401(k) · DOL Form 5500 · 2024

Group Eighty Eight Advisors, Ltd 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
30th
Percentile by assets National rank
$105,985
Avg per participant Below avg balance/head
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Official DOL plan name: Group Eighty Eight Advisors, Ltd Retirement Plan · Sponsored by Group Eighty Eight Advisors, Ltd · New York · Transportation & Warehousing

$2M in assets, 20 participants

Group Eighty Eight Advisors, Ltd's Group Eighty Eight Advisors, Ltd Retirement Plan reported $2M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,008 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Group Eighty Eight Advisors, Ltd Retirement Plan holds $2M for 20 participants - about $105,985 per participant, in the lower half of filed plans by assets.

#1,008
in Transportation & Warehousing (3,299 peers)
+3.2%
assets growth YoY

Group Eighty Eight Advisors, Ltd Retirement Plan among the smaller filed plans by assets

Group Eighty Eight Advisors, Ltd Retirement Plan vs every filed plan by assets

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

$2,119,709 30th percentile higher than 30% 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

Group Eighty Eight Advisors, Ltd Retirement 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. Group Eighty Eight Advisors, Ltd Retirement Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Group Eighty Eight Advisors, Ltd Retirement Plan reported net income fell from $79K in the plan year 2023 filing to $66K in the plan year 2024 filing.
  • Group Eighty Eight Advisors, Ltd Retirement Plan reported participants fell from 21 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Group Eighty Eight Advisors, Ltd Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 830688788 · Group Eighty Eight Advisors, Ltd PY 2024 · 401(k)

Group Eighty Eight Advisors, Ltd Retirement Plan · $2M · 20 · 30th

  • PART $2M
  • TYPE 20
  • NET 30th
  • BOOK 401(k)
  • VS-ST near Webster, Duke & Co., PA 401(k) Plan and Trust
  • BOY ind #1008

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 Transportation & Warehousing retirement plans → · Plans in New York →

Group Eighty Eight Advisors, Ltd Retirement Plan in the asset neighbourhood

Group Eighty Eight Advisors, Ltd Retirement PlanGroup Eighty Eight Advisors,…$2MWebster, Duke & Co., PA 401(k) Plan and TrustWebster, Duke & Co., PA 401(…$2MMithril Capital Management LLC 401(k) Profit Sharing Plan & TrustMithril Capital Management L…$2MC. Michael Mead, Md, PC 401(k) PlanC. Michael Mead, Md, PC 401(…$2MViviano Heating & Air Conditioning, Inc. 401(k)Viviano Heating & Air Condit…$2M
End-of-year total assets ($M) among Group Eighty Eight Advisors, Ltd Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$66K
Employer EIN830688788
Plan Effective Date2018-05-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Group Eighty Eight Advisors, Ltd)

Sponsor-wide plan assets over time

All Group Eighty Eight Advisors, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.3006338693364565% vs 2022
2024 filing year
$1.95M$2M$2.05M$2.1M$2.15M 202220232024 $1.98M $2.12M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 1 21 $2M
2024 1 20 $2M

Nearby 401(k) Plans in New York

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

Group Eighty Eight Advisors, Ltd Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Group Eighty Eight Advisors, Ltd Retirement Plan, Total assets ($B): 0.002119709 · Participants: 20Group Eighty Eight Advisors, Ltd Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Group Eighty Eight Advisors, Ltd Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Group Eighty Eight Advisors, Ltd Retirement Plan side-by-side with 3 peers →

Group Eighty Eight Advisors, Ltd Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Webster, Duke & Co., PA 401(k) Plan and Trust in NC ($2M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Group Eighty Eight Advisors, Ltd Retirement Plan assets move in 2024? ▼
Group Eighty Eight Advisors, Ltd Retirement Plan edged up modestly - up 3.2% during 2024, from $2M to $2M. Reported net income was $66K.
How have Group Eighty Eight Advisors, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Group Eighty Eight Advisors, Ltd's sponsor-wide assets grew 7.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Group Eighty Eight Advisors, Ltd Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Webster, Duke & Co., PA 401(k) Plan and Trust in NC ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Group Eighty Eight Advisors, Ltd Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A 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 830688788.

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.