401(k) · DOL Form 5500 · 2024
Evercore Partners Services East, LLC 401(k) Plan
Data updated 2026-08-25
- $355M
- Total assets Above avg plan size
- 1,641
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $216,382
- Avg per participant Above avg balance/head
Official DOL plan name: Evercore Partners Services East, LLC Retirement Plan · Sponsored by Evercore Partners Services East, LLC · New York · Finance & Insurance
$355M in assets, 1,641 participants
Evercore Partners Services East, LLC's Evercore Partners Services East, LLC Retirement Plan reported $355M in total assets and 1,641 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,015 in Finance & Insurance (8,549 peers)
Coverage in New York
Evercore Partners Services East, LLC Retirement Plan covers 1,641 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $355M.
- #8,015
- in Finance & Insurance (8,549 peers)
- +25.9%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Evercore Partners Services East, LLC Retirement Plan's outsized position by total assets
Evercore Partners Services East, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$355,082,518 Top 4% higher than 96% 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
Evercore Partners Services East, LLC Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evercore Partners Services East, LLC Retirement Plan lands in the large band (1,641 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evercore Partners Services East, LLC Retirement Plan end-of-year assets rose from $282M in the plan year 2023 filing to $355M in the plan year 2024 filing.
- Evercore Partners Services East, LLC Retirement Plan reported net income rose from $70M in the plan year 2023 filing to $73M in the plan year 2024 filing.
- Evercore Partners Services East, LLC Retirement Plan reported participants rose from 1,576 in the plan year 2023 filing to 1,641 in the plan year 2024 filing.
DOL schedule card
Filing strip 010552543 · Evercore Partners Services East, LLC PY 2024 · 401(k)
Evercore Partners Services East, LLC Retirement Plan · $355M · 1,641 · 96th
- SCH $355M
- SCH 1,641
- SCH 96th
- SCH 401(k)
- SCH near Accentcare 401(k) Retirement Savings Plan
- SCH ind #8015
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 →
Evercore Partners Services East, LLC Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $282M |
|---|---|
| Net Assets (End of Year) | $355M |
| Net Income | $73M |
| Employer EIN | 010552543 |
| Plan Effective Date | 1996-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evercore Partners Services East, LLC)
Sponsor-wide plan assets over time
All Evercore Partners Services East, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $355M 67.55611349942629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,481 | $212M |
| 2023 | 1 | 1,576 | $282M |
| 2024 | 1 | 1,641 | $355M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Evercore Partners Services East, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Accentcare 401(k) Retirement Savings Plan in TX ($355M); by covered participants it is Viejas Retirement Program in CA (1,641 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($355M here).
- Accentcare 401(k) Retirement Savings Plan (TX) $355M · 27,349
- Open Pep (NJ) $355M · 16,838
- Bass, Berry & Sims Retirement & Savings Plan (TN) $355M · 537
- Central Laborers Annuity Plan (IL) $356M · 10,963
Similar participant headcount
Nearest other-state filings by covered participants (1,641 participants); asset peers above are excluded.
- Viejas Retirement Program (CA) 1,641 · 0 off
- Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan (OH) 1,641 · 0 off
- Mary Kay Inc. Profit Sharing and 401(k) Plan (TX) 1,642 · 1 off
- Mack Molding Company Employee Savings and Profit Sharing Plan (VT) 1,642 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.