401(k) · DOL Form 5500 · 2024
Institutional Investor, LLC 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 238
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $414,501
- Avg per participant High balance/head
Official DOL plan name: Euromoney Institutional Investor Savings & Investment Plan · Sponsored by Institutional Investor, LLC · New York · Manufacturing
$99M in assets, 238 participants
Institutional Investor, LLC's Euromoney Institutional Investor Savings & Investment Plan reported $99M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,233 in Manufacturing (17,777 peers)
Coverage in New York
Euromoney Institutional Investor Savings & Investment Plan covers 238 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $99M.
- #15,233
- in Manufacturing (17,777 peers)
- +10.9%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Euromoney Institutional Investor Savings & Investment Plan's outsized position by total assets
Euromoney Institutional Investor Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$98,651,121 Top 10% higher than 90% 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
Euromoney Institutional Investor Savings & 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. Euromoney Institutional Investor Savings & Investment Plan sits mid-pack in the medium band (238 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Euromoney Institutional Investor Savings & Investment Plan reported participants fell from 407 in the plan year 2023 filing to 238 in the plan year 2024 filing.
- Euromoney Institutional Investor Savings & Investment Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Euromoney Institutional Investor Savings & Investment Plan end-of-year assets rose from $89M in the plan year 2023 filing to $99M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 132790024 · Institutional Investor, LLC PY 2024 · 401(k)
Euromoney Institutional Investor Savings & Investment Plan · $99M · 238 · 90th
- EIN $99M
- EIN 238
- EIN 90th
- EIN 401(k)
- EIN near Amyris, Inc. 401(k) Plan
- EIN ind #15233
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 Manufacturing retirement plans → · Plans in New York →
Euromoney Institutional Investor Savings & Investment Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $9M |
| Employer EIN | 132790024 |
| Plan Effective Date | 1997-08-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institutional Investor, LLC)
Sponsor-wide plan assets over time
All Institutional Investor, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 5.231202210146561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 411 | $104M |
| 2023 | 1 | 407 | $89M |
| 2024 | 1 | 238 | $99M |
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
Euromoney Institutional Investor Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Amyris, Inc. 401(k) Plan in CA ($99M); by covered participants it is Prevailing Multiple Employer Plan in PA (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Amyris, Inc. 401(k) Plan (CA) $99M · 617
- Chugach Electric Association, Inc. Employees 401(k) Plan (AK) $99M · 423
- Culligan Retirement Savings Plan (IL) $99M · 1,421
- Resource Label Group, LLC Section 401(k) Profit Sharing Plan (TN) $99M · 1,700
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Prevailing Multiple Employer Plan (PA) 238 · 0 off
- Quest USA 401(k) Plan (TX) 238 · 0 off
- Bsr Trust, LLC 401(k) Retirement Plan (AR) 238 · 0 off
- Electronic Vision Systems Retirement Plan (NJ) 238 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.