401(k) · DOL Form 5500 · 2022

High Falls Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
41st
Percentile by assets National rank
$203,364
Avg per participant Above avg balance/head
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Official DOL plan name: High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by High Falls Advisors, Inc. · New York · Finance & Insurance

$3M in assets, 15 participants

High Falls Advisors, Inc.'s High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,572 in Finance & Insurance (9,261 peers)

High Falls Advisors, Inc. multi-year trail

High Falls Advisors, Inc.'s plans moved +23.8% in assets from 2022 to 2024; this filing shows High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust at $3M / 15 participants.

#2,572
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY

The plan reported a net loss of $533K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,050,457 41st percentile higher than 41% 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

High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 461165286 · High Falls Advisors, Inc. PY 2022 · 401(k)

High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust · $3M · 15 · 41st

  • EBSA $3M
  • PART 15
  • TYPE 41st
  • NET 401(k)
  • BOOK near Facility Contract Services 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #2572

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 Finance & Insurance retirement plans → · Plans in New York →

High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

High Falls Advisors, Inc. 401(k) Profit Sharing Plan and TrustHigh Falls Advisors, Inc. 40…$3MFacility Contract Services 401(k) Profit Sharing Plan & TrustFacility Contract Services 4…$3MJove 401(k) Plan and Trust$3MCordillera Ranch Club Management 401(k) Profit Sharing PlanCordillera Ranch Club Manage…$3MMonroe Group 401(k) Plan$3M
End-of-year total assets ($M) among High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

High Falls Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All High Falls Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.83619896953145% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.05M $3.78M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 15 $3M
2023 1 16 $4M
2024 1 17 $4M

High Falls Advisors, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$533K
Employer EIN461165286
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003050457 · Participants: 15High Falls Advisors, Inc. 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Facility Contract Services 401(k) Profit Sharing Plan & Trust in FL ($3M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022?
High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 14.9% during 2022, from $4M to $3M. Reported net income was -$533K.
How have High Falls Advisors, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), High Falls Advisors, Inc.'s sponsor-wide assets grew 23.8%, from $3M to $4M.
Which 401(k) plans are similar in size to High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Facility Contract Services 401(k) Profit Sharing Plan & Trust in FL ($3M, 317 participants).
Which 401(k) plans cover a similar participant headcount to High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K in assets).