401(k) · DOL Form 5500 · 2022

Howe Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$67,775
Avg per participant Below avg balance/head
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Official DOL plan name: Howe Financial Group, Inc. 401(k) Plan · Sponsored by Howe Financial Group, Inc. · New Jersey · Professional & Technical Services

$68K in assets, 1 participants

Howe Financial Group, Inc.'s Howe Financial Group, Inc. 401(k) Plan reported $68K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

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

What the 2022 filing shows

Howe Financial Group, Inc. 401(k) Plan holds $68K for 1 participant - about $67,775 per participant, among the smaller plans by assets on file.

#864
in Professional & Technical Services (21,562 peers)
-0.9%
assets change YoY

The plan reported a net loss of $649 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Howe Financial Group, Inc. 401(k) Plan among the smaller filed plans by assets

Howe Financial Group, Inc. 401(k) Plan vs every filed plan by assets

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

$67,775 4th percentile higher than 4% 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 Financial Group, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Howe Financial Group, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 843845665 · Howe Financial Group, Inc. PY 2022 · 401(k)

Howe Financial Group, Inc. 401(k) Plan · $68K · 1 · 4th

  • TYPE $68K
  • TYPE 1
  • TYPE 4th
  • TYPE 401(k)
  • TYPE near Biltmore Practice Sales, Inc. 401(k) Plan
  • TYPE ind #864

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 New Jersey →

Howe Financial Group, Inc. 401(k) Plan in the asset neighbourhood

Howe Financial Group, Inc. 401(k) PlanHowe Financial Group, Inc. 4…$68KBiltmore Practice Sales, Inc. 401(k) PlanBiltmore Practice Sales, Inc…$68KPinelake Station Inc. 401(k) PlanPinelake Station Inc. 401(k)…$68KCmc-Suite Concepts, Inc. 401(k) Profit Sharing PlanCmc-Suite Concepts, Inc. 401…$68KDel Mar Park-401(k) Plan$68K
End-of-year total assets ($M) among Howe Financial Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$68K
Net Assets (End of Year)$68K
Net Income-$649
Employer EIN843845665
Plan Effective Date2019-12-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Howe Financial Group, Inc.)

Sponsor-wide plan assets over time

All Howe Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67K 1.183327185540391% vs 2022
2024 filing year
$0.07M 202220232024 $0.07M $0.07M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $68K
2023 1 1 $67K
2024 1 1 $67K

Nearby 401(k) Plans in New Jersey

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

Howe Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Howe Financial Group, Inc. 401(k) Plan, Total assets ($B): 0.000067775 · Participants: 1Howe Financial Group, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Howe Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Howe Financial Group, Inc. 401(k) Plan side-by-side with 3 peers →

Howe Financial Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Biltmore Practice Sales, Inc. 401(k) Plan in AZ ($68K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Financial Group, Inc. 401(k) Plan assets move in 2022? ▼
Howe Financial Group, Inc. 401(k) Plan held essentially flat - down 0.9% during 2022, from $68K to $68K. Reported net income was -$649.
How have Howe Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howe Financial Group, Inc.'s sponsor-wide assets declined 1.2%, from $68K to $67K.
Where does Howe Financial Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Howe Financial Group, Inc. 401(k) Plan ranks in the 4th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Howe Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Biltmore Practice Sales, Inc. 401(k) Plan in AZ ($68K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Howe Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 843845665.

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.