401(k) · DOL Form 5500 · 2024

Select Equity Group, L.P. 401(k) Plan

Data updated 2026-08-11

$164M
Total assets: 201
Participants: 93rd
Percentile by assets: $813,583
Avg per participant

Official DOL plan name: Select Equity Group, L.P. 401(k) Psp and Trust · Sponsored by Select Equity Group, L.P. · New York · Finance & Insurance

$164M in assets, 201 participants

Select Equity Group, L.P.'s Select Equity Group, L.P. 401(k) Psp and Trust reported $164M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 123,622 plans)
#7,648 in Finance & Insurance (8,549 peers)

Coverage in New York

Select Equity Group, L.P. 401(k) Psp and Trust covers 201 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $164M.

$164M
total plan assets (2024 EOY): 201
covered participants: 93rd
percentile by assets (of 123,622 plans): $813,583
avg assets per participant

Where Select Equity Group, L.P. 401(k) Psp and Trust sits by total assets

Select Equity Group, L.P. 401(k) Psp and Trust vs every filed plan by assets

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

$163,530,122 Top 7% higher than 93% 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

Select Equity Group, L.P. 401(k) Psp and Trust reported net income fell from $22M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Select Equity Group, L.P. 401(k) Psp and Trust end-of-year assets rose from $144M in the plan year 2023 filing to $164M in the plan year 2024 filing.
Select Equity Group, L.P. 401(k) Psp and Trust reported participants fell from 207 in the plan year 2023 filing to 201 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Select Equity Group, L.P. 401(k) Psp and Trust reports 201 participants - about 25% of that state average ($164M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$144M
Net Assets (End of Year)	$164M
Net Income	$19M
Employer EIN	463465710
Plan Effective Date	1996-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Select Equity Group, L.P.)

Total plan assets by year, all Select Equity Group, L.P. plans on file

Year	Plans	Participants	Total Assets
2022	1	185	$122M
2023	1	207	$144M
2024	1	201	$164M

Nearby 401(k) Plans in New York

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

Select Equity Group, L.P. 401(k) Psp and Trust vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Select Equity Group, L.P. 401(k) Psp and… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Select Equity Group, L.P. 401(k) Psp and Trust by total assets, not by location.

Aurora Flight Sciences Corporation 401(k) Plan (VA) $164M · 1,001
Memorialcare Medical Group Savings and Retirement Plan (CA) $164M · 339
Cmg Financial 401(k) Plan (CA) $164M · 3,015
Akumin 401(k) Plan (FL) $164M · 3,106

Frequently Asked Questions

How did Select Equity Group, L.P. 401(k) Psp and Trust assets move in 2024? ▼

Select Equity Group, L.P. 401(k) Psp and Trust grew at a solid clip - up 13.3% during 2024, from $144M to $164M. Reported net income was $19M.

How have Select Equity Group, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Select Equity Group, L.P.'s sponsor-wide assets grew 33.9%, from $122M to $164M.

Where does Select Equity Group, L.P. 401(k) Psp and Trust rank by assets among Form 5500 filers? ▼

Select Equity Group, L.P. 401(k) Psp and Trust ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Select Equity Group, L.P. 401(k) Psp and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Aurora Flight Sciences Corporation 401(k) Plan in VA ($164M, 1,001 participants).

Next read for Select Equity Group, L.P. 401(k) Psp and…

Filing takeaways

Ways to act on Select Equity Group, L.P. 401(k) Psp and Trust's numbers.

By total assets, Select Equity Group, L.P. 401(k) Psp and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Select Equity Group, L.P.'s sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 463465710.