Plan5500

Eisner Advisory Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Eisner Advisory Group, LLC (EIN 87-1353108) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
87-1353108
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Eisner Advisory Group, LLC

  • 2 loaded plans hold $567M in reported assets.
  • The largest, Eisner Advisory Group, LLC Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6,062 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$567MSummed across loaded plans$567,038,096
Total reported assets$567M$567,038,096
Total reported participants6.1K6,062
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$567M total assets
Net assets$567MLiabilities—
Contributions & income
Employer contributions$5.6M
Participant contributions$39.5M
Total income / additions$177M
Expenses & distributions
Benefits paid / distributions$30M
Total expenses$30.5M
Net increase / (decrease)$146.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Eisner Advisory Group, LLC Retirement Plan
Participants per plan3,031Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Eisner Advisory Group, LLC Retirement Plan$567M
    Plan #003 · 3,571 participants · 2023
  2. 2
    Eisner Advisory Group, LLC Benefits Plannot reported in the loaded dataset
    Plan #501 · 2,491 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Eisner Advisory Group, LLC. Open one for its full reported snapshot.

  1. 2023
    Eisner Advisory Group, LLC Benefits Plan2,491 participants · 2No schedules
    View filing →
  2. 2023
    Eisner Advisory Group, LLC Retirement Plan3,571 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Eisner Advisory Group, LLC report on Form 5500?
Eisner Advisory Group, LLC (EIN 87-1353108) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Eisner Advisory Group, LLC?
The Employer Identification Number (EIN) reported for Eisner Advisory Group, LLC is 87-1353108.
What is the latest Form 5500 filing year for Eisner Advisory Group, LLC?
The latest loaded Form 5500 filing year for Eisner Advisory Group, LLC is 2023.

Related Form 5500 pages