401(k) · DOL Form 5500 · 2023
Horing Welikson Rosen & Digrugilliers PC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $144,148
- Avg per participant Near avg balance/head
Official DOL plan name: Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan · Sponsored by Horing Welikson Rosen & Digrugilliers PC · New York · Professional & Technical Services
$4M in assets, 25 participants
Horing Welikson Rosen & Digrugilliers PC's Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan reported $4M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,253 in Professional & Technical Services (20,321 peers)
Horing Welikson Rosen & Digrugilliers PC multi-year trail
Horing Welikson Rosen & Digrugilliers PC's plans moved +43.4% in assets from 2022 to 2024; this filing shows Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan at $4M / 25 participants.
- #7,253
- in Professional & Technical Services (20,321 peers)
- +26.4%
- assets growth YoY
Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,603,712 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing 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. Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan reported net income rose from -$383K in the plan year 2022 filing to $752K in the plan year 2023 filing.
- Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan reported participants fell from 27 in the plan year 2022 filing to 25 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 113135794 · Horing Welikson Rosen & Digrugilliers PC PY 2023 · 401(k)
Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan · $4M · 25 · 38th
- SCH $4M
- EBSA 25
- PART 38th
- TYPE 401(k)
- NET near Americom Technology, Inc. 401(k) Profit Sharing Plan
- BOOK ind #7253
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 →
Horing Welikson Rosen & Digrugilliers P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Horing Welikson Rosen & Digrugilliers PC multi-year asset trail
Sponsor-wide plan assets over time
All Horing Welikson Rosen & Digrugilliers PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 43.42817373499383% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $3M |
| 2023 | 1 | 25 | $4M |
| 2024 | 1 | 31 | $4M |
Horing Welikson Rosen & Digrugilliers PC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $752K |
| Employer EIN | 113135794 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Horing Welikson Rosen & Digrugilliers P.C. 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 Americom Technology, Inc. 401(k) Profit Sharing Plan in UT ($4M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Pyromet 401(k) Plan (PA) 25 · 0 off
- Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
- Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
- Kathcar Incorporated Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.