401(k) · DOL Form 5500 · 2023

Howard, Wershbale & Co. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
108
Participants Small participant base
81st
Percentile by assets National rank
$320,183
Avg per participant High balance/head
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Official DOL plan name: Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust · Sponsored by Howard, Wershbale & Co. · Ohio · Professional & Technical Services

$35M in assets, 108 participants

Howard, Wershbale & Co.'s Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust reported $35M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,626 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust covers 108 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $35M.

#16,626
in Professional & Technical Services (20,321 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust's outsized position by total assets

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust vs every filed plan by assets

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

$34,579,772 Top 19% higher than 81% 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, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust reported participants fell from 118 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341663157 · Howard, Wershbale & Co. PY 2023 · 401(k)

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust · $35M · 108 · 81st

  • ASSETS $35M
  • ASSETS 108
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Builders Insurance Group, Inc. 401(k) Plan
  • ASSETS ind #16626

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 Ohio →

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust in the asset neighbourhood

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and TrustHoward, Wershbale & Co. Prof…$35MBuilders Insurance Group, Inc. 401(k) PlanBuilders Insurance Group, In…$35MMarquette University High School 401(k) PlanMarquette University High Sc…$35MCalabrio, Inc. Retirement PlanCalabrio, Inc. Retirement Pl…$35MHenderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing PlanHenderson, Franklin, Starnes…$35M
End-of-year total assets ($M) among Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN341663157
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Howard, Wershbale & Co.)

Sponsor-wide plan assets over time

All Howard, Wershbale & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 17.393926735295043% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.2M $35.5M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 118 $30M
2023 1 108 $35M
2024 1 146 $35M

Nearby 401(k) Plans in Ohio

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

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust, Total assets ($B): 0.034579772 · Participants: 108Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust side-by-side with 3 peers →

Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Builders Insurance Group, Inc. 401(k) Plan in GA ($35M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust assets move in 2023? ▼
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust grew at a solid clip - up 14.4% during 2023, from $30M to $35M. Reported net income was $4M.
How have Howard, Wershbale & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard, Wershbale & Co.'s sponsor-wide assets grew 17.4%, from $30M to $35M.
Where does Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Builders Insurance Group, Inc. 401(k) Plan in GA ($35M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 341663157.

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.