401(k) · DOL Form 5500 · 2024

The Nassau Financial Group 401(k) Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
506
Participants Below avg headcount
95th
Percentile by assets National rank
$451,959
Avg per participant High balance/head
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Official DOL plan name: The Nassau Companies of New York Savings and Investment Plan · Sponsored by The Nassau Financial Group · Connecticut · Finance & Insurance

$229M in assets, 506 participants

The Nassau Financial Group's The Nassau Companies of New York Savings and Investment Plan reported $229M in total assets and 506 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,834 in Finance & Insurance (8,549 peers)

Where The Nassau Companies of New York Savings and Investment Plan sits by assets

The Nassau Companies of New York Savings and Investment Plan sits in the top 5% of all filed plans by assets, $229M for 506 participants (~$451,959/participant), up 8.5% in 2024.

#7,834
in Finance & Insurance (8,549 peers)
+8.5%
assets growth YoY
2.3×
vs typical plan assets (national mean)

The Nassau Companies of New York Savings and Investment Plan's outsized position by total assets

The Nassau Companies of New York Savings and Investment Plan vs every filed plan by assets

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

$228,691,257 Top 5% higher than 95% 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 Nassau Companies of New York Savings and Investment 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. The Nassau Companies of New York Savings and Investment Plan sits mid-pack in the medium band (506 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Nassau Companies of New York Savings and Investment Plan reported net income fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • The Nassau Companies of New York Savings and Investment Plan end-of-year assets rose from $211M in the plan year 2023 filing to $229M in the plan year 2024 filing.
  • The Nassau Companies of New York Savings and Investment Plan reported participants rose from 468 in the plan year 2023 filing to 506 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 061599088 · The Nassau Financial Group PY 2024 · 401(k)

The Nassau Companies of New York Savings and Investment Plan · $229M · 506 · 95th

  • PCT $229M
  • EIN 506
  • RANK 95th
  • PHOTO 401(k)
  • IND near Heidelberg Retirement Savings Plan
  • EOY ind #7834

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 Connecticut →

The Nassau Companies of New York Savings and Investment Plan in the asset neighbourhood

Heidelberg Retirement Savings PlanHeidelberg Retirement Saving…$229MThe Nassau Companies of New York Savings and Investment PlanThe Nassau Companies of New …$229MAxon 401(k) Plan$229MThe Alamo Group (USA) Inc. 401(k) Retirement and Savings PlanThe Alamo Group (USA) Inc. 4…$229MBungie, Inc. 401(k) Plan$228M
End-of-year total assets ($M) among The Nassau Companies of New York Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$229M
Net Income$18M
Employer EIN061599088
Plan Effective Date1973-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Nassau Financial Group)

Sponsor-wide plan assets over time

All The Nassau Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$716M 11.171427007467% vs 2022
2024 filing year
$600M$650M$700M$750M 202220232024 $644M $716M ▲ +11.2%
Year Plans Participants Total Assets
2022 2 661 $644M
2023 2 620 $688M
2024 2 656 $716M

Nearby 401(k) Plans in Connecticut

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

The Nassau Companies of New York Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Nassau Companies of New York Savings and Investment Plan, Total assets ($B): 0.228691257 · Participants: 506The Nassau Companies of New York Savings and Investment PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
The Nassau Companies of New York Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Nassau Companies of New York Savings and Investment Plan side-by-side with 3 peers →

The Nassau Companies of New York Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Heidelberg Retirement Savings Plan in GA ($229M); by covered participants it is Lacerta Group, LLC 401(k) Plan in MA (506 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($229M here).

Similar participant headcount

Nearest other-state filings by covered participants (506 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 Nassau Companies of New York Savings and Investment Plan assets move in 2024? ▼
The Nassau Companies of New York Savings and Investment Plan grew at a solid clip - up 8.5% during 2024, from $211M to $229M. Reported net income was $18M.
How have The Nassau Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nassau Financial Group's sponsor-wide assets grew 11.2%, from $644M to $716M.
Where does The Nassau Companies of New York Savings and Investment Plan rank by assets among Form 5500 filers? ▼
The Nassau Companies of New York Savings and Investment Plan ranks in the 95th 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 The Nassau Companies of New York Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heidelberg Retirement Savings Plan in GA ($229M, 456 participants).
Which 401(k) plans cover a similar participant headcount to The Nassau Companies of New York Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lacerta Group, LLC 401(k) Plan in MA (506 participants, $6M 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 061599088.

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.