401(k) · DOL Form 5500 · 2024

Eisner Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$699M
Total assets Above avg plan size
3,201
Participants Above avg headcount
98th
Percentile by assets National rank
$218,459
Avg per participant Above avg balance/head
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Official DOL plan name: Eisner Advisory Group, LLC Retirement Plan · Sponsored by Eisner Advisory Group, LLC · New York · Professional & Technical Services

$699M in assets, 3,201 participants

Eisner Advisory Group, LLC's Eisner Advisory Group, LLC Retirement Plan reported $699M in total assets and 3,201 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,884 in Professional & Technical Services (20,173 peers)

Coverage in New York

Eisner Advisory Group, LLC Retirement Plan covers 3,201 participants in New York, 4.0x the typical New York plan (state average ~798 per filing). Assets: $699M.

#19,884
in Professional & Technical Services (20,173 peers)
+23.3%
assets growth YoY
7.0×
vs typical plan assets (national mean)

Eisner Advisory Group, LLC Retirement Plan's outsized position by total assets

Eisner Advisory Group, LLC Retirement Plan vs every filed plan by assets

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

$699,285,985 Top 2% higher than 98% 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

Eisner Advisory Group, LLC Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eisner Advisory Group, LLC Retirement Plan lands in the large band (3,201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eisner Advisory Group, LLC Retirement Plan end-of-year assets rose from $567M in the plan year 2023 filing to $699M in the plan year 2024 filing.
  • Eisner Advisory Group, LLC Retirement Plan reported participants rose from 2,683 in the plan year 2023 filing to 3,201 in the plan year 2024 filing.
  • Eisner Advisory Group, LLC Retirement Plan reported net income fell from $147M in the plan year 2023 filing to $132M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 871353108 · Eisner Advisory Group, LLC PY 2024 · 401(k)

Eisner Advisory Group, LLC Retirement Plan · $699M · 3,201 · 98th

  • ASSETS $699M
  • PCT 3,201
  • EIN 98th
  • RANK 401(k)
  • PHOTO near Teleflex 401(k) Savings Plan
  • IND ind #19884

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 →

Eisner Advisory Group, LLC Retirement Plan in the asset neighbourhood

Mccarthy Employee Retirement Savings PlanMccarthy Employee Retirement…$701MEisner Advisory Group, LLC Retirement PlanEisner Advisory Group, LLC R…$699MTeleflex 401(k) Savings Plan$699MA. T. Kearney, Inc. 401(k) and Profit Sharing Retirement PlanA. T. Kearney, Inc. 401(k) a…$698MConfluence Health 401(k) Plan$697M
End-of-year total assets ($M) among Eisner Advisory Group, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$567M
Net Assets (End of Year)$699M
Net Income$132M
Employer EIN871353108
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eisner Advisory Group, LLC)

Sponsor-wide plan assets over time

All Eisner Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$699M 66.2991725331443% vs 2022
2024 filing year
$300M$400M$500M$600M$700M$800M 202220232024 $421M $699M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 2,056 $420M
2023 1 2,683 $567M
2024 1 3,201 $699M

Nearby 401(k) Plans in New York

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

Eisner Advisory Group, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Eisner Advisory Group, LLC Retirement Plan, Total assets ($B): 0.699285985 · Participants: 3201Eisner Advisory Group, LLC 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
Eisner Advisory Group, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Eisner Advisory Group, LLC Retirement Plan side-by-side with 3 peers →

Eisner Advisory Group, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Teleflex 401(k) Savings Plan in PA ($699M); by covered participants it is American Pacific Mortgage Corporation 401(k) Plan in CA (3,202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($699M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,201 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 Eisner Advisory Group, LLC Retirement Plan assets move in 2024? ▼
Eisner Advisory Group, LLC Retirement Plan grew sharply - up 23.3% during 2024, from $567M to $699M. Reported net income was $132M.
How have Eisner Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eisner Advisory Group, LLC's sponsor-wide assets grew 66.3%, from $420M to $699M.
Where does Eisner Advisory Group, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Eisner Advisory Group, LLC Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Eisner Advisory Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teleflex 401(k) Savings Plan in PA ($699M, 3,885 participants).
Which 401(k) plans cover a similar participant headcount to Eisner Advisory Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Pacific Mortgage Corporation 401(k) Plan in CA (3,202 participants, $153M 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 871353108.

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.