401(k) · DOL Form 5500 · 2023

Humes and Wagner LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
42nd
Percentile by assets National rank
$277,909
Avg per participant High balance/head
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Official DOL plan name: Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Humes and Wagner LLP · New York · Professional & Technical Services

$4M in assets, 16 participants

Humes and Wagner LLP's Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,071 in Professional & Technical Services (20,321 peers)

Humes and Wagner LLP multi-year trail

Humes and Wagner LLP's plans moved +39.5% in assets from 2022 to 2024; this filing shows Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust at $4M / 16 participants.

#8,071
in Professional & Technical Services (20,321 peers)
+20.1%
assets growth YoY

Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,446,545 42nd percentile higher than 42% 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

Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $745K in the plan year 2023 filing.
  • Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust reported participants fell from 17 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112066849 · Humes and Wagner LLP PY 2023 · 401(k)

Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust · $4M · 16 · 42nd

  • 5500 $4M
  • ASSETS 16
  • PCT 42nd
  • EIN 401(k)
  • RANK near Warrior 401(k) Plan
  • PHOTO ind #8071

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 →

Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Humes and Wagner LLP 401(k) Profit Sharing Plan and TrustHumes and Wagner LLP 401(k) …$4MWarrior 401(k) Plan$4MMariano F Deguzman Md Sc 401(k) Profit Sharing Plan and TrustMariano F Deguzman Md Sc 401…$4MFirst Bank ESOP/401(k)$4MMichigan Pizza Hut, Inc. 401(k) PlanMichigan Pizza Hut, Inc. 401…$4M
End-of-year total assets ($M) among Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Humes and Wagner LLP multi-year asset trail

Sponsor-wide plan assets over time

All Humes and Wagner LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.46978510526432% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.7M $5.16M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 16 $4M
2024 1 16 $5M

Humes and Wagner LLP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$745K
Employer EIN112066849
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004446545 · Participants: 16Humes and Wagner LLP 401(k) Profit Sharing Plan and TrustIBM 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
Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Warrior 401(k) Plan in TX ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 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 (16 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 Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust grew sharply - up 20.1% during 2023, from $4M to $4M. Reported net income was $745K.
How have Humes and Wagner LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humes and Wagner LLP's sponsor-wide assets grew 39.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Warrior 401(k) Plan in TX ($4M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Humes and Wagner LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 112066849.

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.