401(k)
2024 plan-year 401(k) DOL Form 5500

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Finn Dixon & Herling LLP · Connecticut · Professional & Technical Services

What the 2023 filing shows

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan holds $38M for 105 participants — about $364,638 per participant, up 10.2% over the 2024 plan year.

$38M
total plan assets (2024 EOY)
105
covered participants
$364,638
avg assets per participant
+10.2%
assets growth YoY
Total Assets (2023)
$38M
Participants
105
State
Industry
Professional & Technical Services

What the Filing Says About Finn Dixon & Herling LLP 401(k) Profit Sharing Plan

Finn Dixon & Herling LLP 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Finn Dixon & Herling LLP, headquartered in Connecticut. As of the 2024 Form 5500 filing, the plan reports $38M in total end-of-year assets and covers 105 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 061190097, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2024 to $38M at year-end — a gain of 10.2%. Net assets (after liabilities) closed the year at $38M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$35M
Total Assets (End of Year)$38M
Net Assets (End of Year)$38M
Net Income$4M
Plan Type401(k)
Employer EIN061190097
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finn Dixon & Herling LLP)

Year Plans Participants Total Assets
2022 1 103 $30M
2023 1 101 $35M
2024 1 105 $38M

Nearby 401(k) Plans in Connecticut

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Frequently Asked Questions

How much money is in the Finn Dixon & Herling LLP 401(k) Profit Sharing Plan?
As of the 2024 Form 5500 filing, Finn Dixon & Herling LLP 401(k) Profit Sharing Plan holds $38M in total assets with 105 participants. It is sponsored by Finn Dixon & Herling LLP.
What type of plan is Finn Dixon & Herling LLP 401(k) Profit Sharing Plan?
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 061190097.
Who sponsors the Finn Dixon & Herling LLP 401(k) Profit Sharing Plan?
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan is sponsored by Finn Dixon & Herling LLP, located in Connecticut. The sponsor's EIN is 061190097 and the plan operates in the Professional & Technical Services industry.
How did Finn Dixon & Herling LLP 401(k) Profit Sharing Plan perform in 2024?
Finn Dixon & Herling LLP 401(k) Profit Sharing Plan grew by 10.2% during 2024, moving from $35M to $38M in total assets. Net income was $4M.
Where can I find official filings for Finn Dixon & Herling LLP 401(k) Profit Sharing Plan?
Official Form 5500 filings for Finn Dixon & Herling LLP 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061190097 or plan name at efast.dol.gov.
How does Finn Dixon & Herling LLP 401(k) Profit Sharing Plan compare to other plans?
You can compare Finn Dixon & Herling LLP 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 061190097.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.