ESOP · DOL Form 5500 · 2024
Eileen Fisher, Inc. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 714
- Participants
- 74th
- Percentile by assets
- $33,713
- Avg per participant
Official DOL plan name: Eileen Fisher, Inc. Employee Stock Ownership Plan · Sponsored by Eileen Fisher, Inc. · New York · Retail Trade
$24M in assets, 714 participants
Eileen Fisher, Inc.'s Eileen Fisher, Inc. Employee Stock Ownership Plan reported $24M in total assets and 714 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.
- 74th percentile by assets (of 123,622 plans)
- #6,730 in Retail Trade (8,048 peers)
Eileen Fisher, Inc. multi-year trail
Eileen Fisher, Inc.'s plans moved +12.5% in assets from 2022 to 2024; this filing shows Eileen Fisher, Inc. Employee Stock Ownership Plan at $24M / 714 participants.
- $24M
- total plan assets (2024 EOY)
- 714
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $33,713
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Eileen Fisher, Inc. Employee Stock Ownership Plan sits by total assets
Eileen Fisher, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,070,767 Top 26% higher than 74% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eileen Fisher, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Eileen Fisher, Inc. Employee Stock Ownership Plan end-of-year assets fell from $26M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Eileen Fisher, Inc. Employee Stock Ownership Plan reported participants rose from 675 in the plan year 2023 filing to 714 in the plan year 2024 filing.
Eileen Fisher, Inc. across 3 plan years on file
Across the 3 plan years Eileen Fisher, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $104M to $117M, a gain of 12.5%, while reported participants moved from 1,256 to 1,523 (+21.3%). Peak year by sponsor assets: 2024 ($117M); trough: 2022 ($104M).
Eileen Fisher, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,256 | $104M |
| 2023 | 2 | 1,445 | $109M |
| 2024 | 2 | 1,523 | $117M |
Eileen Fisher, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$2M |
| Employer EIN | 133359549 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Eileen Fisher, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Eileen Fisher, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Argus Companies, Inc. Employee Stock Ownership Plan (KS) $24M · 94
- Jocott Brands, Inc. Employee Stock Ownership Plan (CA) $24M · 56
- Alerus Financial Corporation Employee Stock Owners (ND) $24M · 744
- United Abrasives, Inc. & S.a.I.T. Overseas Trading & Technical Corp Profit Sharing Plan (CT) $24M · 108
Frequently Asked Questions
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Next read for Eileen Fisher, Inc. Employee Stock Owner…
Multi-year trail
Ways to act on Eileen Fisher, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Eileen Fisher, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Eileen Fisher, Inc.'s sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Retail Trade plans