Find an old EY 401(k)

Who to contact about an account in each of the 5 EY plans, from the filings. Free, no sign-up, no Social Security number.

Ernst & Young Retirement Savings Plan

Ernst & Young U.S. LLP · Plan 112 · EIN 34-6565596 · Secaucus, NJ

Active · plan year 2024 filing401(k)
Plan administratorErnst & Young U.S. LLP
200 Plaza Drive, Secaucus, NJ 07094
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances40,546 separated participants still had money in the planForm 5500 ↗

Ernst & Young Partnership Retirement (Hr-10) Plan

Ernst & Young U.S. LLP · Plan 001 · EIN 34-6565596 · Secaucus, NJ

Active · plan year 2024 filingProfit-sharing
Plan administratorErnst & Young U.S. LLP
200 Plaza Drive, Secaucus, NJ 07094
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances1,209 separated participants still had money in the planForm 5500 ↗

Ernst & Young Defined Benefit Retirement Plan

Ernst & Young U.S. LLP · Plan 111 · EIN 34-6565596 · Secaucus, NJ

Active · plan year 2024 filingPension (defined benefit)
Plan administratorErnst & Young U.S. LLP
200 Plaza Drive, Secaucus, NJ 07094
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances2,200 separated participants still had money in the planForm 5500 ↗

Ernst & Young Inactive Defined Benefit Retirement Plan

Ernst & Young U.S. LLP · Plan 114 · EIN 34-6565596 · Secaucus, NJ

Active · plan year 2024 filingPension (defined benefit)
Plan administratorErnst & Young U.S. LLP
200 Plaza Drive, Secaucus, NJ 07094
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances37,875 separated participants still had money in the planForm 5500 ↗

Ernst & Young Partnership Defined Benefit Retirement Plan

Ernst & Young U.S. LLP · Plan 113 · EIN 34-6565596 · Secaucus, NJ

Active · plan year 2024 filingPension (defined benefit)
Plan administratorErnst & Young U.S. LLP
200 Plaza Drive, Secaucus, NJ 07094
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances55 separated participants still had money in the planForm 5500 ↗

EY 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old EY 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Ernst & Young U.S. LLP, (201) 872-2200. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the EY 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (201) 872-2200.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with EY and does not hold accounts. Not financial advice. Report a correction