401(k) · DOL Form 5500 · 2023

Howard Financial Services, Ltd 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
27
Participants Small participant base
49th
Percentile by assets National rank
$240,811
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Howard Financial Services 401(k) Plan · Sponsored by Howard Financial Services, Ltd · Texas · Professional & Technical Services

$7M in assets, 27 participants

Howard Financial Services, Ltd's Howard Financial Services 401(k) Plan reported $7M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,717 in Professional & Technical Services (20,321 peers)

Howard Financial Services, Ltd multi-year trail

Howard Financial Services, Ltd's plans moved +84.9% in assets from 2022 to 2024; this filing shows Howard Financial Services 401(k) Plan at $7M / 27 participants.

#9,717
in Professional & Technical Services (20,321 peers)
+39.8%
assets growth YoY

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

Howard Financial Services 401(k) Plan vs every filed plan by assets

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

$6,501,901 49th percentile higher than 49% 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

Howard Financial Services 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. Howard Financial Services 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Howard Financial Services 401(k) Plan reported net income rose from -$370K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Howard Financial Services 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Howard Financial Services 401(k) Plan reported participants rose from 24 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201151802 · Howard Financial Services, Ltd PY 2023 · 401(k)

Howard Financial Services 401(k) Plan · $7M · 27 · 49th

  • SCH $7M
  • SCH 27
  • SCH 49th
  • SCH 401(k)
  • SCH near Evolved by Nature 401(k) Plan
  • SCH ind #9717

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 Texas →

Howard Financial Services 401(k) Plan in the asset neighbourhood

Howard Financial Services 401(k) PlanHoward Financial Services 40…$7MEvolved by Nature 401(k) Plan$7MTmvc 401(k) Retirement Plan$7MGreenbrook Tms 401(k) Plan$7MFamily Healthcare Center 401(k) PlanFamily Healthcare Center 401…$7M
End-of-year total assets ($M) among Howard Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Howard Financial Services, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Howard Financial Services, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$9M 84.85663519822366% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.65M $8.6M ▲ +84.9%
Year Plans Participants Total Assets
2022 1 24 $5M
2023 1 27 $7M
2024 1 30 $9M

Howard Financial Services, Ltd filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN201151802
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Howard Financial Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Howard Financial Services 401(k) Plan, Total assets ($B): 0.006501901 · Participants: 27Howard Financial Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Howard Financial Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Howard Financial Services 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Evolved by Nature 401(k) Plan in MA ($7M); by covered participants it is Jessup & Associates, Inc. Safe Harbor 401(k) Plan in TN (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Howard Financial Services 401(k) Plan assets move in 2023? ▼
Howard Financial Services 401(k) Plan surged - up 39.8% during 2023, from $5M to $7M. Reported net income was $2M.
How have Howard Financial Services, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard Financial Services, Ltd's sponsor-wide assets grew 84.9%, from $5M to $9M.
Which 401(k) plans are similar in size to Howard Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evolved by Nature 401(k) Plan in MA ($7M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Howard Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jessup & Associates, Inc. Safe Harbor 401(k) Plan in TN (27 participants, $820K 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 201151802.

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.