401(k) · DOL Form 5500 · 2023

Howard/Stein-Hudson Associates, Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
89
Participants Small participant base
66th
Percentile by assets National rank
$162,041
Avg per participant Above avg balance/head
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Official DOL plan name: Howard Stein Hudson 401(k) Plan · Sponsored by Howard/Stein-Hudson Associates, Inc · Massachusetts · Professional & Technical Services

$14M in assets, 89 participants

Howard/Stein-Hudson Associates, Inc's Howard Stein Hudson 401(k) Plan reported $14M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,348 in Professional & Technical Services (20,321 peers)

Howard/Stein-Hudson Associates, Inc multi-year trail

Howard/Stein-Hudson Associates, Inc's plans moved +43.2% in assets from 2022 to 2024; this filing shows Howard Stein Hudson 401(k) Plan at $14M / 89 participants.

#13,348
in Professional & Technical Services (20,321 peers)
+25.6%
assets growth YoY

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

Howard Stein Hudson 401(k) Plan vs every filed plan by assets

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

$14,421,647 Top 34% higher than 66% 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 Stein Hudson 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 Stein Hudson 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Howard Stein Hudson 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Howard Stein Hudson 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Howard Stein Hudson 401(k) Plan reported participants rose from 80 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042975120 · Howard/Stein-Hudson Associates, Inc PY 2023 · 401(k)

Howard Stein Hudson 401(k) Plan · $14M · 89 · 66th

  • PHOTO $14M
  • IND 89
  • EOY 66th
  • 5500 401(k)
  • ASSETS near Progressive Produce LLC 401(k) Plan
  • PCT ind #13348

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 Massachusetts →

Howard Stein Hudson 401(k) Plan in the asset neighbourhood

Howard Stein Hudson 401(k) PlanHoward Stein Hudson 401(k) P…$14MProgressive Produce LLC 401(k) PlanProgressive Produce LLC 401(…$14MThe Ross Group Construction Corporation 401(k) PlanThe Ross Group Construction …$14MFalcon Plastics, Inc. 401(k) Salary Savings PlanFalcon Plastics, Inc. 401(k)…$14MStream Companies 401(k) Profit Sharing PlanStream Companies 401(k) Prof…$14M
End-of-year total assets ($M) among Howard Stein Hudson 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Howard/Stein-Hudson Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Howard/Stein-Hudson Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.18093293919498% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.5M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 80 $11M
2023 1 89 $14M
2024 1 98 $16M

Howard/Stein-Hudson Associates, Inc filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN042975120
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Howard Stein Hudson 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Howard Stein Hudson 401(k) Plan, Total assets ($B): 0.014421647 · Participants: 89Howard Stein Hudson 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Howard Stein Hudson 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Howard Stein Hudson 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Progressive Produce LLC 401(k) Plan in CA ($14M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Stein Hudson 401(k) Plan assets move in 2023? ▼
Howard Stein Hudson 401(k) Plan grew sharply - up 25.6% during 2023, from $11M to $14M. Reported net income was $3M.
How have Howard/Stein-Hudson Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard/Stein-Hudson Associates, Inc's sponsor-wide assets grew 43.2%, from $11M to $16M.
Which 401(k) plans are similar in size to Howard Stein Hudson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Progressive Produce LLC 401(k) Plan in CA ($14M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Howard Stein Hudson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 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 042975120.

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.