401(k) · DOL Form 5500 · 2023

Heaton & Venuti LLP 401(k) Plan

Data updated 2026-08-25

$789K
Total assets Small plan by assets
6
Participants Small participant base
22nd
Percentile by assets National rank
$131,549
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heaton & Venuti LLP, 401(k) Profit Sharing Plan · Sponsored by Heaton & Venuti LLP · New York · Professional & Technical Services

$789K in assets, 6 participants

Heaton & Venuti LLP's Heaton & Venuti LLP, 401(k) Profit Sharing Plan reported $789K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,393 in Professional & Technical Services (20,321 peers)

Heaton & Venuti LLP multi-year trail

Heaton & Venuti LLP's plans moved +18.9% in assets from 2022 to 2023; this filing shows Heaton & Venuti LLP, 401(k) Profit Sharing Plan at $789K / 6 participants.

#3,393
in Professional & Technical Services (20,321 peers)
+18.9%
assets growth YoY

Heaton & Venuti LLP, 401(k) Profit Sharing Plan among the smaller filed plans by assets

Heaton & Venuti LLP, 401(k) Profit Sharing Plan vs every filed plan by assets

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

$789,291 22nd percentile higher than 22% 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

Heaton & Venuti LLP, 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heaton & Venuti LLP, 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heaton & Venuti LLP, 401(k) Profit Sharing Plan reported net income rose from -$28K in the plan year 2022 filing to $125K in the plan year 2023 filing.
  • Heaton & Venuti LLP, 401(k) Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Heaton & Venuti LLP, 401(k) Profit Sharing Plan end-of-year assets rose from $664K in the plan year 2022 filing to $789K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 542096942 · Heaton & Venuti LLP PY 2023 · 401(k)

Heaton & Venuti LLP, 401(k) Profit Sharing Plan · $789K · 6 · 22nd

  • NET $789K
  • BOOK 6
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Fiat Lux Ventures Inc 401(k) Plan
  • EBSA ind #3393

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 New York →

Heaton & Venuti LLP, 401(k) Profit Sharing Plan in the asset neighbourhood

Heaton & Venuti LLP, 401(k) Profit Sharing PlanHeaton & Venuti LLP, 401(k) …$789KFiat Lux Ventures Inc 401(k) PlanFiat Lux Ventures Inc 401(k)…$789KMac2, PLLC 401(k) Profit Sharing PlanMac2, PLLC 401(k) Profit Sha…$789KE2mc Group, Inc. 401(k) Profit Sharing PlanE2mc Group, Inc. 401(k) Prof…$790K401(k) Profit Sharing Plan for Westminster Village Terre Haute, Inc.401(k) Profit Sharing Plan f…$790K
End-of-year total assets ($M) among Heaton & Venuti LLP, 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heaton & Venuti LLP multi-year asset trail

Sponsor-wide plan assets over time

All Heaton & Venuti LLP plans reported in each filing year

Latest sponsor-wide plan assets
$789K 18.896343741338377% vs 2022
2023 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M$0.85M 20222023 $0.66M $0.79M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 8 $664K
2023 1 6 $789K

Heaton & Venuti LLP filing trail (2023)

Total Assets (Beginning of Year)$664K
Net Assets (End of Year)$789K
Net Income$125K
Employer EIN542096942
Plan Effective Date2003-03-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Heaton & Venuti LLP, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heaton & Venuti LLP, 401(k) Profit Sharing Plan, Total assets ($B): 0.000789291 · Participants: 6Heaton & Venuti LLP, 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Heaton & Venuti LLP, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Heaton & Venuti LLP, 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heaton & Venuti LLP, 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fiat Lux Ventures Inc 401(k) Plan in FL ($789K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Heaton & Venuti LLP, 401(k) Profit Sharing Plan assets move in 2023? ▼
Heaton & Venuti LLP, 401(k) Profit Sharing Plan grew sharply - up 18.9% during 2023, from $664K to $789K. Reported net income was $125K.
How have Heaton & Venuti LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Heaton & Venuti LLP's sponsor-wide assets grew 18.9%, from $664K to $789K.
Where does Heaton & Venuti LLP, 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heaton & Venuti LLP, 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heaton & Venuti LLP, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiat Lux Ventures Inc 401(k) Plan in FL ($789K, 31 participants).
Which 401(k) plans cover a similar participant headcount to Heaton & Venuti LLP, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 542096942.

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.