Defined Benefit (Pension) · DOL Form 5500 · 2024

Steven E. Howell, Cpa, PC Pension Plan

Data updated 2026-08-25

$651K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$650,770
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven E. Howell, Cpa, PC Cash Balance Plan · Sponsored by Steven E. Howell, Cpa, PC · New York · Professional & Technical Services

$651K in assets, 1 participants

Steven E. Howell, Cpa, PC's Steven E. Howell, Cpa, PC Cash Balance Plan reported $651K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,039 in Professional & Technical Services (20,173 peers)

Steven E. Howell, Cpa, PC multi-year trail

Steven E. Howell, Cpa, PC's plans moved +174.2% in assets from 2022 to 2024; this filing shows Steven E. Howell, Cpa, PC Cash Balance Plan at $651K / 1 participant.

#3,039
in Professional & Technical Services (20,173 peers)
+112.5%
assets growth YoY

Steven E. Howell, Cpa, PC Cash Balance Plan among the smaller filed plans by assets

Steven E. Howell, Cpa, PC Cash Balance Plan vs every filed plan by assets

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

$650,770 20th percentile higher than 20% 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

Steven E. Howell, Cpa, PC Cash Balance 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. Steven E. Howell, Cpa, PC Cash Balance Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steven E. Howell, Cpa, PC Cash Balance Plan end-of-year assets rose from $306K in the plan year 2023 filing to $651K in the plan year 2024 filing.
  • Steven E. Howell, Cpa, PC Cash Balance Plan reported net income rose from $306K in the plan year 2023 filing to $345K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 900149456 · Steven E. Howell, Cpa, PC PY 2024 · Defined Benefit (Pension)

Steven E. Howell, Cpa, PC Cash Balance Plan · $651K · 1 · 20th

  • TYPE $651K
  • NET 1
  • BOOK 20th
  • VS-ST Defined Benefit (Pension)
  • BOY near Freedom Raine Productions Inc Defined Benefit Pension Plan
  • SCH ind #3039

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 →

Steven E. Howell, Cpa, PC Cash Balance Plan in the asset neighbourhood

Alpha Road Productions Defined Benefit Pension PlanAlpha Road Productions Defin…$658KSteven E. Howell, Cpa, PC Cash Balance PlanSteven E. Howell, Cpa, PC Ca…$651KFreedom Raine Productions Inc Defined Benefit Pension PlanFreedom Raine Productions In…$653KJohn D Steves Cash Balance PlanJohn D Steves Cash Balance P…$653KBest Day Ever Inc Defined Benefit Pension PlanBest Day Ever Inc Defined Be…$643K
End-of-year total assets ($M) among Steven E. Howell, Cpa, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Steven E. Howell, Cpa, PC multi-year asset trail

Sponsor-wide plan assets over time

All Steven E. Howell, Cpa, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 174.2319335515687% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.54M $1.49M ▲ +175.9%
Year Plans Participants Total Assets
2022 1 1 $544K
2023 2 2 $982K
2024 2 2 $1M

Steven E. Howell, Cpa, PC filing trail (2024)

Total Assets (Beginning of Year)$306K
Net Assets (End of Year)$651K
Net Income$345K
Employer EIN900149456
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Steven E. Howell, Cpa, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Steven E. Howell, Cpa, PC Cash Balance Plan, Total assets ($B): 0.00065077 · Participants: 1Steven E. Howell, Cpa, PC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Steven E. Howell, Cpa, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Steven E. Howell, Cpa, PC Cash Balance Plan side-by-side with 3 peers →

Steven E. Howell, Cpa, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Freedom Raine Productions Inc Defined Benefit Pension Plan in CA ($653K); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Steven E. Howell, Cpa, PC Cash Balance Plan assets move in 2024? ▼
Steven E. Howell, Cpa, PC Cash Balance Plan surged - up 112.5% during 2024, from $306K to $651K. Reported net income was $345K.
How have Steven E. Howell, Cpa, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven E. Howell, Cpa, PC's sponsor-wide assets grew 174.2%, from $544K to $1M.
Where does Steven E. Howell, Cpa, PC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Steven E. Howell, Cpa, PC Cash Balance Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Steven E. Howell, Cpa, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Freedom Raine Productions Inc Defined Benefit Pension Plan in CA ($653K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Steven E. Howell, Cpa, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, 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 900149456.

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.