Plan Ledger DOL Form 5500 · updated monthly

Riverstone Equity Partners, LP401(k)

RIVERSTONE EQUITY PARTNERS, LP 401(K) PROFIT SHARING PLAN & TRUST · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.34%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Riverstone Equity Partners, LP reported $115,156 in plan administrative expenses for 2022: 0.34% of average plan assets, above the peer median. Employer contributions averaged $7,582 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.34% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,905th-largest of 5,648 plans among New York employers on file, and the 2,359th of 4,798 in finance & insurance. In 2022, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,127,042
Participants with balances156
Active participants126
Employer contributions$955,386
Employee contributions$1,632,906
Employer contribution per active participant$7,582
Average account balance$199,532
Benefits paid to participants$1,556,619
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$27.0M · 87 accts · $1.1M emplr
2022$31.1M · 156 accts · $955K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$45,043
Investment management$70,113
Total administrative$115,156
The Riverstone Equity Partners, LP 401(k) match · 2022
Employer contribution per active participant$7,582
Median for plans this size$2,266
2023$27,966 per active participant
2022$7,582 per active participant

Riverstone Equity Partners, LP's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$88,885 · 0.31%
2022$115,156 · 0.34%
Same employer
Similar plansFinance & Insurance · New York
Orange County Bancorp Inc. NY$31.7M · 0.09%
Watertown Savings Bank NY$31.4M · 0.00%
Reliance First Capital, LLC NY$31.2M · 0.52%
Progyny, Inc. NY$30.9M · 0.43%
Pioneer Bank NY$30.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061591215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.