401(k) · DOL Form 5500 · 2024

Emoney Advisor, LLC 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
610
Participants Below avg headcount
90th
Percentile by assets National rank
$164,507
Avg per participant Above avg balance/head
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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.

  • #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.

#7,276
in Finance & Insurance (8,549 peers)
+24.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Emoney Advisor, LLC 401(k) Plan's outsized position 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

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

Emoney Advisor, 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. Emoney Advisor, LLC 401(k) Plan sits mid-pack in the medium band (610 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Published 5500 schedule card

Filing strip 264703468 · Emoney Advisor, LLC PY 2024 · 401(k)

Emoney Advisor, LLC 401(k) Plan · $100M · 610 · 90th

  • PHOTO $100M
  • IND 610
  • EOY 90th
  • 5500 401(k)
  • ASSETS near Chs Employee Group, LLC 401(k) Retirement Plan
  • PCT ind #7276

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 Pennsylvania →

Emoney Advisor, LLC 401(k) Plan in the asset neighbourhood

Utility Workers Union of America Deferred Compens PlanUtility Workers Union of Ame…$100MFenner Aep 401(k) Plan$100MEmoney Advisor, LLC 401(k) PlanEmoney Advisor, LLC 401(k) P…$100MChs Employee Group, LLC 401(k) Retirement PlanChs Employee Group, LLC 401(…$100MSugar Foods Corporation 401(k) Savings PlanSugar Foods Corporation 401(…$100M
End-of-year total assets ($M) among Emoney Advisor, 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)$81M
Net Assets (End of Year)$100M
Net Income$20M
Employer EIN264703468
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emoney Advisor, LLC)

Sponsor-wide plan assets over time

All Emoney Advisor, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$100M 61.73820437859617% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $62M $100M ▲ +61.8%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Emoney Advisor, LLC 401(k) Plan, Total assets ($B): 0.100349361 · Participants: 610Emoney Advisor, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Emoney Advisor, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Emoney Advisor, LLC 401(k) Plan side-by-side with 3 peers →

Emoney Advisor, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Chs Employee Group, LLC 401(k) Retirement Plan in TN ($100M); by covered participants it is Salt Lake Community Action Program 401(k) Plan in UT (610 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (610 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 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).
Which 401(k) plans cover a similar participant headcount to Emoney Advisor, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Salt Lake Community Action Program 401(k) Plan in UT (610 participants, $19M 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 264703468.

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.