401(k) · DOL Form 5500 · 2024

The Expert Institute 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
186
Participants Below avg headcount
57th
Percentile by assets National rank
$57,403
Avg per participant Low balance/head
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Official DOL plan name: The Expert Institute Retirement Trust · Sponsored by The Expert Institute · New York · Professional & Technical Services

$11M in assets, 186 participants

The Expert Institute's The Expert Institute Retirement Trust reported $11M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,188 in Professional & Technical Services (20,173 peers)

Coverage in New York

The Expert Institute Retirement Trust covers 186 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $11M.

#11,188
in Professional & Technical Services (20,173 peers)
+22.2%
assets growth YoY

The Expert Institute Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

The Expert Institute Retirement Trust vs every filed plan by assets

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

$10,676,925 Top 43% higher than 57% 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

The Expert Institute Retirement Trust 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. The Expert Institute Retirement Trust sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Expert Institute Retirement Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Expert Institute Retirement Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Expert Institute Retirement Trust reported participants fell from 206 in the plan year 2023 filing to 186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 273779761 · The Expert Institute PY 2024 · 401(k)

The Expert Institute Retirement Trust · $11M · 186 · 57th

  • NET $11M
  • BOOK 186
  • VS-ST 57th
  • BOY 401(k)
  • SCH near Tutera Group Inc. 401(k) Retirement Plan
  • EBSA ind #11188

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 Professional & Technical Services retirement plans → · Plans in New York →

The Expert Institute Retirement Trust in the asset neighbourhood

The Expert Institute Retirement TrustThe Expert Institute Retirem…$11MTutera Group Inc. 401(k) Retirement PlanTutera Group Inc. 401(k) Ret…$11MGunite Corporation Rockford Foundry Savings Plan for Hourly EmployeesGunite Corporation Rockford …$11MBerkshire Blanket, Inc. 401(k) Profit Sharing PlanBerkshire Blanket, Inc. 401(…$11MAtlas Die, LLC 401(k) Retirement Savings PlanAtlas Die, LLC 401(k) Retire…$11M
End-of-year total assets ($M) among The Expert Institute Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN273779761
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Expert Institute)

Sponsor-wide plan assets over time

All The Expert Institute plans reported in each filing year

Latest sponsor-wide plan assets
$11M 74.17996014241191% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.13M $10.7M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 184 $6M
2023 1 206 $9M
2024 1 186 $11M

Nearby 401(k) Plans in New York

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

The Expert Institute Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Expert Institute Retirement Trust, Total assets ($B): 0.010676925 · Participants: 186The Expert Institute Retirement TrustIBM 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
The Expert Institute Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Expert Institute Retirement Trust side-by-side with 3 peers →

The Expert Institute Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tutera Group Inc. 401(k) Retirement Plan in MO ($11M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 The Expert Institute Retirement Trust assets move in 2024? ▼
The Expert Institute Retirement Trust grew sharply - up 22.2% during 2024, from $9M to $11M. Reported net income was $2M.
How have The Expert Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Expert Institute's sponsor-wide assets grew 74.2%, from $6M to $11M.
Which 401(k) plans are similar in size to The Expert Institute Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tutera Group Inc. 401(k) Retirement Plan in MO ($11M, 1,801 participants).
Which 401(k) plans cover a similar participant headcount to The Expert Institute Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 273779761.

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.