401(k) · DOL Form 5500 · 2024
Howard Financial Services, Ltd 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $286,557
- Avg per participant High balance/head
Official DOL plan name: Howard Financial Services 401(k) Plan · Sponsored by Howard Financial Services, Ltd · Texas · Professional & Technical Services
$9M in assets, 30 participants
Howard Financial Services, Ltd's Howard Financial Services 401(k) Plan reported $9M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,217 in Professional & Technical Services (20,173 peers)
Howard Financial Services, Ltd multi-year trail
Howard Financial Services, Ltd's plans moved +84.9% in assets from 2022 to 2024; this filing shows Howard Financial Services 401(k) Plan at $9M / 30 participants.
- #10,217
- in Professional & Technical Services (20,173 peers)
- +32.2%
- assets growth YoY
Howard Financial Services 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Howard Financial Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,596,719 Top 48% higher than 52% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Howard Financial Services 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. Howard Financial Services 401(k) Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Howard Financial Services 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Howard Financial Services 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Howard Financial Services 401(k) Plan reported participants rose from 27 in the plan year 2023 filing to 30 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 201151802 · Howard Financial Services, Ltd PY 2024 · 401(k)
Howard Financial Services 401(k) Plan · $9M · 30 · 52nd
- PHOTO $9M
- IND 30
- EOY 52nd
- 5500 401(k)
- ASSETS near Aragra 401(k) Plan
- PCT ind #10217
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 Texas →
Howard Financial Services 401(k) Plan in the asset neighbourhood
Howard Financial Services, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Howard Financial Services, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 84.85663519822366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $5M |
| 2023 | 1 | 27 | $7M |
| 2024 | 1 | 30 | $9M |
Howard Financial Services, Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 201151802 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Howard Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Aragra 401(k) Plan in PA ($9M); by covered participants it is Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership in CA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Aragra 401(k) Plan (PA) $9M · 278
- Quest, Inc. 401(k) Plan (FL) $9M · 361
- Multi Dimensional Integration 401(k) Profit Sharing Plan & Trust (PA) $9M · 205
- Cortec Precision Sheetmetal Inc. 401(k) Plan (CA) $9M · 452
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
- Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership (CA) 30 · 0 off
- Optimum Information Services I 401(k) Profit Sharing Plan & Trust (VA) 30 · 0 off
- Jessup & Associates, Inc. Safe Harbor 401(k) Plan (TN) 30 · 0 off
- Doty Pruett Wilson, PC 401(k) Profit Sharing Plan (OR) 30 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.