401(k) · DOL Form 5500 · 2022
Howe and Rusling, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $405,649
- Avg per participant High balance/head
Official DOL plan name: Howe & Rusling 401(k) Plan · Sponsored by Howe and Rusling, Inc. · New York · Finance & Insurance
$9M in assets, 21 participants
Howe and Rusling, Inc.'s Howe & Rusling 401(k) Plan reported $9M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #4,172 in Finance & Insurance (9,261 peers)
Howe and Rusling, Inc. multi-year trail
Howe and Rusling, Inc.'s plans moved +57.1% in assets from 2022 to 2024; this filing shows Howe & Rusling 401(k) Plan at $9M / 21 participants.
- #4,172
- in Finance & Insurance (9,261 peers)
- +8.5%
- assets growth YoY
Howe & Rusling 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Howe & Rusling 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,518,637 Top 38% higher than 62% 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
Howe & Rusling 401(k) 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. Howe & Rusling 401(k) Plan is a small filing (21 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 160487955 · Howe and Rusling, Inc. PY 2022 · 401(k)
Howe & Rusling 401(k) Plan · $9M · 21 · 62nd
- BOY $9M
- SCH 21
- EBSA 62nd
- PART 401(k)
- TYPE near Centennial Bank, Inc. Profit Sharing Plan
- NET ind #4172
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 →
Howe & Rusling 401(k) Plan in the asset neighbourhood
Howe and Rusling, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Howe and Rusling, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 57.06964623565953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $9M |
| 2023 | 1 | 23 | $11M |
| 2024 | 1 | 23 | $13M |
Howe and Rusling, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $669K |
| Employer EIN | 160487955 |
| Plan Effective Date | 2006-08-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Howe & Rusling 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Centennial Bank, Inc. Profit Sharing Plan in TN ($9M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.
- Aj's Recycling Services, Inc. 401(k) Plan (MI) 21 · 0 off
- Makerite Manufacturing Co., Inc. Savings & Retirement Plan (IL) 21 · 0 off
- Monster Games, Inc. 401(k) Plan (MN) 21 · 0 off
- Dog House Ventures, Inc. 401(k) Plan (DE) 21 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.