
Frequently Asked Questions
How did Eisner Advisory Group, LLC Retirement Plan assets move in 2023? ▼
How have Eisner Advisory Group, LLC plan assets changed over time? ▼
Where does Eisner Advisory Group, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Eisner Advisory Group, LLC Retirement Plan? ▼
Next read for Eisner Advisory Group, LLC Retirement Pl…
Filing takeaways
Ways to act on Eisner Advisory Group, LLC Retirement Plan's numbers.
- By total assets, Eisner Advisory Group, LLC Retirement Plan ranks in the top 5% 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
- Eisner Advisory Group, LLC's sponsor-wide assets have grown 66.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans