401(k) · DOL Form 5500 · 2023

Holwell Shuster & Goldberg, LLP 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
99
Participants Small participant base
75th
Percentile by assets National rank
$227,549
Avg per participant Above avg balance/head
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Official DOL plan name: Hsg Retirement Plan · Sponsored by Holwell Shuster & Goldberg, LLP · New York · Professional & Technical Services

$23M in assets, 99 participants

Holwell Shuster & Goldberg, LLP's Hsg Retirement Plan reported $23M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,203 in Professional & Technical Services (20,321 peers)

Where Hsg Retirement Plan sits by assets

Hsg Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 99 participants (~$227,549/participant), up 29.1% in 2023.

#15,203
in Professional & Technical Services (20,321 peers)
+29.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hsg Retirement Plan's outsized position by total assets

Hsg Retirement Plan vs every filed plan by assets

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

$22,527,318 Top 25% higher than 75% 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

Hsg Retirement 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. Hsg Retirement Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hsg Retirement Plan reported net income rose from $509K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Hsg Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Hsg Retirement Plan reported participants rose from 86 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 454222592 · Holwell Shuster & Goldberg, LLP PY 2023 · 401(k)

Hsg Retirement Plan · $23M · 99 · 75th

  • EOY $23M
  • EOY 99
  • EOY 75th
  • EOY 401(k)
  • EOY near Nefco Holding Company LLC 401(k) Profit Sharing Plan
  • EOY ind #15203

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 →

Hsg Retirement Plan in the asset neighbourhood

Hsg Retirement Plan$23MNefco Holding Company LLC 401(k) Profit Sharing PlanNefco Holding Company LLC 40…$23MAmerican Messaging Savings PlanAmerican Messaging Savings P…$23MThieman Quality Metal Fab Inc. 401(k) Retirement Savings Plan and TrustThieman Quality Metal Fab In…$23MAlign Credit Union 401(k) Profit Sharing PlanAlign Credit Union 401(k) Pr…$23M
End-of-year total assets ($M) among Hsg Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN454222592
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holwell Shuster & Goldberg, LLP)

Sponsor-wide plan assets over time

All Holwell Shuster & Goldberg, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$29M 63.492759730924384% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.5M $28.5M ▲ +63.4%
Year Plans Participants Total Assets
2022 1 86 $17M
2023 1 99 $23M
2024 1 108 $29M

Nearby 401(k) Plans in New York

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

Hsg Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hsg Retirement Plan, Total assets ($B): 0.022527318 · Participants: 99Hsg Retirement 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
Hsg Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hsg Retirement Plan side-by-side with 3 peers →

Hsg Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nefco Holding Company LLC 401(k) Profit Sharing Plan in CT ($23M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Hsg Retirement Plan assets move in 2023? ▼
Hsg Retirement Plan grew sharply - up 29.1% during 2023, from $17M to $23M. Reported net income was $5M.
How have Holwell Shuster & Goldberg, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holwell Shuster & Goldberg, LLP's sponsor-wide assets grew 63.5%, from $17M to $29M.
Where does Hsg Retirement Plan rank by assets among Form 5500 filers? ▼
Hsg Retirement Plan ranks in the 75th 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 Hsg Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nefco Holding Company LLC 401(k) Profit Sharing Plan in CT ($23M, 629 participants).
Which 401(k) plans cover a similar participant headcount to Hsg Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 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 454222592.

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.