401(k) · DOL Form 5500 · 2023

Nugent & Haeussler PC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
34
Participants Small participant base
73rd
Percentile by assets National rank
$606,758
Avg per participant High balance/head
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Official DOL plan name: Nugent & Haeussler PC Profit Sharing Plan · Sponsored by Nugent & Haeussler PC · New York · Professional & Technical Services

$21M in assets, 34 participants

Nugent & Haeussler PC's Nugent & Haeussler PC Profit Sharing Plan reported $21M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,860 in Professional & Technical Services (20,321 peers)

Nugent & Haeussler PC multi-year trail

Nugent & Haeussler PC's plans moved +33.6% in assets from 2022 to 2024; this filing shows Nugent & Haeussler PC Profit Sharing Plan at $21M / 34 participants.

#14,860
in Professional & Technical Services (20,321 peers)
+18.3%
assets growth YoY

Nugent & Haeussler PC Profit Sharing Plan's outsized position by total assets

Nugent & Haeussler PC Profit Sharing Plan vs every filed plan by assets

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

$20,629,766 Top 27% higher than 73% 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

Nugent & Haeussler PC 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. Nugent & Haeussler PC Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nugent & Haeussler PC Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Nugent & Haeussler PC Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Nugent & Haeussler PC Profit Sharing Plan reported participants fell from 35 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141567370 · Nugent & Haeussler PC PY 2023 · 401(k)

Nugent & Haeussler PC Profit Sharing Plan · $21M · 34 · 73rd

  • 5500 $21M
  • 5500 34
  • 5500 73rd
  • 5500 401(k)
  • 5500 near Percontee, Inc./Chantilly Crushed Stone, Inc. Profit Sharing Plan
  • 5500 ind #14860

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 →

Nugent & Haeussler PC Profit Sharing Plan in the asset neighbourhood

Nugent & Haeussler PC Profit Sharing PlanNugent & Haeussler PC Profit…$21MPercontee, Inc./Chantilly Crushed Stone, Inc. Profit Sharing PlanPercontee, Inc./Chantilly Cr…$21MCentific Global Solutions, Inc 401(k) PlanCentific Global Solutions, I…$21MUnited States Senate Federal Credit Union 401(k) PlanUnited States Senate Federal…$21MNewspapers of New England, Inc. 401(k) Savings PlanNewspapers of New England, I…$21M
End-of-year total assets ($M) among Nugent & Haeussler PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nugent & Haeussler PC multi-year asset trail

Sponsor-wide plan assets over time

All Nugent & Haeussler PC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.58175420406609% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $23.3M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 35 $17M
2023 1 34 $21M
2024 1 26 $23M

Nugent & Haeussler PC filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN141567370
Plan Effective Date1967-10-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Nugent & Haeussler PC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Nugent & Haeussler PC Profit Sharing Plan, Total assets ($B): 0.020629766 · Participants: 34Nugent & Haeussler PC Profit Sharing PlanIBM 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
Nugent & Haeussler PC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nugent & Haeussler PC Profit Sharing Plan side-by-side with 3 peers →

Nugent & Haeussler PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Percontee, Inc./Chantilly Crushed Stone, Inc. Profit Sharing Plan in MD ($21M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Nugent & Haeussler PC Profit Sharing Plan assets move in 2023? ▼
Nugent & Haeussler PC Profit Sharing Plan grew sharply - up 18.3% during 2023, from $17M to $21M. Reported net income was $3M.
How have Nugent & Haeussler PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nugent & Haeussler PC's sponsor-wide assets grew 33.6%, from $17M to $23M.
Which 401(k) plans are similar in size to Nugent & Haeussler PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Percontee, Inc./Chantilly Crushed Stone, Inc. Profit Sharing Plan in MD ($21M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Nugent & Haeussler PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 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 141567370.

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.