401(k) · DOL Form 5500 · 2024

Centerview Partners LLC 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
416
Participants Below avg headcount
88th
Percentile by assets National rank
$175,293
Avg per participant Above avg balance/head
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Official DOL plan name: Centerview Partners LLC 401(k) Plan · Sponsored by Centerview Partners LLC · New York · Finance & Insurance

$73M in assets, 416 participants

Centerview Partners LLC's Centerview Partners LLC 401(k) Plan reported $73M in total assets and 416 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,949 in Finance & Insurance (8,549 peers)

Where Centerview Partners LLC 401(k) Plan sits by assets

Centerview Partners LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $73M for 416 participants (~$175,293/participant), up 31.8% in 2024.

#6,949
in Finance & Insurance (8,549 peers)
+31.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Centerview Partners LLC 401(k) Plan's outsized position by total assets

Centerview Partners LLC 401(k) Plan vs every filed plan by assets

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

$72,922,050 Top 12% higher than 88% 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

Centerview Partners LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Centerview Partners LLC 401(k) Plan sits mid-pack in the medium band (416 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Centerview Partners LLC 401(k) Plan end-of-year assets rose from $55M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Centerview Partners LLC 401(k) Plan reported net income rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Centerview Partners LLC 401(k) Plan reported participants fell from 444 in the plan year 2023 filing to 416 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200834979 · Centerview Partners LLC PY 2024 · 401(k)

Centerview Partners LLC 401(k) Plan · $73M · 416 · 88th

  • EIN $73M
  • EIN 416
  • EIN 88th
  • EIN 401(k)
  • EIN near Emergency Medicine Specialists, Inc. Profit Sharing Plan
  • EIN ind #6949

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 →

Centerview Partners LLC 401(k) Plan in the asset neighbourhood

Horrocks Engineers 401(k) PlanHorrocks Engineers 401(k) Pl…$73MCenterview Partners LLC 401(k) PlanCenterview Partners LLC 401(…$73MEmergency Medicine Specialists, Inc. Profit Sharing PlanEmergency Medicine Specialis…$73MJ. G. Boswell Company 401(k) PlanJ. G. Boswell Company 401(k)…$73MHogantaylor LLP 401(k) Profit Sharing PlanHogantaylor LLP 401(k) Profi…$73M
End-of-year total assets ($M) among Centerview Partners LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$73M
Net Income$18M
Employer EIN200834979
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Centerview Partners LLC)

Sponsor-wide plan assets over time

All Centerview Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$73M 82.27273513496651% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $40M $72.9M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 407 $40M
2023 1 444 $55M
2024 1 416 $73M

Nearby 401(k) Plans in New York

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

Centerview Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Centerview Partners LLC 401(k) Plan, Total assets ($B): 0.07292205 · Participants: 416Centerview Partners LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Centerview Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Centerview Partners LLC 401(k) Plan side-by-side with 3 peers →

Centerview Partners 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 Emergency Medicine Specialists, Inc. Profit Sharing Plan in OH ($73M); by covered participants it is Creekside Nursery 401(k) Retirement Savings Plan in TX (416 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (416 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 Centerview Partners LLC 401(k) Plan assets move in 2024? ▼
Centerview Partners LLC 401(k) Plan surged - up 31.8% during 2024, from $55M to $73M. Reported net income was $18M.
How have Centerview Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Centerview Partners LLC's sponsor-wide assets grew 82.3%, from $40M to $73M.
Where does Centerview Partners LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Centerview Partners LLC 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Centerview Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emergency Medicine Specialists, Inc. Profit Sharing Plan in OH ($73M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Centerview Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creekside Nursery 401(k) Retirement Savings Plan in TX (416 participants, $8M 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 200834979.

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.