401(k) · DOL Form 5500 · 2024

Finkelstein & Partners, LLP 401(k) Plan

Data updated 2026-08-11

$43M
Total assets: 277
Participants: 82nd
Percentile by assets: $155,494
Avg per participant

Official DOL plan name: Finkelstein & Affiliated Entities 401(k) Plan · Sponsored by Finkelstein & Partners, LLP · New York · Professional & Technical Services

$43M in assets, 277 participants

Finkelstein & Partners, LLP's Finkelstein & Affiliated Entities 401(k) Plan reported $43M in total assets and 277 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

82nd percentile by assets (of 123,622 plans)
#16,727 in Professional & Technical Services (20,173 peers)

Coverage in New York

Finkelstein & Affiliated Entities 401(k) Plan covers 277 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY): 277
covered participants: 82nd
percentile by assets (of 123,622 plans): $155,494
avg assets per participant

Where Finkelstein & Affiliated Entities 401(k) Plan sits by total assets

Finkelstein & Affiliated Entities 401(k) Plan vs every filed plan by assets

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

$43,071,704 Top 18% higher than 82% 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

Finkelstein & Affiliated Entities 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Finkelstein & Affiliated Entities 401(k) Plan reported participants fell from 289 in the plan year 2023 filing to 277 in the plan year 2024 filing.
Finkelstein & Affiliated Entities 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Finkelstein & Affiliated Entities 401(k) Plan reports 277 participants - about 35% of that state average ($43M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$41M
Net Assets (End of Year)	$43M
Net Income	$2M
Employer EIN	141618161
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Finkelstein & Partners, LLP)

Total plan assets by year, all Finkelstein & Partners, LLP plans on file

Year	Plans	Participants	Total Assets
2022	1	278	$37M
2023	1	289	$41M
2024	1	277	$43M

Nearby 401(k) Plans in New York

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

Finkelstein & Affiliated Entities 401(k) 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

Compare Finkelstein & Affiliated Entities 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Finkelstein & Affiliated Entities 401(k) Plan by total assets, not by location.

Service Access & Management, Inc. Employees' 401(k) Plan (PA) $43M · 820
Sills Cummis & Gross P.C. 401(k) Plan (NJ) $43M · 100
Scotch Companies 401(k) Profit Sharing Plan (AL) $43M · 505
Hanson Bridgett LLP Associate 401(k) Plan (CA) $43M · 136

Frequently Asked Questions

How did Finkelstein & Affiliated Entities 401(k) Plan assets move in 2024? ▼

Finkelstein & Affiliated Entities 401(k) Plan edged up modestly - up 4.1% during 2024, from $41M to $43M. Reported net income was $2M.

How have Finkelstein & Partners, LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Finkelstein & Partners, LLP's sponsor-wide assets grew 17.0%, from $37M to $43M.

Where does Finkelstein & Affiliated Entities 401(k) Plan rank by assets among Form 5500 filers? ▼

Finkelstein & Affiliated Entities 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Finkelstein & Affiliated Entities 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Service Access & Management, Inc. Employees' 401(k) Plan in PA ($43M, 820 participants).

Next read for Finkelstein & Affiliated Entities 401(k)…

Filing takeaways

Ways to act on Finkelstein & Affiliated Entities 401(k) Plan's numbers.

By total assets, Finkelstein & Affiliated Entities 401(k) Plan ranks in the top quartile 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
Finkelstein & Partners, LLP's sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Professional & Technical Services 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 141618161.