Defined Benefit (Pension) · DOL Form 5500 · 2024

Expert Solutions Insurance Brokerage LLC Pension Plan

Data updated 2026-08-25

$866K
Total assets Small plan by assets: 7
Participants Small participant base: 22nd
Percentile by assets National rank: $123,689
Avg per participant Near avg balance/head

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Official DOL plan name: Expert Solutions Insurance Brokerage Cash Balance Plan · Sponsored by Expert Solutions Insurance Brokerage LLC · New York · Finance & Insurance

$866K in assets, 7 participants

Expert Solutions Insurance Brokerage LLC's Expert Solutions Insurance Brokerage Cash Balance Plan reported $866K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#1,054 in Finance & Insurance (8,549 peers)

Expert Solutions Insurance Brokerage LLC multi-year trail

Expert Solutions Insurance Brokerage LLC's plans moved +41.9% in assets from 2023 to 2024; this filing shows Expert Solutions Insurance Brokerage Cash Balance Plan at $866K / 7 participants.

#1,054
in Finance & Insurance (8,549 peers): +41.9%
assets growth YoY

Expert Solutions Insurance Brokerage Cash Balance Plan among the smaller filed plans by assets

Expert Solutions Insurance Brokerage Cash Balance Plan vs every filed plan by assets

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

$865,824 22nd percentile higher than 22% 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

Expert Solutions Insurance Brokerage Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Expert Solutions Insurance Brokerage Cash Balance Plan is a micro filing (7 participants), the leftmost band.

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%)

Expert Solutions Insurance Brokerage Cash Balance Plan end-of-year assets rose from $610K in the plan year 2023 filing to $866K in the plan year 2024 filing.
Expert Solutions Insurance Brokerage Cash Balance Plan reported net income rose from $219K in the plan year 2023 filing to $256K in the plan year 2024 filing.
Expert Solutions Insurance Brokerage Cash Balance Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461317330 · Expert Solutions Insurance Brokerage LLC PY 2024 · Defined Benefit (Pension)

Expert Solutions Insurance Brokerage Cash Balance Plan · $866K · 7 · 22nd

PART $866K
TYPE 7
NET 22nd
BOOK Defined Benefit (Pension)
VS-ST near Four Dollar Room Inc Defined Benefit Pension Plan
BOY ind #1054

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 →

End-of-year total assets ($M) among Expert Solutions Insurance Brokerage Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Expert Solutions Insurance Brokerage LLC multi-year asset trail

Latest sponsor-wide plan assets: $866K 41.86579978764959% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	6	$610K
2024	1	7	$866K

Expert Solutions Insurance Brokerage LLC filing trail (2024)

Total Assets (Beginning of Year)	$610K
Net Assets (End of Year)	$866K
Net Income	$256K
Employer EIN	461317330
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Expert Solutions Insurance Brokerage Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Expert Solutions Insurance Brokerage Cash Balance Plan side-by-side with 3 peers →

Expert Solutions Insurance Brokerage Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Four Dollar Room Inc Defined Benefit Pension Plan in CA ($866K); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($866K here).

Four Dollar Room Inc Defined Benefit Pension Plan (CA) $866K · 7
Chisolm Boyd and White Pension Plan (WI) $865K · 11
Law Office of Charles Riley, P.C. Retirement Plan (TX) $867K · 3
Aaa Mid-Atlantic Commissioned Salesmen's Pension Plan (DE) $864K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Financial Alternatives, Inc. Defined Benefit Pension Plan (CA) 7 · 0 off
Team Sweasey, Inc. Defined Benefit Pension Plan (CA) 7 · 0 off
Brown Baer Management, Inc. Cash Balance Plan (FL) 7 · 0 off
Symphony Management Cash Balance Plan (FL) 7 · 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 Expert Solutions Insurance Brokerage Cash Balance Plan assets move in 2024? ▼

Expert Solutions Insurance Brokerage Cash Balance Plan surged - up 41.9% during 2024, from $610K to $866K. Reported net income was $256K.

How have Expert Solutions Insurance Brokerage LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Expert Solutions Insurance Brokerage LLC's sponsor-wide assets grew 41.9%, from $610K to $866K.

Where does Expert Solutions Insurance Brokerage Cash Balance Plan rank by assets among Form 5500 filers? ▼

Expert Solutions Insurance Brokerage Cash Balance Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Expert Solutions Insurance Brokerage Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Four Dollar Room Inc Defined Benefit Pension Plan in CA ($866K, 7 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Expert Solutions Insurance Brokerage Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 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 461317330.