401(k) · DOL Form 5500 · 2024
Ellenoff Grossman & Schole LLP 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 119
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $373,218
- Avg per participant High balance/head
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
$44M in assets, 119 participants
Ellenoff Grossman & Schole LLP's Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust reported $44M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,824 in Professional & Technical Services (20,173 peers)
Coverage in New York
Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $44M.
- #16,824
- in Professional & Technical Services (20,173 peers)
- +24.9%
- 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 2024 · DOL Form 5500
$44,412,941 Top 17% higher than 83% 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
Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust 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. Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $36M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust reported participants fell from 125 in the plan year 2023 filing to 119 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133643185 · Ellenoff Grossman & Schole LLP PY 2024 · 401(k)
Ellenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & Trust · $44M · 119 · 83rd
- VS-ST $44M
- BOY 119
- SCH 83rd
- EBSA 401(k)
- PART near Sba Defined Contribution Plan for Primis Bank
- TYPE ind #16824
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
New York filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $9M |
| Employer EIN | 133643185 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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 Sba Defined Contribution Plan for Primis Bank in VA ($44M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Culy Contracting LLC Retirement Savings Plan (IN) 119 · 0 off
- Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
- Reach Unlimited 401(k) Retirement Plan (TX) 119 · 0 off
- Commerce Media Holdings 401(k) Plan (CA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.