401(k) · DOL Form 5500 · 2023

Hinman, Howard & Kattell, LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
196
Participants Below avg headcount
84th
Percentile by assets National rank
$230,659
Avg per participant Above avg balance/head
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Official DOL plan name: Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 · Sponsored by Hinman, Howard & Kattell, LLP · New York · Professional & Technical Services

$45M in assets, 196 participants

Hinman, Howard & Kattell, LLP's Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 reported $45M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,358 in Professional & Technical Services (20,321 peers)

Coverage in New York

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 covers 196 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $45M.

#17,358
in Professional & Technical Services (20,321 peers)
+12.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1's outsized position by total assets

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 vs every filed plan by assets

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

$45,209,183 Top 16% higher than 84% 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

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 sits mid-pack in the medium band (196 participants).

EBSA filing schedule strip

Filing strip 150561878 · Hinman, Howard & Kattell, LLP PY 2023 · 401(k)

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 · $45M · 196 · 84th

  • EIN $45M
  • EIN 196
  • EIN 84th
  • EIN 401(k)
  • EIN near First Fertility 401(k) Plan
  • EIN ind #17358

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 →

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 in the asset neighbourhood

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1Hinman, Howard & Kattell, LL…$45MFirst Fertility 401(k) Plan$45MBandai Namco 401(k) Plan 1$45MBandai Namco 401(k) Plan 1$45MDickson-Diveley Midwest Orthopaedic Clinic, LLC 401(k) Profit Sharing PlanDickson-Diveley Midwest Orth…$45M
End-of-year total assets ($M) among Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$5M
Employer EIN150561878
Plan Effective Date1969-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Hinman, Howard & Kattell, LLP)

Sponsor-wide plan assets over time

All Hinman, Howard & Kattell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$101M 11.298748751995806% vs 2023
2024 filing year
$85M$90M$95M$100M$105M 20232024 $90.4M $101M ▲ +11.3%
Year Plans Participants Total Assets
2023 2 198 $90M
2024 2 147 $101M

Nearby 401(k) Plans in New York

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

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1, Total assets ($B): 0.045209183 · Participants: 196Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1IBM 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
Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 side-by-side with 3 peers →

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is First Fertility 401(k) Plan in CT ($45M); by covered participants it is Oscor Inc. 401(k) Plan in TX (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 assets move in 2023? ▼
Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 grew at a solid clip - up 12.2% during 2023, from $40M to $45M. Reported net income was $5M.
How have Hinman, Howard & Kattell, LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hinman, Howard & Kattell, LLP's sponsor-wide assets grew 11.3%, from $90M to $101M.
Where does Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 rank by assets among Form 5500 filers? ▼
Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 ranks in the 84th 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 Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1? ▼
Among 401(k) plans in other states, the closest by assets is First Fertility 401(k) Plan in CT ($45M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1? ▼
Among 401(k) plans in other states, the closest by covered participants is Oscor Inc. 401(k) Plan in TX (196 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 150561878.

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.