401(k) · DOL Form 5500 · 2024

Emoney Advisor, LLC 401(k) Plan

Data updated 2026-08-11

$100M
Total assets: 610
Participants: 90th
Percentile by assets: $164,507
Avg per participant

Official DOL plan name: Emoney Advisor, LLC 401(k) Plan · Sponsored by Emoney Advisor, LLC · Pennsylvania · Finance & Insurance

$100M in assets, 610 participants

Emoney Advisor, LLC's Emoney Advisor, LLC 401(k) Plan reported $100M in total assets and 610 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 123,622 plans)
#7,276 in Finance & Insurance (8,549 peers)

Where Emoney Advisor, LLC 401(k) Plan sits by assets

Emoney Advisor, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $100M for 610 participants (~$164,507/participant), up 24.2% in 2024.

$100M
total plan assets (2024 EOY): 610
covered participants: 90th
percentile by assets (of 123,622 plans): $164,507
avg assets per participant

Where Emoney Advisor, LLC 401(k) Plan sits by total assets

Emoney Advisor, LLC 401(k) Plan vs every filed plan by assets

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

$100,349,361 Top 10% higher than 90% 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

Emoney Advisor, LLC 401(k) Plan end-of-year assets rose from $81M in the plan year 2023 filing to $100M in the plan year 2024 filing.
Emoney Advisor, LLC 401(k) Plan reported participants fell from 679 in the plan year 2023 filing to 610 in the plan year 2024 filing.
Emoney Advisor, LLC 401(k) Plan reported net income rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Emoney Advisor, LLC 401(k) Plan vs the 2024 asset distribution

By assets, Emoney Advisor, LLC 401(k) Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$81M
Net Assets (End of Year)	$100M
Net Income	$20M
Employer EIN	264703468
Plan Effective Date	2008-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Emoney Advisor, LLC)

Total plan assets by year, all Emoney Advisor, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	640	$62M
2023	1	679	$81M
2024	1	610	$100M

Nearby 401(k) Plans in Pennsylvania

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

Emoney Advisor, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Emoney Advisor, LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Emoney Advisor, LLC 401(k) Plan by total assets, not by location.

Chs Employee Group, LLC 401(k) Retirement Plan (TN) $100M · 3,104
Sugar Foods Corporation 401(k) Savings Plan (NY) $100M · 906
Fenner Aep 401(k) Plan (TX) $100M · 833
Utility Workers Union of America Deferred Compens Plan (MI) $100M · 504

Frequently Asked Questions

How did Emoney Advisor, LLC 401(k) Plan assets move in 2024? ▼

Emoney Advisor, LLC 401(k) Plan grew sharply - up 24.2% during 2024, from $81M to $100M. Reported net income was $20M.

How have Emoney Advisor, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Emoney Advisor, LLC's sponsor-wide assets grew 61.7%, from $62M to $100M.

Where does Emoney Advisor, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Emoney Advisor, LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Emoney Advisor, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Chs Employee Group, LLC 401(k) Retirement Plan in TN ($100M, 3,104 participants).

Next read for Emoney Advisor, LLC 401(k) Plan

Scale reading

Ways to act on Emoney Advisor, LLC 401(k) Plan's numbers.

By total assets, Emoney Advisor, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Emoney Advisor, LLC's sponsor-wide assets have grown 61.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 264703468.