Defined Benefit (Pension) · DOL Form 5500 · 2023

Steven E. Howell, Cpa, PC Pension Plan

Data updated 2026-08-25

$306K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$306,180
Avg per participant High balance/head
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Official DOL plan name: Steven E. Howell, Cpa, PC Cash Balance Plan · Sponsored by Steven E. Howell, Cpa, PC · New York · Professional & Technical Services

$306K in assets, 1 participants

Steven E. Howell, Cpa, PC's Steven E. Howell, Cpa, PC Cash Balance Plan reported $306K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,162 in Professional & Technical Services (20,321 peers)

Steven E. Howell, Cpa, PC multi-year trail

Steven E. Howell, Cpa, PC's plans moved +174.2% in assets from 2022 to 2024; this filing shows Steven E. Howell, Cpa, PC Cash Balance Plan at $306K / 1 participant.

#2,162
in Professional & Technical Services (20,321 peers)
$306K
reported net income

Steven E. Howell, Cpa, PC Cash Balance Plan among the smaller filed plans by assets

Steven E. Howell, Cpa, PC Cash Balance Plan vs every filed plan by assets

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

$306,180 14th percentile higher than 14% 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

Steven E. Howell, Cpa, PC Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven E. Howell, Cpa, PC Cash Balance Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 900149456 · Steven E. Howell, Cpa, PC PY 2023 · Defined Benefit (Pension)

Steven E. Howell, Cpa, PC Cash Balance Plan · $306K · 1 · 14th

  • PHOTO $306K
  • PHOTO 1
  • PHOTO 14th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near The Mindside LLC Cash Balance Plan
  • PHOTO ind #2162

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 →

Steven E. Howell, Cpa, PC Cash Balance Plan in the asset neighbourhood

Steven E. Howell, Cpa, PC Cash Balance PlanSteven E. Howell, Cpa, PC Ca…$306KThe Mindside LLC Cash Balance PlanThe Mindside LLC Cash Balanc…$309KCaneel Bay Resort Retirement Income PlanCaneel Bay Resort Retirement…$309KPiercy Golf, Inc. Defined Benefit PlanPiercy Golf, Inc. Defined Be…$311KThe Caledonian Record Publishing CoThe Caledonian Record Publis…$302K
End-of-year total assets ($M) among Steven E. Howell, Cpa, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Steven E. Howell, Cpa, PC multi-year asset trail

Sponsor-wide plan assets over time

All Steven E. Howell, Cpa, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 174.2319335515687% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.54M $1.49M ▲ +175.9%
Year Plans Participants Total Assets
2022 1 1 $544K
2023 2 2 $982K
2024 2 2 $1M

Steven E. Howell, Cpa, PC filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$306K
Net Income$306K
Employer EIN900149456
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Steven E. Howell, Cpa, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Steven E. Howell, Cpa, PC Cash Balance Plan, Total assets ($B): 0.00030618 · Participants: 1Steven E. Howell, Cpa, PC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Steven E. Howell, Cpa, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Steven E. Howell, Cpa, PC Cash Balance Plan side-by-side with 3 peers →

Steven E. Howell, Cpa, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Mindside LLC Cash Balance Plan in AL ($309K); by covered participants it is Baker Hostetler Cash Balance Plan in OH (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($306K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 have Steven E. Howell, Cpa, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven E. Howell, Cpa, PC's sponsor-wide assets grew 174.2%, from $544K to $1M.
Where does Steven E. Howell, Cpa, PC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Steven E. Howell, Cpa, PC Cash Balance Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Steven E. Howell, Cpa, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Mindside LLC Cash Balance Plan in AL ($309K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Steven E. Howell, Cpa, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Baker Hostetler Cash Balance Plan in OH (1 participant, 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 900149456.

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.