401(k) · DOL Form 5500 · 2024

Eagle Global Advisors, L.L.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 24
Participants Small participant base: 71st
Percentile by assets National rank: $879,047
Avg per participant High balance/head

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Official DOL plan name: Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan · Sponsored by Eagle Global Advisors, L.L.C. · Texas · Finance & Insurance

$21M in assets, 24 participants

Eagle Global Advisors, L.L.C.'s Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan reported $21M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#4,837 in Finance & Insurance (8,549 peers)

Eagle Global Advisors, L.L.C. multi-year trail

Eagle Global Advisors, L.L.C.'s plans moved +20.0% in assets from 2022 to 2024; this filing shows Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan at $21M / 24 participants.

#4,837
in Finance & Insurance (8,549 peers): +20.2%
assets growth YoY

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan's outsized position by total assets

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$21,097,123 Top 29% higher than 71% 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

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan reported net income rose from -$38K in the plan year 2023 filing to $4M in the plan year 2024 filing.
Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760518446 · Eagle Global Advisors, L.L.C. PY 2024 · 401(k)

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan · $21M · 24 · 71st

TYPE $21M
TYPE 24
TYPE 71st
TYPE 401(k)
TYPE near Island Federal Credit Union 401(k) Plan & Trust
TYPE ind #4837

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 Texas →

End-of-year total assets ($M) among Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Eagle Global Advisors, L.L.C. multi-year asset trail

Latest sponsor-wide plan assets: $21M 19.977512806786947% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	25	$18M
2023	1	24	$18M
2024	1	24	$21M

Eagle Global Advisors, L.L.C. filing trail (2024)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$21M
Net Income	$4M
Employer EIN	760518446
Plan Effective Date	2006-08-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Island Federal Credit Union 401(k) Plan & Trust in NY ($21M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Island Federal Credit Union 401(k) Plan & Trust (NY) $21M · 152
Crs Onesource Retirement Savings Plan (KY) $21M · 211
Cooley, Inc. Savings Plan (RI) $21M · 174
Midea America Corporation 401(k) Profit Sharing Plan and Trust (NJ) $21M · 302

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

Dog House Ventures, Inc. 401(k) Plan (DE) 24 · 0 off
Post Insurance Services, Inc. 401(k) Plan (ID) 24 · 0 off
Iqa Solutions, Inc. 401(k) Plan (CA) 24 · 0 off
Pnklink, Inc. 401(k) Plan (WA) 24 · 0 off

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 Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan assets move in 2024? ▼

Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan grew sharply - up 20.2% during 2024, from $18M to $21M. Reported net income was $4M.

How have Eagle Global Advisors, L.L.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Eagle Global Advisors, L.L.C.'s sponsor-wide assets grew 20.0%, from $18M to $21M.

Which 401(k) plans are similar in size to Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Island Federal Credit Union 401(k) Plan & Trust in NY ($21M, 152 participants).

Which 401(k) plans cover a similar participant headcount to Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K 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 760518446.