401(k) · DOL Form 5500 · 2023
Flaherty, Sensabaugh & Bonasso, P.L.L.C 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 100
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $495,735
- Avg per participant High balance/head
Official DOL plan name: Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan · Sponsored by Flaherty, Sensabaugh & Bonasso, P.L.L.C · West Virginia · Professional & Technical Services
$50M in assets, 100 participants
Flaherty, Sensabaugh & Bonasso, P.L.L.C's Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan reported $50M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #17,581 in Professional & Technical Services (20,321 peers)
Coverage in West Virginia
Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan covers 100 participants in West Virginia, about 21% of the average West Virginia filer (state average ~467 per filing). Assets: $50M.
- #17,581
- in Professional & Technical Services (20,321 peers)
- +17.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan's outsized position by total assets
Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,573,523 Top 15% higher than 85% 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
Flaherty, Sensabaugh & Bonasso, P.L.L.C. 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. Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan reported participants rose from 97 in the plan year 2022 filing to 100 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 550710558 · Flaherty, Sensabaugh & Bonasso, P.L.L.C PY 2023 · 401(k)
Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan · $50M · 100 · 85th
- EBSA $50M
- PART 100
- TYPE 85th
- NET 401(k)
- BOOK near Ancira Enterprises Employee Savings Plan
- VS-ST ind #17581
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 West Virginia →
Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $7M |
| Employer EIN | 550710558 |
| Plan Effective Date | 1991-10-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Flaherty, Sensabaugh & Bonasso, P.L.L.C)
Sponsor-wide plan assets over time
All Flaherty, Sensabaugh & Bonasso, P.L.L.C plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 17.24513301980338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $42M |
| 2023 | 1 | 100 | $50M |
| 2024 | 1 | 94 | $50M |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.1B · 1,878
- Camc Health System Basic Retirement Plan $719M · N/A
- American Public Education Retirement Plan $259M · 5,728
- West Virginia University Health System 401(k) Plan $255M · 2,525
- United Bankshares, Inc. Savings and Stock Investment Plan $228M · 2,740
Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Ancira Enterprises Employee Savings Plan in TX ($50M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Ancira Enterprises Employee Savings Plan (TX) $50M · 695
- Prohealth Partners/Argus Medical Management 401(k) Retirement Savings Plan (CA) $50M · 604
- Clearwater Cardiovascular and Interventional Consultants, Md, PA 401(k) Profit Sharing Plan (FL) $50M · 148
- Ike Group Inc. 401(k) Profit Sharing Plan (HI) $50M · 142
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Carteret Management Corporation 401(k) Plan (FL) 100 · 0 off
- Tantara Transportation Corp. 401(k) Plan & Trust (IA) 100 · 0 off
- Alexander's Contract Services, Inc.401-K Plan (CA) 100 · 0 off
- Coffman Truck Sales, Inc. 401(k) Plan (IL) 100 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.