Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HENRY DONEGER ASSOCIATES, INC.
EIN 13-2500234individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$14.2M assets
Welfare
0
Participants
163
463 7TH AVENUE - NEW YORK, NY 100180000212-560-3742LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.2M assets / 163 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN
401k
Assets$13.6M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HENRY DONEGER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$605K
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN | 401k | $13.6M | 57 | 2025 | |
| 002 | HENRY DONEGER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $605K | 106 | 2024 |
Retirement plans
Welfare plans