401(k) · DOL Form 5500 · 2024
Offit Capital Advisors LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $307,582
- Avg per participant High balance/head
Official DOL plan name: Offit Capital Advisors LLC 401(k) Retirement Savings Plan · Sponsored by Offit Capital Advisors LLC · New York · Finance & Insurance
$21M in assets, 68 participants
Offit Capital Advisors LLC's Offit Capital Advisors LLC 401(k) Retirement Savings Plan reported $21M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #4,819 in Finance & Insurance (8,549 peers)
Offit Capital Advisors LLC multi-year trail
Offit Capital Advisors LLC's plans moved +65.6% in assets from 2022 to 2024; this filing shows Offit Capital Advisors LLC 401(k) Retirement Savings Plan at $21M / 68 participants.
- #4,819
- in Finance & Insurance (8,549 peers)
- +27.3%
- assets growth YoY
Offit Capital Advisors LLC 401(k) Retirement Savings Plan's outsized position by total assets
Offit Capital Advisors LLC 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,915,573 Top 29% higher than 71% 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
Offit Capital Advisors LLC 401(k) Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Offit Capital Advisors LLC 401(k) Retirement Savings Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Offit Capital Advisors LLC 401(k) Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Offit Capital Advisors LLC 401(k) Retirement Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Offit Capital Advisors LLC 401(k) Retirement Savings Plan reported participants rose from 63 in the plan year 2023 filing to 68 in the plan year 2024 filing.
DOL schedule card
Filing strip 260271563 · Offit Capital Advisors LLC PY 2024 · 401(k)
Offit Capital Advisors LLC 401(k) Retirement Savings Plan · $21M · 68 · 71st
- 5500 $21M
- 5500 68
- 5500 71st
- 5500 401(k)
- 5500 near Seeq 401(k) Plan
- 5500 ind #4819
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 New York →
Offit Capital Advisors LLC 401(k) Retirement Savings Plan in the asset neighbourhood
Offit Capital Advisors LLC multi-year asset trail
Sponsor-wide plan assets over time
All Offit Capital Advisors LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 65.63131518906438% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $13M |
| 2023 | 1 | 63 | $16M |
| 2024 | 1 | 68 | $21M |
Offit Capital Advisors LLC filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 260271563 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Offit Capital Advisors LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Seeq 401(k) Plan in WA ($21M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
- Cleverbridge, Inc. 401(k) Plan (IL) 68 · 0 off
- E-Technology LLC 401(k) Profit Sharing Plan & Trust (TX) 68 · 0 off
- Arland Tool & Manufacturing Inc. 401(k) Plan (MA) 68 · 0 off
- Mpc 401(k) Plan (TX) 68 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.