401(k) · DOL Form 5500 · 2024

Howe, Bonney & Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
32nd
Percentile by assets National rank
$346,856
Avg per participant High balance/head
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Official DOL plan name: Howe, Bonney & Associates 401(k) Plan · Sponsored by Howe, Bonney & Associates · California · Professional & Technical Services

$2M in assets, 7 participants

Howe, Bonney & Associates's Howe, Bonney & Associates 401(k) Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,584 in Professional & Technical Services (20,173 peers)

Howe, Bonney & Associates multi-year trail

Howe, Bonney & Associates's plans moved -14.0% in assets from 2022 to 2024; this filing shows Howe, Bonney & Associates 401(k) Plan at $2M / 7 participants.

#5,584
in Professional & Technical Services (20,173 peers)
-19.1%
assets change YoY

The plan reported a net loss of $574K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Howe, Bonney & Associates 401(k) Plan among the smaller filed plans by assets

Howe, Bonney & Associates 401(k) Plan vs every filed plan by assets

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

$2,427,991 32nd percentile higher than 32% 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

Howe, Bonney & Associates 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Howe, Bonney & Associates 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Howe, Bonney & Associates 401(k) Plan reported net income fell from $177K in the plan year 2023 filing to -$574K in the plan year 2024 filing.
  • Howe, Bonney & Associates 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 931271186 · Howe, Bonney & Associates PY 2024 · 401(k)

Howe, Bonney & Associates 401(k) Plan · $2M · 7 · 32nd

  • BOOK $2M
  • VS-ST 7
  • BOY 32nd
  • SCH 401(k)
  • EBSA near Double H Burger Company LLC 401(k) Plan
  • PART ind #5584

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 California →

Howe, Bonney & Associates 401(k) Plan in the asset neighbourhood

Howe, Bonney & Associates 401(k) PlanHowe, Bonney & Associates 40…$2MDouble H Burger Company LLC 401(k) PlanDouble H Burger Company LLC …$2MLake Erie Tobacco Company 401(k) Profit Sharing Plan and TrustLake Erie Tobacco Company 40…$2MGreystone Ob/Gyn, PC 401(k) PlanGreystone Ob/Gyn, PC 401(k) …$2MBunker Hill 401(k) Plan$2M
End-of-year total assets ($M) among Howe, Bonney & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Howe, Bonney & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Howe, Bonney & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.029131060738573% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.82M $2.43M ▼ -13.8%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 7 $3M
2024 1 7 $2M

Howe, Bonney & Associates filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$574K
Employer EIN931271186
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Howe, Bonney & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Howe, Bonney & Associates 401(k) Plan, Total assets ($B): 0.002427991 · Participants: 7Howe, Bonney & Associates 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Howe, Bonney & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Howe, Bonney & Associates 401(k) Plan side-by-side with 3 peers →

Howe, Bonney & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Double H Burger Company LLC 401(k) Plan in TX ($2M); by covered participants it is Cz14, Inc. 401(k) Plan in DE (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

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 Howe, Bonney & Associates 401(k) Plan assets move in 2024? ▼
Howe, Bonney & Associates 401(k) Plan declined sharply - down 19.1% during 2024, from $3M to $2M. Reported net income was -$574K.
How have Howe, Bonney & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howe, Bonney & Associates's sponsor-wide assets declined 14.0%, from $3M to $2M.
Which 401(k) plans are similar in size to Howe, Bonney & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Double H Burger Company LLC 401(k) Plan in TX ($2M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Howe, Bonney & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cz14, Inc. 401(k) Plan in DE (7 participants, $380K 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 931271186.

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.