401(k) · DOL Form 5500 · 2024

HOUWZER 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 37
Participants Small participant base: 26th
Percentile by assets National rank: $39,026
Avg per participant Low balance/head

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Official DOL plan name: Houwzer 401(k) Plan · Sponsored by HOUWZER · Pennsylvania · Real Estate

$1M in assets, 37 participants

HOUWZER's Houwzer 401(k) Plan reported $1M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#2,039 in Real Estate (4,605 peers)

HOUWZER multi-year trail

HOUWZER's plans moved +48.0% in assets from 2022 to 2024; this filing shows Houwzer 401(k) Plan at $1M / 37 participants.

#2,039
in Real Estate (4,605 peers): -5.7%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Houwzer 401(k) Plan among the smaller filed plans by assets

Houwzer 401(k) Plan vs every filed plan by assets

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

$1,443,963 26th percentile higher than 26% 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

Houwzer 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. Houwzer 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Houwzer 401(k) Plan reported net income fell from $247K in the plan year 2023 filing to -$73K in the plan year 2024 filing.
Houwzer 401(k) Plan reported participants fell from 61 in the plan year 2023 filing to 37 in the plan year 2024 filing.
Houwzer 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472138699 · HOUWZER PY 2024 · 401(k)

Houwzer 401(k) Plan · $1M · 37 · 26th

ASSETS $1M
ASSETS 37
ASSETS 26th
ASSETS 401(k)
ASSETS near Cts Excavations, LLC Safe Harbor 401(k) Plan
ASSETS ind #2039

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 Real Estate retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Houwzer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

HOUWZER multi-year asset trail

Latest sponsor-wide plan assets: $1M 48.03788390620883% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	121	$975K
2023	1	61	$2M
2024	1	37	$1M

HOUWZER filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$1M
Net Income	-$73K
Employer EIN	472138699
Plan Effective Date	2019-01-13
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Houwzer 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Houwzer 401(k) Plan side-by-side with 3 peers →

Houwzer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cts Excavations, LLC Safe Harbor 401(k) Plan in AL ($1M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Cts Excavations, LLC Safe Harbor 401(k) Plan (AL) $1M · 77
Lewfla, Inc. 401(k) Profit Sharing Plan (FL) $1M · 2
Sheldon Holdings Corporation 401(k) Plan (MI) $1M · 22
Securities Transfer Corporation 401(k) Profit Sharing Plan (TX) $1M · 17

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

Carnahan Evans PC Profit Sharing Plan (MO) 37 · 0 off
Hub City P.B.E., Inc. Employee Benefit Plan (TN) 37 · 0 off
Select Commercial Services, L.L.C. 401(k) Plan (TX) 37 · 0 off
Ai-Tek Instruments LLC 401(k) Profit Sharing Plan & Trust (CT) 37 · 0 off

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 Houwzer 401(k) Plan assets move in 2024? ▼

Houwzer 401(k) Plan pulled back noticeably - down 5.7% during 2024, from $2M to $1M. Reported net income was -$73K.

How have HOUWZER plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), HOUWZER's sponsor-wide assets grew 48.0%, from $975K to $1M.

Which 401(k) plans are similar in size to Houwzer 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cts Excavations, LLC Safe Harbor 401(k) Plan in AL ($1M, 77 participants).

Which 401(k) plans cover a similar participant headcount to Houwzer 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M 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 472138699.