401(k) · DOL Form 5500 · 2022

Nugent & Haeussler PC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
35
Participants Small participant base
75th
Percentile by assets National rank
$498,225
Avg per participant High balance/head
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Official DOL plan name: Nugent & Haeussler PC Profit Sharing Plan · Sponsored by Nugent & Haeussler PC · New York · Professional & Technical Services

$17M in assets, 35 participants

Nugent & Haeussler PC's Nugent & Haeussler PC Profit Sharing Plan reported $17M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,196 in Professional & Technical Services (21,562 peers)

Where Nugent & Haeussler PC Profit Sharing Plan sits by assets

Nugent & Haeussler PC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $17M for 35 participants (~$498,225/participant), down 14.5% in 2022.

#16,196
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nugent & Haeussler PC Profit Sharing Plan's outsized position by total assets

Nugent & Haeussler PC Profit Sharing Plan vs every filed plan by assets

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

$17,437,880 Top 25% higher than 75% 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

Nugent & Haeussler PC Profit Sharing 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. Nugent & Haeussler PC Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 141567370 · Nugent & Haeussler PC PY 2022 · 401(k)

Nugent & Haeussler PC Profit Sharing Plan · $17M · 35 · 75th

  • BOOK $17M
  • VS-ST 35
  • BOY 75th
  • SCH 401(k)
  • EBSA near Yellowhouse Machinery Company 401(k) Plan
  • PART ind #16196

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 York →

Nugent & Haeussler PC Profit Sharing Plan in the asset neighbourhood

Nugent & Haeussler PC Profit Sharing PlanNugent & Haeussler PC Profit…$17MYellowhouse Machinery Company 401(k) PlanYellowhouse Machinery Compan…$17MRichard E. Pierson Construction Co., Inc. 401(k) PlanRichard E. Pierson Construct…$17MHotwire Communications 401(k) PlanHotwire Communications 401(k…$17MAmryt Pharmaceuticals, Inc. 401(k) PlanAmryt Pharmaceuticals, Inc. …$17M
End-of-year total assets ($M) among Nugent & Haeussler PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN141567370
Plan Effective Date1967-10-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Nugent & Haeussler PC)

Sponsor-wide plan assets over time

All Nugent & Haeussler PC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.58175420406609% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $23.3M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 35 $17M
2023 1 34 $21M
2024 1 26 $23M

Nearby 401(k) Plans in New York

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

Nugent & Haeussler PC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Nugent & Haeussler PC Profit Sharing Plan, Total assets ($B): 0.01743788 · Participants: 35Nugent & Haeussler PC Profit Sharing PlanIBM 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
Nugent & Haeussler PC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Nugent & Haeussler PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Yellowhouse Machinery Company 401(k) Plan in TX ($17M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Nugent & Haeussler PC Profit Sharing Plan assets move in 2022?
Nugent & Haeussler PC Profit Sharing Plan pulled back noticeably - down 14.5% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Nugent & Haeussler PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Nugent & Haeussler PC's sponsor-wide assets grew 33.6%, from $17M to $23M.
Where does Nugent & Haeussler PC Profit Sharing Plan rank by assets among Form 5500 filers?
Nugent & Haeussler PC Profit Sharing Plan ranks in the 75th 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 Nugent & Haeussler PC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Yellowhouse Machinery Company 401(k) Plan in TX ($17M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Nugent & Haeussler PC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 participants, $8M in assets).