401(k) · DOL Form 5500 · 2024
Finn Dixon & Herling LLP 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 105
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $364,638
- Avg per participant High balance/head
Official DOL plan name: Finn Dixon & Herling LLP 401(k) Profit Sharing Plan · Sponsored by Finn Dixon & Herling LLP · Connecticut · Professional & Technical Services
$38M in assets, 105 participants
Finn Dixon & Herling LLP's Finn Dixon & Herling LLP 401(k) Profit Sharing Plan reported $38M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,400 in Professional & Technical Services (20,173 peers)
Coverage in Connecticut
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan covers 105 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $38M.
- #16,400
- in Professional & Technical Services (20,173 peers)
- +10.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan's outsized position by total assets
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,286,970 Top 19% higher than 81% 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
Finn Dixon & Herling LLP 401(k) 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. Finn Dixon & Herling LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Finn Dixon & Herling LLP 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Finn Dixon & Herling LLP 401(k) Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Finn Dixon & Herling LLP 401(k) Profit Sharing Plan reported participants rose from 101 in the plan year 2023 filing to 105 in the plan year 2024 filing.
DOL schedule card
Filing strip 061190097 · Finn Dixon & Herling LLP PY 2024 · 401(k)
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan · $38M · 105 · 81st
- EOY $38M
- EOY 105
- EOY 81st
- EOY 401(k)
- EOY near Txex Energy Investments, LLC 401(k) Plan
- EOY ind #16400
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 Connecticut →
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $4M |
| Employer EIN | 061190097 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Finn Dixon & Herling LLP)
Sponsor-wide plan assets over time
All Finn Dixon & Herling LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 28.080463510671294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $30M |
| 2023 | 1 | 101 | $35M |
| 2024 | 1 | 105 | $38M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Txex Energy Investments, LLC 401(k) Plan in TX ($38M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Txex Energy Investments, LLC 401(k) Plan (TX) $38M · 357
- Manasquan Bank 401(k) Plan (NJ) $38M · 238
- Maury Regional Medical Group 401(k) Savings Plan (TN) $38M · 237
- Gwp 401(k) Profit Sharing Retirement Plan (WA) $38M · 576
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.