401(k) · DOL Form 5500 · 2023

Richie Heumann, Inc. 401(k) Plan

Data updated 2026-08-25

$406K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$405,746
Avg per participant High balance/head
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Official DOL plan name: Richie Heumann Retirement Plan · Sponsored by Richie Heumann, Inc. · New York · Finance & Insurance

$406K in assets, 1 participants

Richie Heumann, Inc.'s Richie Heumann Retirement Plan reported $406K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #852 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Richie Heumann Retirement Plan holds $406K for 1 participant - about $405,746 per participant, among the smaller plans by assets on file.

#852
in Finance & Insurance (8,869 peers)
+1.3%
assets growth YoY

Richie Heumann Retirement Plan among the smaller filed plans by assets

Richie Heumann Retirement Plan vs every filed plan by assets

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

$405,746 16th percentile higher than 16% 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

Richie Heumann Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richie Heumann Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richie Heumann Retirement Plan reported net income fell from $17K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Richie Heumann Retirement Plan end-of-year assets rose from $401K in the plan year 2022 filing to $406K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 460656539 · Richie Heumann, Inc. PY 2023 · 401(k)

Richie Heumann Retirement Plan · $406K · 1 · 16th

  • TYPE $406K
  • NET 1
  • BOOK 16th
  • VS-ST 401(k)
  • BOY near East Coast Signs & Graphics, Inc. 401(k) Profit Sharing Plan
  • SCH ind #852

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 Finance & Insurance retirement plans → · Plans in New York →

Richie Heumann Retirement Plan in the asset neighbourhood

Richie Heumann Retirement PlanRichie Heumann Retirement Pl…$406KEast Coast Signs & Graphics, Inc. 401(k) Profit Sharing PlanEast Coast Signs & Graphics,…$406KSoftware Network Development Corporation 401(k) PlanSoftware Network Development…$406KCrystal Valley Resort, Inc. 401(k) Profit Sharing PlanCrystal Valley Resort, Inc. …$406KHelmer's Hut Corporation 401(k) PlanHelmer's Hut Corporation 401…$406K
End-of-year total assets ($M) among Richie Heumann Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$401K
Net Assets (End of Year)$406K
Net Income$5K
Employer EIN460656539
Plan Effective Date2012-07-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Richie Heumann, Inc.)

Sponsor-wide plan assets over time

All Richie Heumann, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$408K 1.7515446732479563% vs 2022
2024 filing year
$0.4M$0.4M$0.41M$0.41M$0.42M 202220232024 $0.4M $0.41M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 1 $401K
2023 1 1 $406K
2024 1 1 $408K

Nearby 401(k) Plans in New York

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

Richie Heumann Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Richie Heumann Retirement Plan, Total assets ($B): 0.000405746 · Participants: 1Richie Heumann 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
Richie Heumann Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Richie Heumann Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is East Coast Signs & Graphics, Inc. 401(k) Profit Sharing Plan in SC ($406K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

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 Richie Heumann Retirement Plan assets move in 2023? ▼
Richie Heumann Retirement Plan edged up modestly - up 1.3% during 2023, from $401K to $406K. Reported net income was $5K.
How have Richie Heumann, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richie Heumann, Inc.'s sponsor-wide assets grew 1.8%, from $401K to $408K.
Where does Richie Heumann Retirement Plan rank by assets among Form 5500 filers? ▼
Richie Heumann Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Richie Heumann Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is East Coast Signs & Graphics, Inc. 401(k) Profit Sharing Plan in SC ($406K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Richie Heumann Retirement Plan? ▼
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 460656539.

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.