401(k) · DOL Form 5500 · 2024

Earned Visibility, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
330
Participants Below avg headcount
74th
Percentile by assets National rank
$76,405
Avg per participant Below avg balance/head
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Official DOL plan name: Earned Visibility, Inc. 401(k) Retirement Plan · Sponsored by Earned Visibility, Inc. · New York · Professional & Technical Services

$25M in assets, 330 participants

Earned Visibility, Inc.'s Earned Visibility, Inc. 401(k) Retirement Plan reported $25M in total assets and 330 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,995 in Professional & Technical Services (20,173 peers)

Coverage in New York

Earned Visibility, Inc. 401(k) Retirement Plan covers 330 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $25M.

#14,995
in Professional & Technical Services (20,173 peers)
+31.0%
assets growth YoY

Earned Visibility, Inc. 401(k) Retirement Plan's outsized position by total assets

Earned Visibility, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$25,213,766 Top 26% higher than 74% 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

Earned Visibility, Inc. 401(k) Retirement 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. Earned Visibility, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Earned Visibility, Inc. 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Earned Visibility, Inc. 401(k) Retirement Plan reported participants fell from 441 in the plan year 2023 filing to 330 in the plan year 2024 filing.
  • Earned Visibility, Inc. 401(k) Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161613411 · Earned Visibility, Inc. PY 2024 · 401(k)

Earned Visibility, Inc. 401(k) Retirement Plan · $25M · 330 · 74th

  • NET $25M
  • BOOK 330
  • VS-ST 74th
  • BOY 401(k)
  • SCH near Portfolio 401(k) Plan
  • EBSA ind #14995

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 →

Earned Visibility, Inc. 401(k) Retirement Plan in the asset neighbourhood

Burd & Fletcher Company 401(k) Profit Sharing PlanBurd & Fletcher Company 401(…$25MSarah a. Reed Children's Center Retirement Savings PlanSarah a. Reed Children's Cen…$25MEarned Visibility, Inc. 401(k) Retirement PlanEarned Visibility, Inc. 401(…$25MPortfolio 401(k) Plan$25MCoastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing PlanCoastal Orthopedics & Sports…$25M
End-of-year total assets ($M) among Earned Visibility, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN161613411
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Earned Visibility, Inc.)

Sponsor-wide plan assets over time

All Earned Visibility, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 97.93869903908482% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12.7M $25.2M ▲ +97.9%
Year Plans Participants Total Assets
2022 1 401 $13M
2023 1 441 $19M
2024 1 330 $25M

Nearby 401(k) Plans in New York

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

Earned Visibility, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Earned Visibility, Inc. 401(k) Retirement Plan, Total assets ($B): 0.025213766 · Participants: 330Earned Visibility, Inc. 401(k) 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
Earned Visibility, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Earned Visibility, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Earned Visibility, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Portfolio 401(k) Plan in CA ($25M); by covered participants it is Dean Vistnes Md Inc 401(k) Plan in CA (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Earned Visibility, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Earned Visibility, Inc. 401(k) Retirement Plan surged - up 31.0% during 2024, from $19M to $25M. Reported net income was $6M.
How have Earned Visibility, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Earned Visibility, Inc.'s sponsor-wide assets grew 97.9%, from $13M to $25M.
Which 401(k) plans are similar in size to Earned Visibility, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Portfolio 401(k) Plan in CA ($25M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Earned Visibility, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dean Vistnes Md Inc 401(k) Plan in CA (330 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 161613411.

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.