401(k) · DOL Form 5500 · 2023

Howe and Rusling, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
23
Participants Small participant base
60th
Percentile by assets National rank
$456,890
Avg per participant High balance/head
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Official DOL plan name: Howe & Rusling 401(k) Plan · Sponsored by Howe and Rusling, Inc. · New York · Finance & Insurance

$11M in assets, 23 participants

Howe and Rusling, Inc.'s Howe & Rusling 401(k) Plan reported $11M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,942 in Finance & Insurance (8,869 peers)

Howe and Rusling, Inc. multi-year trail

Howe and Rusling, Inc.'s plans moved +57.1% in assets from 2022 to 2024; this filing shows Howe & Rusling 401(k) Plan at $11M / 23 participants.

#3,942
in Finance & Insurance (8,869 peers)
+23.4%
assets growth YoY

Howe & Rusling 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Howe & Rusling 401(k) Plan vs every filed plan by assets

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

$10,508,465 Top 40% higher than 60% 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

Howe & Rusling 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. Howe & Rusling 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Howe & Rusling 401(k) Plan reported net income rose from $669K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Howe & Rusling 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Howe & Rusling 401(k) Plan reported participants rose from 21 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160487955 · Howe and Rusling, Inc. PY 2023 · 401(k)

Howe & Rusling 401(k) Plan · $11M · 23 · 60th

  • PHOTO $11M
  • PHOTO 23
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Stavig Industries LLC 401(k) Plan
  • PHOTO ind #3942

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 New York →

Howe & Rusling 401(k) Plan in the asset neighbourhood

Howe & Rusling 401(k) Plan$11MStavig Industries LLC 401(k) PlanStavig Industries LLC 401(k)…$11MHome Care Delivered, Inc. 401(k) PlanHome Care Delivered, Inc. 40…$11MMar-Val Food Store No1 Inc 401(k) Profit Sharing PlanMar-Val Food Store No1 Inc 4…$11MSmart Circle International, LLC 401(k) PlanSmart Circle International, …$11M
End-of-year total assets ($M) among Howe & Rusling 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Howe and Rusling, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Howe and Rusling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 57.06964623565953% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.52M $13.4M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 21 $9M
2023 1 23 $11M
2024 1 23 $13M

Howe and Rusling, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN160487955
Plan Effective Date2006-08-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Howe & Rusling 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Howe & Rusling 401(k) Plan, Total assets ($B): 0.010508465 · Participants: 23Howe & Rusling 401(k) 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
Howe & Rusling 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Howe & Rusling 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Stavig Industries LLC 401(k) Plan in OR ($11M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Howe & Rusling 401(k) Plan assets move in 2023? ▼
Howe & Rusling 401(k) Plan grew sharply - up 23.4% during 2023, from $9M to $11M. Reported net income was $2M.
How have Howe and Rusling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howe and Rusling, Inc.'s sponsor-wide assets grew 57.1%, from $9M to $13M.
Which 401(k) plans are similar in size to Howe & Rusling 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stavig Industries LLC 401(k) Plan in OR ($11M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Howe & Rusling 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 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 160487955.

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.