401(k) · DOL Form 5500 · 2023
Silvercrest Asset Management Group LLC 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $342,709
- Avg per participant High balance/head
Official DOL plan name: Silvercrest Asset Management Group LLC 401(k) Plan · Sponsored by Silvercrest Asset Management Group LLC · New York · Finance & Insurance
$52M in assets, 153 participants
Silvercrest Asset Management Group LLC's Silvercrest Asset Management Group LLC 401(k) Plan reported $52M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #6,953 in Finance & Insurance (8,869 peers)
Coverage in New York
Silvercrest Asset Management Group LLC 401(k) Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $52M.
- #6,953
- in Finance & Insurance (8,869 peers)
- +21.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Silvercrest Asset Management Group LLC 401(k) Plan's outsized position by total assets
Silvercrest Asset Management Group LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,434,447 Top 14% higher than 86% 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
Silvercrest Asset Management Group LLC 401(k) 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. Silvercrest Asset Management Group LLC 401(k) Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Silvercrest Asset Management Group LLC 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Silvercrest Asset Management Group LLC 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Silvercrest Asset Management Group LLC 401(k) Plan reported participants rose from 148 in the plan year 2022 filing to 153 in the plan year 2023 filing.
DOL schedule card
Filing strip 134194623 · Silvercrest Asset Management Group LLC PY 2023 · 401(k)
Silvercrest Asset Management Group LLC 401(k) Plan · $52M · 153 · 86th
- VS-ST $52M
- BOY 153
- SCH 86th
- EBSA 401(k)
- PART near Profund Advisors LLC
- TYPE ind #6953
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 →
Silvercrest Asset Management Group LLC 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $9M |
| Employer EIN | 134194623 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Silvercrest Asset Management Group LLC)
Sponsor-wide plan assets over time
All Silvercrest Asset Management Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 39.88315530475369% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $43M |
| 2023 | 1 | 153 | $52M |
| 2024 | 1 | 151 | $61M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Silvercrest Asset Management Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Profund Advisors LLC in MD ($52M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Profund Advisors LLC (MD) $52M · 147
- Nb Ventures, Inc. 401(k) Plan (NJ) $52M · 548
- Hughston Healthcare 401(k) Plan (GA) $52M · 984
- Setex, Inc. Tax Deferred Savings Plan and Trust (OH) $52M · 373
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust (TX) 153 · 0 off
- Austin Csi, LLC 401(k) Plan (TX) 153 · 0 off
- Halsey Grocery 401(k) Plan (AL) 153 · 0 off
- Easy Auto 401(k) Plan (TN) 153 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.