401(k) · DOL Form 5500 · 2023

Finn Dixon & Herling LLP 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
101
Participants Small participant base
81st
Percentile by assets National rank
$344,024
Avg per participant High balance/head
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Official DOL plan name: Finn Dixon & Herling LLP 401(k) Profit Sharing Plan · Sponsored by Finn Dixon & Herling LLP · Connecticut · Professional & Technical Services

$35M in assets, 101 participants

Finn Dixon & Herling LLP's Finn Dixon & Herling LLP 401(k) Profit Sharing Plan reported $35M in total assets and 101 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.

  • #16,641 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan covers 101 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $35M.

#16,641
in Professional & Technical Services (20,321 peers)
+16.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan's outsized position by total assets

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,746,375 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

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan 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. Finn Dixon & Herling LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finn Dixon & Herling LLP 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Finn Dixon & Herling LLP 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Finn Dixon & Herling LLP 401(k) Profit Sharing Plan reported participants fell from 103 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061190097 · Finn Dixon & Herling LLP PY 2023 · 401(k)

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan · $35M · 101 · 81st

  • PART $35M
  • TYPE 101
  • NET 81st
  • BOOK 401(k)
  • VS-ST near Heat Transfer Research, Inc. 401(k) Plan
  • BOY ind #16641

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 Connecticut →

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Finn Dixon & Herling LLP 401(k) Profit Sharing PlanFinn Dixon & Herling LLP 401…$35MHeat Transfer Research, Inc. 401(k) PlanHeat Transfer Research, Inc.…$35MIgi 401(k) Profit Sharing Plan and TrustIgi 401(k) Profit Sharing Pl…$35MTca 401(k) Retirement Savings PlanTca 401(k) Retirement Saving…$35MThe Alexander Dawson School 401(k) PlanThe Alexander Dawson School …$35M
End-of-year total assets ($M) among Finn Dixon & Herling LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN061190097
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finn Dixon & Herling LLP)

Sponsor-wide plan assets over time

All Finn Dixon & Herling LLP plans reported in each filing year

Latest sponsor-wide plan assets
$38M 28.080463510671294% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.9M $38.3M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 103 $30M
2023 1 101 $35M
2024 1 105 $38M

Nearby 401(k) Plans in Connecticut

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

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Finn Dixon & Herling LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.034746375 · Participants: 101Finn Dixon & Herling LLP 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Finn Dixon & Herling LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Heat Transfer Research, Inc. 401(k) Plan in TX ($35M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Finn Dixon & Herling LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan grew sharply - up 16.2% during 2023, from $30M to $35M. Reported net income was $5M.
How have Finn Dixon & Herling LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finn Dixon & Herling LLP's sponsor-wide assets grew 28.1%, from $30M to $38M.
Where does Finn Dixon & Herling LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan 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 Finn Dixon & Herling LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heat Transfer Research, Inc. 401(k) Plan in TX ($35M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Finn Dixon & Herling LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 061190097.

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.