401(k) · DOL Form 5500 · 2023

Mears, Smith, Houser & Boyle, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
35th
Percentile by assets National rank
$116,497
Avg per participant Below avg balance/head
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Official DOL plan name: Mshb 401(k) Plan · Sponsored by Mears, Smith, Houser & Boyle, P.C. · Pennsylvania · Professional & Technical Services

$3M in assets, 24 participants

Mears, Smith, Houser & Boyle, P.C.'s Mshb 401(k) Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,378 in Professional & Technical Services (20,321 peers)

Mears, Smith, Houser & Boyle, P.C. multi-year trail

Mears, Smith, Houser & Boyle, P.C.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Mshb 401(k) Plan at $3M / 24 participants.

#6,378
in Professional & Technical Services (20,321 peers)
+9.8%
assets growth YoY

Mshb 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mshb 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,795,922 35th percentile higher than 35% of 127,068 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 2023

Mshb 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mshb 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mshb 401(k) Plan reported net income rose from -$528K in the plan year 2022 filing to $251K in the plan year 2023 filing.
  • Mshb 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mshb 401(k) Plan reported participants rose from 23 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251731918 · Mears, Smith, Houser & Boyle, P.C. PY 2023 · 401(k)

Mshb 401(k) Plan · $3M · 24 · 35th

  • NET $3M
  • NET 24
  • NET 35th
  • NET 401(k)
  • NET near Fred R. Rippy, Inc. 401(k) and Profit Sharing Plan
  • NET ind #6378

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 Pennsylvania →

Mshb 401(k) Plan in the asset neighbourhood

Mshb 401(k) Plan$3MFred R. Rippy, Inc. 401(k) and Profit Sharing PlanFred R. Rippy, Inc. 401(k) a…$3MAmerican Furniture Manufacturing, Inc. 401(k) PlanAmerican Furniture Manufactu…$3MCompstak, Inc. 401(k) Plan$3MNuface 401(k) Savings Plan$3M
End-of-year total assets ($M) among Mshb 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mears, Smith, Houser & Boyle, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Mears, Smith, Houser & Boyle, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.75411091999588% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.55M $3.56M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 1 24 $3M
2024 1 16 $4M

Mears, Smith, Houser & Boyle, P.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$251K
Employer EIN251731918
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Mshb 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Mshb 401(k) Plan, Total assets ($B): 0.002795922 · Participants: 24Mshb 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Mshb 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mshb 401(k) Plan side-by-side with 3 peers →

Mshb 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Fred R. Rippy, Inc. 401(k) and Profit Sharing Plan in CA ($3M); by covered participants it is National Institute for Trial Advocacy 401(k) Plan in CO (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mshb 401(k) Plan assets move in 2023? ▼
Mshb 401(k) Plan grew at a solid clip - up 9.8% during 2023, from $3M to $3M. Reported net income was $251K.
How have Mears, Smith, Houser & Boyle, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mears, Smith, Houser & Boyle, P.C.'s sponsor-wide assets grew 39.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Mshb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fred R. Rippy, Inc. 401(k) and Profit Sharing Plan in CA ($3M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Mshb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Institute for Trial Advocacy 401(k) Plan in CO (24 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251731918.

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.