401(k) · DOL Form 5500 · 2022
Lucia Howard 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 1
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $48.4M
- Avg per participant High balance/head
Official DOL plan name: Nh Profit Sharing Plan & Trust · Sponsored by Lucia Howard · Arizona · Professional & Technical Services
$48M in assets, 1 participants
Lucia Howard's Nh Profit Sharing Plan & Trust reported $48M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #19,142 in Professional & Technical Services (21,562 peers)
Where Nh Profit Sharing Plan & Trust sits by assets
Nh Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $48M for 1 participant (~$48.4M/participant), down 13.0% in 2022.
- #19,142
- in Professional & Technical Services (21,562 peers)
- -13.0%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nh Profit Sharing Plan & Trust's outsized position by total assets
Nh Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$48,448,718 Top 12% higher than 88% 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
Nh Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nh Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 860278760 · Lucia Howard PY 2022 · 401(k)
Nh Profit Sharing Plan & Trust · $48M · 1 · 88th
- SCH $48M
- EBSA 1
- PART 88th
- TYPE 401(k)
- NET near Blount Fine Foods Corp 401(k) and Profit Sharing Plan
- BOOK ind #19142
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 Arizona →
Nh Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$6M |
| Employer EIN | 860278760 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lucia Howard)
Sponsor-wide plan assets over time
All Lucia Howard plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 7.001085147392342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $48M |
| 2023 | 1 | 1 | $48M |
| 2024 | 1 | 1 | $52M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Nh Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Blount Fine Foods Corp 401(k) and Profit Sharing Plan in MA ($48M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Blount Fine Foods Corp 401(k) and Profit Sharing Plan (MA) $48M · 1,681
- High Street Insurance Partners 401(k) Plan (MI) $48M · 217
- Generations Healthcare, LLC 401(k) Plan (CA) $48M · 3,348
- Bfpe International, Inc. 401(k) Plan (MD) $48M · 844
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.