Ethan Allen Global 401(k) match, vesting and fees

Plan year 2025 filingThe Ethan Allen Retirement Savings Plan · Plan 003 · EIN 20-2991357Updated Oct 2026

What Ethan Allen Global's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $1.7M in employer contributions, about $556 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$79,365
Average account balance
3,183
Participants (end of year)
$249M
Plan assets (end of year)
0.18%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperEmpower RetirementSchedule C ↗
Independent auditorCohnreznick LLP (unmodified opinion)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.

Ethan Allen Global: employer contribution per participant$556
Peer median$2,591
Ethan Allen Global: average balance$79,365
Peer median$102,504
Ethan Allen Global: admin expenses ÷ assets0.18%
Peer median0.11%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $245M at the end of plan year 2021 to $249M at the end of plan year 2025.

$245M2021$195M2022$219M2023$230M2024$249M2025
End-of-year figures from each plan year's Form 5500 filing for the Ethan Allen Global plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20253,183$249M$1.7M$5560.18%Not publishedForm 5500 ↗
20243,320$230M$2.3M$7070.16%Not publishedForm 5500 ↗
20233,505$219M$2.3M$6730.18%Not publishedForm 5500 ↗
20223,743$195M$2.7M$7420.13%Not publishedForm 5500 ↗
20213,880$245M$2.6M$6980.10%Not publishedForm 5500 ↗

Common questions

Does Ethan Allen Global match 401(k) contributions?

The match terms for the The Ethan Allen Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $1.7M in employer contributions, about $556 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Ethan Allen Global 401(k) match vested?

The vesting schedule for the The Ethan Allen Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Ethan Allen Global 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Retirement. The plan administrator is Ethan Allen Global, Inc..

I left Ethan Allen Global. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Ethan Allen Global, Inc., (203) 743-8000) or the recordkeeper, Empower Retirement. The Ethan Allen Global old 401(k) page lists the contacts from every plan filing. Find an old Ethan Allen Global 401(k)

Data from the public Form 5500 annual reports Ethan Allen Global filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ethan Allen Global. Not financial advice. Report a correction · Methodology