401(k) · DOL Form 5500 · 2024

Hinman, Howard & Kattell, LLP 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
145
Participants Small participant base
84th
Percentile by assets National rank
$347,016
Avg per participant High balance/head
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Official DOL plan name: Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 · Sponsored by Hinman, Howard & Kattell, LLP · New York · Professional & Technical Services

$50M in assets, 145 participants

Hinman, Howard & Kattell, LLP's Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 reported $50M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,156 in Professional & Technical Services (20,173 peers)

Coverage in New York

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $50M.

#17,156
in Professional & Technical Services (20,173 peers)
+11.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1's outsized position by total assets

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 vs every filed plan by assets

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

$50,317,255 Top 16% higher than 84% 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

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 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. Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 reported participants fell from 196 in the plan year 2023 filing to 145 in the plan year 2024 filing.
  • Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 end-of-year assets rose from $45M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 150561878 · Hinman, Howard & Kattell, LLP PY 2024 · 401(k)

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 · $50M · 145 · 84th

  • IND $50M
  • IND 145
  • IND 84th
  • IND 401(k)
  • IND near Orthopedic Associates of Lancaster, Ltd. 401(k) Profit Sharing Plan
  • IND ind #17156

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 →

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 in the asset neighbourhood

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1Hinman, Howard & Kattell, LL…$50MOrthopedic Associates of Lancaster, Ltd. 401(k) Profit Sharing PlanOrthopedic Associates of Lan…$50MWyche Professional Association Profit Sharing PlanWyche Professional Associati…$50MGlobal Tax Management, Inc. 401(k) Profit Sharing PlanGlobal Tax Management, Inc. …$50MThe Broe Group 401(k) Retirement Savings PlanThe Broe Group 401(k) Retire…$50M
End-of-year total assets ($M) among Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$50M
Net Income$5M
Employer EIN150561878
Plan Effective Date1969-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Hinman, Howard & Kattell, LLP)

Sponsor-wide plan assets over time

All Hinman, Howard & Kattell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$101M 11.298748751995806% vs 2023
2024 filing year
$85M$90M$95M$100M$105M 20232024 $90.4M $101M ▲ +11.3%
Year Plans Participants Total Assets
2023 2 198 $90M
2024 2 147 $101M

Nearby 401(k) Plans in New York

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

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1, Total assets ($B): 0.050317255 · Participants: 145Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1IBM 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
Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 side-by-side with 3 peers →

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Orthopedic Associates of Lancaster, Ltd. 401(k) Profit Sharing Plan in PA ($50M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); 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 Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 assets move in 2024? ▼
Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 grew at a solid clip - up 11.3% during 2024, from $45M to $50M. Reported net income was $5M.
How have Hinman, Howard & Kattell, LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hinman, Howard & Kattell, LLP's sponsor-wide assets grew 11.3%, from $90M to $101M.
Where does Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 rank by assets among Form 5500 filers? ▼
Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1? ▼
Among 401(k) plans in other states, the closest by assets is Orthopedic Associates of Lancaster, Ltd. 401(k) Profit Sharing Plan in PA ($50M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, 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 150561878.

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.