401(k) · DOL Form 5500 · 2023

History Associates, Incorporated 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
50
Participants Small participant base
59th
Percentile by assets National rank
$199,778
Avg per participant Above avg balance/head
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Official DOL plan name: History Associates, Incorporated Profit Sharing Plan · Sponsored by History Associates, Incorporated · Maryland · Professional & Technical Services

$10M in assets, 50 participants

History Associates, Incorporated's History Associates, Incorporated Profit Sharing Plan reported $10M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,619 in Professional & Technical Services (20,321 peers)

History Associates, Incorporated multi-year trail

History Associates, Incorporated's plans moved +47.5% in assets from 2022 to 2024; this filing shows History Associates, Incorporated Profit Sharing Plan at $10M / 50 participants.

#11,619
in Professional & Technical Services (20,321 peers)
+26.7%
assets growth YoY

History Associates, Incorporated Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

History Associates, Incorporated Profit Sharing Plan vs every filed plan by assets

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

$9,988,887 Top 41% higher than 59% 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

History Associates, Incorporated 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. History Associates, Incorporated Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • History Associates, Incorporated Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • History Associates, Incorporated Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • History Associates, Incorporated Profit Sharing Plan reported participants rose from 48 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030277643 · History Associates, Incorporated PY 2023 · 401(k)

History Associates, Incorporated Profit Sharing Plan · $10M · 50 · 59th

  • NET $10M
  • NET 50
  • NET 59th
  • NET 401(k)
  • NET near Maintenx 401(k) Plan
  • NET ind #11619

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 Maryland →

History Associates, Incorporated Profit Sharing Plan in the asset neighbourhood

History Associates, Incorporated Profit Sharing PlanHistory Associates, Incorpor…$10MMaintenx 401(k) Plan$10MChampion Rehab Resources, LLC 401(k) PlanChampion Rehab Resources, LL…$10MBluesight 401(k) Plan$10MSyracuse Home Association Retirement PlanSyracuse Home Association Re…$10M
End-of-year total assets ($M) among History Associates, Incorporated Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

History Associates, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All History Associates, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$12M 47.530557167638676% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.88M $11.6M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 48 $8M
2023 1 50 $10M
2024 1 53 $12M

History Associates, Incorporated filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN030277643
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

History Associates, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants History Associates, Incorporated Profit Sharing Plan, Total assets ($B): 0.009988887 · Participants: 50History Associates, Incorporated Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
History Associates, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare History Associates, Incorporated Profit Sharing Plan side-by-side with 3 peers →

History Associates, Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Maintenx 401(k) Plan in FL ($10M); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (50 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 History Associates, Incorporated Profit Sharing Plan assets move in 2023? ▼
History Associates, Incorporated Profit Sharing Plan grew sharply - up 26.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have History Associates, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), History Associates, Incorporated's sponsor-wide assets grew 47.5%, from $8M to $12M.
Which 401(k) plans are similar in size to History Associates, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maintenx 401(k) Plan in FL ($10M, 347 participants).
Which 401(k) plans cover a similar participant headcount to History Associates, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M 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 030277643.

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.