401(k) · DOL Form 5500 · 2022
History Associates, Incorporated 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $164,233
- Avg per participant Above avg balance/head
Official DOL plan name: History Associates, Incorporated Profit Sharing Plan · Sponsored by History Associates, Incorporated · Maryland · Professional & Technical Services
$8M in assets, 48 participants
History Associates, Incorporated's History Associates, Incorporated Profit Sharing Plan reported $8M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #12,543 in Professional & Technical Services (21,562 peers)
History Associates, Incorporated multi-year trail
History Associates, Incorporated's plans moved +47.5% in assets from 2022 to 2024; this filing shows History Associates, Incorporated Profit Sharing Plan at $8M / 48 participants.
- #12,543
- in Professional & Technical Services (21,562 peers)
- -29.9%
- assets change YoY
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.
History Associates, Incorporated Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
History Associates, Incorporated Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,883,175 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
History Associates, Incorporated 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. History Associates, Incorporated Profit Sharing Plan is a small filing (48 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 030277643 · History Associates, Incorporated PY 2022 · 401(k)
History Associates, Incorporated Profit Sharing Plan · $8M · 48 · 60th
- NET $8M
- BOOK 48
- VS-ST 60th
- BOY 401(k)
- SCH near Aamp Global 401(k) Plan
- EBSA ind #12543
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 Maryland →
History Associates, Incorporated Profit Sharing Plan in the asset neighbourhood
History Associates, Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All History Associates, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 47.530557167638676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $8M |
| 2023 | 1 | 50 | $10M |
| 2024 | 1 | 53 | $12M |
History Associates, Incorporated filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$3M |
| Employer EIN | 030277643 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
History Associates, Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Aamp Global 401(k) Plan in FL ($8M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Aamp Global 401(k) Plan (FL) $8M · 218
- Western Global Airlines 401(k) Profit Sharing (FL) $8M · 378
- Alphasense, Inc. 401(k) Plan (NY) $8M · 289
- Korbyt 401(k) Plan (TX) $8M · 80
Similar participant headcount
Nearest other-state filings by covered participants (48 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.