401(k) · DOL Form 5500 · 2024

Harter Secrest & Emery LLP 401(k) Plan

Data updated 2026-08-25

$160M
Total assets Near avg plan size
180
Participants Small participant base
93rd
Percentile by assets National rank
$886,485
Avg per participant High balance/head
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Official DOL plan name: Harter Secrest & Emery Savings and Profit-Sharing Plan · Sponsored by Harter Secrest & Emery LLP · New York · Professional & Technical Services

$160M in assets, 180 participants

Harter Secrest & Emery LLP's Harter Secrest & Emery Savings and Profit-Sharing Plan reported $160M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,029 in Professional & Technical Services (20,173 peers)

Coverage in New York

Harter Secrest & Emery Savings and Profit-Sharing Plan covers 180 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $160M.

#19,029
in Professional & Technical Services (20,173 peers)
+9.9%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Harter Secrest & Emery Savings and Profit-Sharing Plan's outsized position by total assets

Harter Secrest & Emery Savings and Profit-Sharing Plan vs every filed plan by assets

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

$159,567,302 Top 7% higher than 93% 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

Harter Secrest & Emery Savings and Profit-Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harter Secrest & Emery Savings and Profit-Sharing Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harter Secrest & Emery Savings and Profit-Sharing Plan end-of-year assets rose from $145M in the plan year 2023 filing to $160M in the plan year 2024 filing.
  • Harter Secrest & Emery Savings and Profit-Sharing Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Harter Secrest & Emery Savings and Profit-Sharing Plan reported participants rose from 177 in the plan year 2023 filing to 180 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 160766172 · Harter Secrest & Emery LLP PY 2024 · 401(k)

Harter Secrest & Emery Savings and Profit-Sharing Plan · $160M · 180 · 93rd

  • SCH $160M
  • SCH 180
  • SCH 93rd
  • SCH 401(k)
  • SCH near Cumming Management Group, Inc. 401(k) Plan-II
  • SCH ind #19029

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 →

Harter Secrest & Emery Savings and Profit-Sharing Plan in the asset neighbourhood

Liskow and Lewis Retirement Plan and TrustLiskow and Lewis Retirement …$160MCts Corporation Retirement Savings PlanCts Corporation Retirement S…$160MCumming Management Group, Inc. 401(k) Plan-IICumming Management Group, In…$160MHarter Secrest & Emery Savings and Profit-Sharing PlanHarter Secrest & Emery Savin…$160MEndress+Hauser Inc. Employees 401(k)/Retirement Savings PlanEndress+Hauser Inc. Employee…$159M
End-of-year total assets ($M) among Harter Secrest & Emery Savings and Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$160M
Net Income$14M
Employer EIN160766172
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harter Secrest & Emery LLP)

Sponsor-wide plan assets over time

All Harter Secrest & Emery LLP plans reported in each filing year

Latest sponsor-wide plan assets
$160M 22.809616285613956% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $160M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 196 $130M
2023 1 177 $145M
2024 1 180 $160M

Nearby 401(k) Plans in New York

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

Harter Secrest & Emery Savings and Profit-Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Harter Secrest & Emery Savings and Profit-Sharing Plan, Total assets ($B): 0.159567302 · Participants: 180Harter Secrest & Emery Savings and Profit-Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Harter Secrest & Emery Savings and Profit-Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Harter Secrest & Emery Savings and Profit-Sharing Plan side-by-side with 3 peers →

Harter Secrest & Emery Savings and Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cumming Management Group, Inc. 401(k) Plan-II in CA ($160M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Harter Secrest & Emery Savings and Profit-Sharing Plan assets move in 2024? ▼
Harter Secrest & Emery Savings and Profit-Sharing Plan grew at a solid clip - up 9.9% during 2024, from $145M to $160M. Reported net income was $14M.
How have Harter Secrest & Emery LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harter Secrest & Emery LLP's sponsor-wide assets grew 22.8%, from $130M to $160M.
Where does Harter Secrest & Emery Savings and Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Harter Secrest & Emery Savings and Profit-Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Harter Secrest & Emery Savings and Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cumming Management Group, Inc. 401(k) Plan-II in CA ($160M, 1,329 participants).
Which 401(k) plans cover a similar participant headcount to Harter Secrest & Emery Savings and Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Costello, Inc. 401(k) Plan in TX (180 participants, N/A 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 160766172.

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.