401(k) · DOL Form 5500 · 2024

Susan L. Howell, Cpa, PC 401(k) Plan

Data updated 2026-08-25

$495K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$494,964
Avg per participant High balance/head
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Official DOL plan name: Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust · Sponsored by Susan L. Howell, Cpa, PC · New York · Professional & Technical Services

$495K in assets, 1 participants

Susan L. Howell, Cpa, PC's Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust reported $495K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,704 in Professional & Technical Services (20,173 peers)

Susan L. Howell, Cpa, PC multi-year trail

Susan L. Howell, Cpa, PC's plans moved +41.4% in assets from 2022 to 2024; this filing shows Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust at $495K / 1 participant.

#2,704
in Professional & Technical Services (20,173 peers)
+19.7%
assets growth YoY

Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$494,964 18th percentile higher than 18% 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

Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust reported net income rose from $64K in the plan year 2023 filing to $81K in the plan year 2024 filing.
  • Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $414K in the plan year 2023 filing to $495K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 753147835 · Susan L. Howell, Cpa, PC PY 2024 · 401(k)

Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust · $495K · 1 · 18th

  • PCT $495K
  • EIN 1
  • RANK 18th
  • PHOTO 401(k)
  • IND near Luxe Atelier Inc. Retirement Plan
  • EOY ind #2704

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 →

Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

R. E. Lee Corporation 401(k) PlanR. E. Lee Corporation 401(k)…$495KSusan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and TrustSusan L. Howell, Cpa, PC 401…$495KLuxe Atelier Inc. Retirement PlanLuxe Atelier Inc. Retirement…$495KThe Borden Bakers, Inc. 401(k) PlanThe Borden Bakers, Inc. 401(…$495KLevel5 Hospitality 401(k) PlanLevel5 Hospitality 401(k) Pl…$495K
End-of-year total assets ($M) among Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Susan L. Howell, Cpa, PC multi-year asset trail

Sponsor-wide plan assets over time

All Susan L. Howell, Cpa, PC plans reported in each filing year

Latest sponsor-wide plan assets
$495K 41.41464933758846% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.35M $0.49M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 1 $350K
2023 1 1 $414K
2024 1 1 $495K

Susan L. Howell, Cpa, PC filing trail (2024)

Total Assets (Beginning of Year)$414K
Net Assets (End of Year)$495K
Net Income$81K
Employer EIN753147835
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000494964 · Participants: 1Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and TrustIBM 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
Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Luxe Atelier Inc. Retirement Plan in OR ($495K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($495K here).

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 Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust grew sharply - up 19.7% during 2024, from $414K to $495K. Reported net income was $81K.
How have Susan L. Howell, Cpa, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susan L. Howell, Cpa, PC's sponsor-wide assets grew 41.4%, from $350K to $495K.
Where does Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust ranks in the 18th 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 401(k) plans are similar in size to Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Luxe Atelier Inc. Retirement Plan in OR ($495K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Susan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 753147835.

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.