401(k) · DOL Form 5500 · 2024
Ethan Allen Global, Inc. 401(k) Plan
Data updated 2026-08-11
- $230M
- Total assets
- 1,998
- Participants
- 95th
- Percentile by assets
- $115,240
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $230M
- total plan assets (2024 EOY)
- 1,998
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $115,240
- avg assets per participant
Where The Ethan Allen Retirement Savings Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Ethan Allen Retirement Savings Plan reports 1,998 participants - 2.8x that state average ($230M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $219M |
|---|---|
| Net Assets (End of Year) | $230M |
| Net Income | $11M |
| Employer EIN | 202991357 |
| Plan Effective Date | 1989-06-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ethan Allen Global, Inc.)
| 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
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Ethan Allen Retirement Savings Plan by total assets, not by location.
- Westfield, LLC 401(k) Plan (CA) $230M · 443
- Transcore 401(k) Retirement Plan (TN) $230M · 2,003
- Ef Education 401(k) Retirement Savings Plan (MA) $230M · 2,635
- The Glenmede Corporation Savings and Investment Plan (PA) $230M · 437
Frequently Asked Questions
How did The Ethan Allen Retirement Savings Plan assets move in 2024? ▼
How have Ethan Allen Global, Inc. plan assets changed over time? ▼
Where does The Ethan Allen Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Ethan Allen Retirement Savings Plan? ▼
Next read for The Ethan Allen Retirement Savings Plan
Filing takeaways
Ways to act on The Ethan Allen Retirement Savings Plan's numbers.
- By total assets, The Ethan Allen Retirement Savings 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 Connecticut. Compare plans
- Ethan Allen Global, Inc.'s sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Manufacturing plans