Inverness Counsel LLC: final filing for its 401(k) plan, 5 participants (New York, NY)
Inverness Counsel LLC (New York, New York): final filing for its 401(k) plan, 5 participants (New York, NY). Its participants of 5 is below the median of 294 (3rd percentile). Dated 13 days ago, it is in the active follow-up window. Score 70/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 5 · 3th percentile of 126,658 BenefitPlanPulse records · 0.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related NY BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Inverness Counsel LLC |
| EIN | 300655125 |
| Plan | Inverness Counsel 401(k) Plan |
| Plan type | 401(k) |
| Trigger | Final filing (plan terminating or merging) |
| Participants | 5 |
| Industry | Finance and insurance |
| Location | New York, NY |
| Plan effective | 2000-01-01 |
| Plan year | 2026 |
| Filed | 2026-10-23 |
| participants percentile | 3th of 126,658 (median 294, 0.0x median) |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-23
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Inverness Counsel LLC and 9,195 New York peers
- New York BenefitPlanPulse records like this one: 9,195
- Inverness Counsel LLC's participants: 3rd percentile of 126,658 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every New York peer: $1,839,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
70 / 100 Score
- Filed in the last 30 days.
- Final filing: plan ending or merging.
- 401(k) plan.
What is the BenefitPlanPulse record for Inverness Counsel LLC in New York, New York?
Inverness Counsel LLC filed a Form 5500 for its 401(k) plan (final filing (plan terminating or merging)) with 5 participants on 2026-10-23.
How does Inverness Counsel LLC compare to other New York BenefitPlanPulse records?
Its participants of 5 is below the median (3th percentile); smaller records often move faster and face less competition. It is fresh: dated 13 days ago, inside the window where early outreach matters most. Its Score of 70/100 puts it among the stronger signals in this feed.
Inverness Counsel LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Inverness Counsel LLC | New York, NY | 5 | 3rd | 2026-10-23 |
| Blackwater Management LLC | Cincinnati, OH | 101 | 6th | 2026-10-23 |
| Smart Motors, INC. | Madison, WI | 127 | 14th | 2026-10-20 |
| Quantum Mechanical Services, INC. | Fort Worth, TX | 141 | 19th | 2026-10-22 |
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.