401(k) · DOL Form 5500 · 2023

Lucia Howard 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
1
Participants Small participant base
85th
Percentile by assets National rank
$48.1M
Avg per participant High balance/head
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Official DOL plan name: Nh Profit Sharing Plan & Trust · Sponsored by Lucia Howard · Arizona · Professional & Technical Services

$48M in assets, 1 participants

Lucia Howard's Nh Profit Sharing Plan & Trust reported $48M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,527 in Professional & Technical Services (20,321 peers)

Where Nh Profit Sharing Plan & Trust sits by assets

Nh Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $48M for 1 participant (~$48.1M/participant), down 0.6% in 2023.

#17,527
in Professional & Technical Services (20,321 peers)
-0.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $273K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nh Profit Sharing Plan & Trust's outsized position by total assets

Nh Profit Sharing Plan & Trust vs every filed plan by assets

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

$48,135,713 Top 15% higher than 85% 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

Nh Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nh Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nh Profit Sharing Plan & Trust reported net income rose from -$6M in the plan year 2022 filing to -$273K in the plan year 2023 filing.
  • Nh Profit Sharing Plan & Trust end-of-year assets fell from $48M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860278760 · Lucia Howard PY 2023 · 401(k)

Nh Profit Sharing Plan & Trust · $48M · 1 · 85th

  • PHOTO $48M
  • IND 1
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Almatis, Inc. Savings Plan
  • PCT ind #17527

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 Arizona →

Nh Profit Sharing Plan & Trust in the asset neighbourhood

Nh Profit Sharing Plan & TrustNh Profit Sharing Plan & Tru…$48MAlmatis, Inc. Savings Plan$48MOne Water Marine Holdings, LLC 401(k) PlanOne Water Marine Holdings, L…$48MRex-Hide Industries, Inc. Profit Sharing PlanRex-Hide Industries, Inc. Pr…$48MCarousel Motor Group 401(k) Savings PlanCarousel Motor Group 401(k) …$48M
End-of-year total assets ($M) among Nh Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$48M
Net Income-$273K
Employer EIN860278760
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucia Howard)

Sponsor-wide plan assets over time

All Lucia Howard plans reported in each filing year

Latest sponsor-wide plan assets
$52M 7.001085147392342% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $48.5M $51.8M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 1 $48M
2023 1 1 $48M
2024 1 1 $52M

Nearby 401(k) Plans in Arizona

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

Nh Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Nh Profit Sharing Plan & Trust, Total assets ($B): 0.048135713 · Participants: 1Nh Profit Sharing Plan & TrustBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Nh Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Nh Profit Sharing Plan & Trust side-by-side with 3 peers →

Nh Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Almatis, Inc. Savings Plan in AR ($48M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M 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 did Nh Profit Sharing Plan & Trust assets move in 2023? ▼
Nh Profit Sharing Plan & Trust held essentially flat - down 0.6% during 2023, from $48M to $48M. Reported net income was -$273K.
How have Lucia Howard plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucia Howard's sponsor-wide assets grew 7.0%, from $48M to $52M.
Where does Nh Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Nh Profit Sharing Plan & Trust ranks in the 85th 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 Nh Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Almatis, Inc. Savings Plan in AR ($48M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Nh Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 860278760.

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.