401(k) · DOL Form 5500 · 2023

Eos Investors LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,670
Participants Near avg headcount
71st
Percentile by assets National rank
$10,952
Avg per participant Low balance/head
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Official DOL plan name: Eos Retirement Plan · Sponsored by Eos Investors LLC · New York · Food Services & Accommodation

$18M in assets, 1,670 participants

Eos Investors LLC's Eos Retirement Plan reported $18M in total assets and 1,670 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,516 in Food Services & Accommodation (3,828 peers)

Coverage in New York

Eos Retirement Plan covers 1,670 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $18M.

#3,516
in Food Services & Accommodation (3,828 peers)
+76.5%
assets growth YoY

Eos Retirement Plan's outsized position by total assets

Eos Retirement Plan vs every filed plan by assets

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

$18,289,163 Top 29% higher than 71% 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

Eos 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. Eos Retirement Plan lands in the large band (1,670 participants).

DOL schedule card

Filing strip 815200280 · Eos Investors LLC PY 2023 · 401(k)

Eos Retirement Plan · $18M · 1,670 · 71st

  • PCT $18M
  • EIN 1,670
  • RANK 71st
  • PHOTO 401(k)
  • IND near Akrion Technologies, Inc. 401(k) Plan
  • EOY ind #3516

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 Food Services & Accommodation retirement plans → · Plans in New York →

Eos Retirement Plan in the asset neighbourhood

Eos Retirement Plan$18MAkrion Technologies, Inc. 401(k) PlanAkrion Technologies, Inc. 40…$18MSofttech Solutions Inc 401(k) Profit Sharing Plan & TrustSofttech Solutions Inc 401(k…$18MGranite Group 401(k) Pep$18MThe Bay 101 401(k) Plan$18M
End-of-year total assets ($M) among Eos Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$18M
Net Income$8M
Employer EIN815200280
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eos Investors LLC)

Sponsor-wide plan assets over time

All Eos Investors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 45.767108095652056% vs 2023
2024 filing year
$15M$20M$25M$30M 20232024 $18.3M $26.7M ▲ +45.8%
Year Plans Participants Total Assets
2023 1 1,670 $18M
2024 1 2,472 $27M

Nearby 401(k) Plans in New York

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

Eos Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Eos Retirement Plan, Total assets ($B): 0.018289163 · Participants: 1670Eos 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
Eos Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Eos Retirement Plan side-by-side with 3 peers →

Eos Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Akrion Technologies, Inc. 401(k) Plan in PA ($18M); by covered participants it is First Tech Federal Credit Union Employees Qualified Savings Plan in OR (1,670 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,670 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 Eos Retirement Plan assets move in 2023? ▼
Eos Retirement Plan surged - up 76.5% during 2023, from $10M to $18M. Reported net income was $8M.
How have Eos Investors LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Eos Investors LLC's sponsor-wide assets grew 45.8%, from $18M to $27M.
Which 401(k) plans are similar in size to Eos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Akrion Technologies, Inc. 401(k) Plan in PA ($18M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Eos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Tech Federal Credit Union Employees Qualified Savings Plan in OR (1,670 participants, $228M 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 815200280.

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.