401(k) · DOL Form 5500 · 2024

Finkelstein & Partners, LLP 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
277
Participants Below avg headcount
82nd
Percentile by assets National rank
$155,494
Avg per participant Above avg balance/head
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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.

  • #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.

#16,727
in Professional & Technical Services (20,173 peers)
+4.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Finkelstein & Affiliated Entities 401(k) Plan's outsized position 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

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

Finkelstein & Affiliated Entities 401(k) Plan 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. Finkelstein & Affiliated Entities 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

EBSA filing schedule strip

Filing strip 141618161 · Finkelstein & Partners, LLP PY 2024 · 401(k)

Finkelstein & Affiliated Entities 401(k) Plan · $43M · 277 · 82nd

  • ASSETS $43M
  • ASSETS 277
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Service Access & Management, Inc. Employees' 401(k) Plan
  • ASSETS ind #16727

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 →

Finkelstein & Affiliated Entities 401(k) Plan in the asset neighbourhood

Scotch Companies 401(k) Profit Sharing PlanScotch Companies 401(k) Prof…$43MHanson Bridgett LLP Associate 401(k) PlanHanson Bridgett LLP Associat…$43MFinkelstein & Affiliated Entities 401(k) PlanFinkelstein & Affiliated Ent…$43MService Access & Management, Inc. Employees' 401(k) PlanService Access & Management,…$43MSills Cummis & Gross P.C. 401(k) PlanSills Cummis & Gross P.C. 40…$43M
End-of-year total assets ($M) among Finkelstein & Affiliated Entities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$43M
Net Income$2M
Employer EIN141618161
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finkelstein & Partners, LLP)

Sponsor-wide plan assets over time

All Finkelstein & Partners, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$43M 17.00668799742514% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $36.8M $43.1M ▲ +17.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Finkelstein & Affiliated Entities 401(k) Plan, Total assets ($B): 0.043071704 · Participants: 277Finkelstein & Affiliated Entities 401(k) 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
Finkelstein & Affiliated Entities 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Finkelstein & Affiliated Entities 401(k) Plan side-by-side with 3 peers →

Finkelstein & Affiliated Entities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Service Access & Management, Inc. Employees' 401(k) Plan in PA ($43M); by covered participants it is Orthowest, P.C. 401(k) Savings Plan in NE (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 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).
Which 401(k) plans cover a similar participant headcount to Finkelstein & Affiliated Entities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthowest, P.C. 401(k) Savings Plan in NE (277 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 141618161.

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.