401(k) · DOL Form 5500 · 2023
Frederick W Howarth 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $71,644
- Avg per participant Below avg balance/head
Official DOL plan name: Frederick W Howarth 401(k) Profit Sharing Plan · Sponsored by Frederick W Howarth · California · Finance & Insurance
$2M in assets, 26 participants
Frederick W Howarth's Frederick W Howarth 401(k) Profit Sharing Plan reported $2M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #1,779 in Finance & Insurance (8,869 peers)
Frederick W Howarth multi-year trail
Frederick W Howarth's plans moved +31.5% in assets from 2022 to 2024; this filing shows Frederick W Howarth 401(k) Profit Sharing Plan at $2M / 26 participants.
- #1,779
- in Finance & Insurance (8,869 peers)
- +12.5%
- assets growth YoY
Frederick W Howarth 401(k) Profit Sharing Plan among the smaller filed plans by assets
Frederick W Howarth 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,862,754 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Frederick W Howarth 401(k) Profit Sharing 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. Frederick W Howarth 401(k) Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Frederick W Howarth 401(k) Profit Sharing Plan reported net income rose from -$255K in the plan year 2022 filing to $206K in the plan year 2023 filing.
- Frederick W Howarth 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Frederick W Howarth 401(k) Profit Sharing Plan reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.
DOL schedule card
Filing strip 954383826 · Frederick W Howarth PY 2023 · 401(k)
Frederick W Howarth 401(k) Profit Sharing Plan · $2M · 26 · 30th
- EIN $2M
- EIN 26
- EIN 30th
- EIN 401(k)
- EIN near Ailsa Capital Management, Inc 401(k) Profit Sharing Plan
- EIN ind #1779
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 California →
Frederick W Howarth 401(k) Profit Sharing Plan in the asset neighbourhood
Frederick W Howarth multi-year asset trail
Sponsor-wide plan assets over time
All Frederick W Howarth plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 31.539493044348205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $2M |
| 2023 | 1 | 26 | $2M |
| 2024 | 1 | 26 | $2M |
Frederick W Howarth filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $206K |
| Employer EIN | 954383826 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Frederick W Howarth 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ailsa Capital Management, Inc 401(k) Profit Sharing Plan in UT ($2M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.
- Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan (ID) 26 · 0 off
- Special Delivery Service Inc 401(k) Profit Sharing Plan & Trust (TX) 26 · 0 off
- Leavitt, Yamane & Soldner, Aal, Alc 401(k) Profit Sharing Plan (HI) 26 · 0 off
- Camp Greystone, LLC 401(k) Profit Sharing Plan (NC) 26 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.