401(k) · DOL Form 5500 · 2023

Instinet Incorporated 401(k) Plan

Data updated 2026-08-25

$184M
Total assets Near avg plan size
368
Participants Below avg headcount
94th
Percentile by assets National rank
$500,577
Avg per participant High balance/head
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Official DOL plan name: The Instinet Savings Plan · Sponsored by Instinet Incorporated · New York · Finance & Insurance

$184M in assets, 368 participants

Instinet Incorporated's The Instinet Savings Plan reported $184M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,081 in Finance & Insurance (8,869 peers)

Coverage in New York

The Instinet Savings Plan covers 368 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $184M.

#8,081
in Finance & Insurance (8,869 peers)
+15.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

The Instinet Savings Plan's outsized position by total assets

The Instinet Savings Plan vs every filed plan by assets

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

$184,212,368 Top 6% higher than 94% 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

The Instinet Savings Plan 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. The Instinet Savings Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Instinet Savings Plan reported net income rose from -$35M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The Instinet Savings Plan end-of-year assets rose from $159M in the plan year 2022 filing to $184M in the plan year 2023 filing.
  • The Instinet Savings Plan reported participants rose from 363 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203880413 · Instinet Incorporated PY 2023 · 401(k)

The Instinet Savings Plan · $184M · 368 · 94th

  • 5500 $184M
  • ASSETS 368
  • PCT 94th
  • EIN 401(k)
  • RANK near Bulab Profit Sharing and 401(k) Plan
  • PHOTO ind #8081

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 →

The Instinet Savings Plan in the asset neighbourhood

Cascade Corporation Savings and Investment PlanCascade Corporation Savings …$184MThe Instinet Savings Plan$184MBulab Profit Sharing and 401(k) PlanBulab Profit Sharing and 401…$184MIntrust 401(k) Plan$184MEndeavor Air Savings Plan$184M
End-of-year total assets ($M) among The Instinet Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$184M
Net Income$25M
Employer EIN203880413
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Instinet Incorporated)

Sponsor-wide plan assets over time

All Instinet Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$200M 25.791309681602154% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $159M $200M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 363 $159M
2023 1 368 $184M
2024 1 362 $200M

Nearby 401(k) Plans in New York

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

The Instinet Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Instinet Savings Plan, Total assets ($B): 0.184212368 · Participants: 368The Instinet Savings 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
The Instinet Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Instinet Savings Plan side-by-side with 3 peers →

The Instinet Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bulab Profit Sharing and 401(k) Plan in TN ($184M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 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 The Instinet Savings Plan assets move in 2023? ▼
The Instinet Savings Plan grew sharply - up 15.8% during 2023, from $159M to $184M. Reported net income was $25M.
How have Instinet Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Instinet Incorporated's sponsor-wide assets grew 25.8%, from $159M to $200M.
Where does The Instinet Savings Plan rank by assets among Form 5500 filers? ▼
The Instinet Savings Plan ranks in the 94th 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 The Instinet Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bulab Profit Sharing and 401(k) Plan in TN ($184M, 497 participants).
Which 401(k) plans cover a similar participant headcount to The Instinet Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 203880413.

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.