401(k) · DOL Form 5500 · 2022

Howard, Wershbale & Co. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
118
Participants Small participant base
83rd
Percentile by assets National rank
$256,184
Avg per participant Above avg balance/head
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Official DOL plan name: Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust · Sponsored by Howard, Wershbale & Co. · Ohio · Professional & Technical Services

$30M in assets, 118 participants

Howard, Wershbale & Co.'s Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust reported $30M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,006 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust covers 118 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#18,006
in Professional & Technical Services (21,562 peers)
-21.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust's outsized position by total assets

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust vs every filed plan by assets

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

$30,229,672 Top 17% higher than 83% 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

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust sits mid-pack in the medium band (118 participants).

Form 5500 schedule snapshot

Filing strip 341663157 · Howard, Wershbale & Co. PY 2022 · 401(k)

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust · $30M · 118 · 83rd

  • VS-ST $30M
  • VS-ST 118
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near National Tobacco Company, L.P. Retirement Savings Plan
  • VS-ST ind #18006

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 Ohio →

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust in the asset neighbourhood

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and TrustHoward, Wershbale & Co. Prof…$30MNational Tobacco Company, L.P. Retirement Savings PlanNational Tobacco Company, L.…$30MZocdoc Retirement Savings PlanZocdoc Retirement Savings Pl…$30MWixon Industries, Inc. Profit Sharing Plan and TrustWixon Industries, Inc. Profi…$30MPicut Industries, Inc. 401(k) Savings PlanPicut Industries, Inc. 401(k…$30M
End-of-year total assets ($M) among Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$30M
Net Income-$8M
Employer EIN341663157
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Howard, Wershbale & Co.)

Sponsor-wide plan assets over time

All Howard, Wershbale & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 17.393926735295043% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.2M $35.5M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 118 $30M
2023 1 108 $35M
2024 1 146 $35M

Nearby 401(k) Plans in Ohio

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

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust, Total assets ($B): 0.030229672 · Participants: 118Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust side-by-side with 3 peers →

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is National Tobacco Company, L.P. Retirement Savings Plan in KY ($30M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust assets move in 2022? ▼
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust declined sharply - down 21.6% during 2022, from $39M to $30M. Reported net income was -$8M.
How have Howard, Wershbale & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard, Wershbale & Co.'s sponsor-wide assets grew 17.4%, from $30M to $35M.
Where does Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is National Tobacco Company, L.P. Retirement Savings Plan in KY ($30M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A 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 341663157.

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.