401(k) · DOL Form 5500 · 2024

Ethan Allen Global, Inc. 401(k) Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size
1,998
Participants Near avg headcount
95th
Percentile by assets National rank
$115,240
Avg per participant Below avg balance/head
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Official DOL plan name: The Ethan Allen Retirement Savings Plan · Sponsored by Ethan Allen Global, Inc. · Connecticut · Manufacturing

$230M in assets, 1,998 participants

Ethan Allen Global, Inc.'s The Ethan Allen Retirement Savings Plan reported $230M in total assets and 1,998 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,365 in Manufacturing (17,777 peers)

Coverage in Connecticut

The Ethan Allen Retirement Savings Plan covers 1,998 participants in Connecticut, 2.8x the typical Connecticut plan (state average ~718 per filing). Assets: $230M.

#16,365
in Manufacturing (17,777 peers)
+5.0%
assets growth YoY
2.3×
vs typical plan assets (national mean)

The Ethan Allen Retirement Savings Plan's outsized position by total assets

The Ethan Allen Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$230,249,947 Top 5% higher than 95% of 123,620 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 2024

The Ethan Allen Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ethan Allen Retirement Savings Plan lands in the large band (1,998 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Ethan Allen Retirement Savings Plan reported net income fell from $24M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Ethan Allen Retirement Savings Plan reported participants fell from 2,137 in the plan year 2023 filing to 1,998 in the plan year 2024 filing.
  • The Ethan Allen Retirement Savings Plan end-of-year assets rose from $219M in the plan year 2023 filing to $230M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 202991357 · Ethan Allen Global, Inc. PY 2024 · 401(k)

The Ethan Allen Retirement Savings Plan · $230M · 1,998 · 95th

  • NET $230M
  • BOOK 1,998
  • VS-ST 95th
  • BOY 401(k)
  • SCH near Westfield, LLC 401(k) Plan
  • EBSA ind #16365

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 Manufacturing retirement plans → · Plans in Connecticut →

The Ethan Allen Retirement Savings Plan in the asset neighbourhood

The Glenmede Corporation Savings and Investment PlanThe Glenmede Corporation Sav…$230MThe Ethan Allen Retirement Savings PlanThe Ethan Allen Retirement S…$230MWestfield, LLC 401(k) Plan$230MTranscore 401(k) Retirement PlanTranscore 401(k) Retirement …$230MEf Education 401(k) Retirement Savings PlanEf Education 401(k) Retireme…$230M
End-of-year total assets ($M) among The Ethan Allen Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$230M
Net Income$11M
Employer EIN202991357
Plan Effective Date1989-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethan Allen Global, Inc.)

Sponsor-wide plan assets over time

All Ethan Allen Global, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$230M 17.87530977408164% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $195M $230M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 2,241 $195M
2023 1 2,137 $219M
2024 1 1,998 $230M

Nearby 401(k) Plans in Connecticut

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

The Ethan Allen Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Ethan Allen Retirement Savings Plan, Total assets ($B): 0.230249947 · Participants: 1998The Ethan Allen Retirement Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
The Ethan Allen Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Ethan Allen Retirement Savings Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Westfield, LLC 401(k) Plan in CA ($230M); by covered participants it is Dp Fox Holdings 401(k) Plan in MI (1,999 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($230M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,998 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Ethan Allen Retirement Savings Plan assets move in 2024? ▼
The Ethan Allen Retirement Savings Plan grew at a solid clip - up 5.0% during 2024, from $219M to $230M. Reported net income was $11M.
How have Ethan Allen Global, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethan Allen Global, Inc.'s sponsor-wide assets grew 17.9%, from $195M to $230M.
Where does The Ethan Allen Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Ethan Allen Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Ethan Allen Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westfield, LLC 401(k) Plan in CA ($230M, 443 participants).
Which 401(k) plans cover a similar participant headcount to The Ethan Allen Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dp Fox Holdings 401(k) Plan in MI (1,999 participants, $113M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202991357.

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.