401(k) · DOL Form 5500 · 2023

Ellenoff Grossman & Schole LLP 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
125
Participants Small participant base
82nd
Percentile by assets National rank
$284,377
Avg per participant High balance/head
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Official DOL plan name: Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Ellenoff Grossman & Schole LLP · New York · Professional & Technical Services

$36M in assets, 125 participants

Ellenoff Grossman & Schole LLP's Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust reported $36M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,700 in Professional & Technical Services (20,321 peers)

Coverage in New York

Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $36M.

#16,700
in Professional & Technical Services (20,321 peers)
+27.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,547,155 Top 18% higher than 82% of 127,068 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 2023

Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust reported participants rose from 86 in the plan year 2022 filing to 125 in the plan year 2023 filing.
  • Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $28M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133643185 · Ellenoff Grossman & Schole LLP PY 2023 · 401(k)

Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust · $36M · 125 · 82nd

  • ASSETS $36M
  • ASSETS 125
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near The Dutra Group 401(k) Plan
  • ASSETS ind #16700

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 Professional & Technical Services retirement plans → · Plans in New York →

Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & TrustEllenoff Grossman & Schole L…$36MThe Dutra Group 401(k) Plan$36MHavtech Investments LLC 401(k) PlanHavtech Investments LLC 401(…$36MVerst Group Logistics Companies 401(k) Retirement Savings PlanVerst Group Logistics Compan…$36MElite Spice, Inc. 401(k) Profit Sharing Plan and TrustElite Spice, Inc. 401(k) Pro…$36M
End-of-year total assets ($M) among Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$36M
Net Income$8M
Employer EIN133643185
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellenoff Grossman & Schole LLP)

Sponsor-wide plan assets over time

All Ellenoff Grossman & Schole LLP plans reported in each filing year

Latest sponsor-wide plan assets
$44M 59.59354384990533% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $27.8M $44.4M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 86 $28M
2023 1 125 $36M
2024 1 119 $44M

Nearby 401(k) Plans in New York

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

Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.035547155 · Participants: 125Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Dutra Group 401(k) Plan in CA ($36M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust grew sharply - up 27.7% during 2023, from $28M to $36M. Reported net income was $8M.
How have Ellenoff Grossman & Schole LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellenoff Grossman & Schole LLP's sponsor-wide assets grew 59.6%, from $28M to $44M.
Where does Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Dutra Group 401(k) Plan in CA ($36M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133643185.

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.