401(k) · DOL Form 5500 · 2024
Evercore Partners Services East, LLC 401(k) Plan
Data updated 2026-07-24
- $355M
- Total assets
- 1,641
- Participants
- 96th
- Percentile by assets
- $216,382
- Avg per participant
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.
- 96th percentile by assets (of 116,472 plans)
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 ~795 per filing). Assets: $355M.
- $355M
- total plan assets (2024 EOY)
- 1,641
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $216,382
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Evercore Partners Services East, LLC Retirement Plan reports 1,641 participants - 2.1x that state average ($355M EOY assets).
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)
| 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.
Evercore Partners Services East, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Evercore Partners Services East, LLC Retirement Plan by total assets, not by location.
- 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
- Dodge & Cox Profit Sharing Plan (CA) $356M · 346
Frequently Asked Questions
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Filing takeaways
Ways to act on Evercore Partners Services East, LLC Retirement Plan's numbers.
- By total assets, Evercore Partners Services East, LLC Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Evercore Partners Services East, LLC's sponsor-wide assets have grown 67.6% 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 010552543.
Read our methodology - how this data is sourced, computed, and verified.