401(k) · DOL Form 5500 · 2022

Howe, Bonney & Associates 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
39th
Percentile by assets National rank
$176,513
Avg per participant Above avg balance/head
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Official DOL plan name: Howe, Bonney & Associates 401(k) Plan · Sponsored by Howe, Bonney & Associates · California · Professional & Technical Services

$3M in assets, 16 participants

Howe, Bonney & Associates's Howe, Bonney & Associates 401(k) Plan reported $3M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 39th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,869 in Professional & Technical Services (21,562 peers)

Howe, Bonney & Associates multi-year trail

Howe, Bonney & Associates's plans moved -14.0% in assets from 2022 to 2024; this filing shows Howe, Bonney & Associates 401(k) Plan at $3M / 16 participants.

#7,869
in Professional & Technical Services (21,562 peers)
-37.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Howe, Bonney & Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Howe, Bonney & Associates 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,824,202 39th percentile higher than 39% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Howe, Bonney & Associates 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Howe, Bonney & Associates 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 931271186 · Howe, Bonney & Associates PY 2022 · 401(k)

Howe, Bonney & Associates 401(k) Plan · $3M · 16 · 39th

  • IND $3M
  • EOY 16
  • 5500 39th
  • ASSETS 401(k)
  • PCT near Humane Society of Huron Valley 401(k) Profit Sharing Plan Trust
  • EIN ind #7869

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Howe, Bonney & Associates 401(k) Plan in the asset neighbourhood

Howe, Bonney & Associates 401(k) PlanHowe, Bonney & Associates 40…$3MHumane Society of Huron Valley 401(k) Profit Sharing Plan TrustHumane Society of Huron Vall…$3MStevens, Foster 401(k) Plan$3MInterconnect Wiring 401(k) Profit Sharing Plan and TrustInterconnect Wiring 401(k) P…$3MMarquess & Associates, Inc. 401(k) Profit Sharing Plan & TrustMarquess & Associates, Inc. …$3M
End-of-year total assets ($M) among Howe, Bonney & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Howe, Bonney & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Howe, Bonney & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.029131060738573% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.82M $2.43M ▼ -13.8%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 7 $3M
2024 1 7 $2M

Howe, Bonney & Associates filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN931271186
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Howe, Bonney & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Howe, Bonney & Associates 401(k) Plan, Total assets ($B): 0.002824202 · Participants: 16Howe, Bonney & Associates 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Howe, Bonney & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Howe, Bonney & Associates 401(k) Plan side-by-side with 3 peers →

Howe, Bonney & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Humane Society of Huron Valley 401(k) Profit Sharing Plan Trust in MI ($3M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Howe, Bonney & Associates 401(k) Plan assets move in 2022? ▼
Howe, Bonney & Associates 401(k) Plan contracted severely - down 37.0% during 2022, from $4M to $3M. Reported net income was -$2M.
How have Howe, Bonney & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howe, Bonney & Associates's sponsor-wide assets declined 14.0%, from $3M to $2M.
Which 401(k) plans are similar in size to Howe, Bonney & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Humane Society of Huron Valley 401(k) Profit Sharing Plan Trust in MI ($3M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Howe, Bonney & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931271186.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.