401(k) · DOL Form 5500 · 2024

Mears, Smith, Houser & Boyle, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
36th
Percentile by assets National rank
$222,322
Avg per participant Above avg balance/head
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Official DOL plan name: Mshb 401(k) Plan · Sponsored by Mears, Smith, Houser & Boyle, P.C. · Pennsylvania · Professional & Technical Services

$4M in assets, 16 participants

Mears, Smith, Houser & Boyle, P.C.'s Mshb 401(k) Plan reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,706 in Professional & Technical Services (20,173 peers)

Mears, Smith, Houser & Boyle, P.C. multi-year trail

Mears, Smith, Houser & Boyle, P.C.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Mshb 401(k) Plan at $4M / 16 participants.

#6,706
in Professional & Technical Services (20,173 peers)
+27.2%
assets growth YoY

Mshb 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mshb 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,557,153 36th percentile higher than 36% of 123,620 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 2024

Mshb 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mshb 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mshb 401(k) Plan reported net income rose from $251K in the plan year 2023 filing to $761K in the plan year 2024 filing.
  • Mshb 401(k) Plan reported participants fell from 24 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Mshb 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251731918 · Mears, Smith, Houser & Boyle, P.C. PY 2024 · 401(k)

Mshb 401(k) Plan · $4M · 16 · 36th

  • NET $4M
  • BOOK 16
  • VS-ST 36th
  • BOY 401(k)
  • SCH near Gregory J. Wiener, M.D., P.C. Cross-Tested 401(k) Profit Sharing Plan
  • EBSA ind #6706

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 Pennsylvania →

Mshb 401(k) Plan in the asset neighbourhood

Mshb 401(k) Plan$4MGregory J. Wiener, M.D., P.C. Cross-Tested 401(k) Profit Sharing PlanGregory J. Wiener, M.D., P.C…$4MGiri Hotel Management LLC 401(k) PlanGiri Hotel Management LLC 40…$4MSanta Barbara Airbus 401(k) Profit Sharing PlanSanta Barbara Airbus 401(k) …$4MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Arizona Autism United, Inc.Safe-Harbor 401(k) Profit Sh…$4M
End-of-year total assets ($M) among Mshb 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mears, Smith, Houser & Boyle, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Mears, Smith, Houser & Boyle, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.75411091999588% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.55M $3.56M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 1 24 $3M
2024 1 16 $4M

Mears, Smith, Houser & Boyle, P.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$761K
Employer EIN251731918
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Mshb 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Mshb 401(k) Plan, Total assets ($B): 0.003557153 · Participants: 16Mshb 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Mshb 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mshb 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Gregory J. Wiener, M.D., P.C. Cross-Tested 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mshb 401(k) Plan assets move in 2024? ▼
Mshb 401(k) Plan grew sharply - up 27.2% during 2024, from $3M to $4M. Reported net income was $761K.
How have Mears, Smith, Houser & Boyle, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mears, Smith, Houser & Boyle, P.C.'s sponsor-wide assets grew 39.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Mshb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gregory J. Wiener, M.D., P.C. Cross-Tested 401(k) Profit Sharing Plan in CA ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Mshb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251731918.

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.