ESOP · DOL Form 5500 · 2024

Eileen Fisher, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
714
Participants Below avg headcount
74th
Percentile by assets National rank
$33,713
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,730
in Retail Trade (8,048 peers)
-7.3%
assets change YoY

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.

Eileen Fisher, Inc. Employee Stock Ownership Plan's outsized position 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

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

Eileen Fisher, Inc. Employee Stock Ownership 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. Eileen Fisher, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (714 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133359549 · Eileen Fisher, Inc. PY 2024 · ESOP

Eileen Fisher, Inc. Employee Stock Ownership Plan · $24M · 714 · 74th

  • VS-ST $24M
  • BOY 714
  • SCH 74th
  • EBSA ESOP
  • PART near Argus Companies, Inc. Employee Stock Ownership Plan
  • TYPE ind #6730

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 What is an ESOP? → · Plans in New York →

Eileen Fisher, Inc. Employee Stock Ownership Plan in the asset neighbourhood

United Abrasives, Inc. & S.a.I.T. Overseas Trading & Technical Corp Profit Sharing PlanUnited Abrasives, Inc. & S.a…$24MAlerus Financial Corporation Employee Stock OwnersAlerus Financial Corporation…$24MEileen Fisher, Inc. Employee Stock Ownership PlanEileen Fisher, Inc. Employee…$24MArgus Companies, Inc. Employee Stock Ownership PlanArgus Companies, Inc. Employ…$24MJocott Brands, Inc. Employee Stock Ownership PlanJocott Brands, Inc. Employee…$24M
End-of-year total assets ($M) among Eileen Fisher, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Eileen Fisher, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Eileen Fisher, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 12.498127547960694% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $104M $117M ▲ +12.5%
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 EIN133359549
Plan Effective Date2005-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Eileen Fisher, Inc. Employee Stock Ownership Plan, Total assets ($M): 24.070767 · Participants: 714Eileen Fisher, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Eileen Fisher, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Eileen Fisher, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Eileen Fisher, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Argus Companies, Inc. Employee Stock Ownership Plan in KS ($24M); by covered participants it is Fishback Financial Corporation Employee Stock Ownership Plan in SD (715 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (714 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 Eileen Fisher, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Eileen Fisher, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.3% during 2024, from $26M to $24M. Reported net income was -$2M.
How have Eileen Fisher, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eileen Fisher, Inc.'s sponsor-wide assets grew 12.5%, from $104M to $117M.
Which ESOP plans are similar in size to Eileen Fisher, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Argus Companies, Inc. Employee Stock Ownership Plan in KS ($24M, 94 participants).
Which ESOP plans cover a similar participant headcount to Eileen Fisher, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fishback Financial Corporation Employee Stock Ownership Plan in SD (715 participants, $56M 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 133359549.

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.