401(k) · DOL Form 5500 · 2024

Bousquet Holstein PLLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
123
Participants Small participant base
76th
Percentile by assets National rank
$230,529
Avg per participant Above avg balance/head
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Official DOL plan name: Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust · Sponsored by Bousquet Holstein PLLC · New York · Professional & Technical Services

$28M in assets, 123 participants

Bousquet Holstein PLLC's Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust reported $28M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,415 in Professional & Technical Services (20,173 peers)

Coverage in New York

Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $28M.

#15,415
in Professional & Technical Services (20,173 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust's outsized position by total assets

Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,355,045 Top 24% higher than 76% 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

Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust 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. Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust reported participants rose from 118 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161614892 · Bousquet Holstein PLLC PY 2024 · 401(k)

Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust · $28M · 123 · 76th

  • 5500 $28M
  • ASSETS 123
  • PCT 76th
  • EIN 401(k)
  • RANK near Avara Retirement and Savings Plan
  • PHOTO ind #15415

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 →

Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust in the asset neighbourhood

Bousquet Holstein PLLC Employees' Profit Sharing Plan and TrustBousquet Holstein PLLC Emplo…$28MAvara Retirement and Savings PlanAvara Retirement and Savings…$28MThe Life Is Good Company 401(k) Profit Sharing PlanThe Life Is Good Company 401…$28MAmerican Restoration Operations 401(k) PlanAmerican Restoration Operati…$28MAgence France-Presse 401(k) Profit Sharing PlanAgence France-Presse 401(k) …$28M
End-of-year total assets ($M) among Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN161614892
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bousquet Holstein PLLC)

Sponsor-wide plan assets over time

All Bousquet Holstein PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 29.96350485738688% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.8M $28.4M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 115 $22M
2023 1 118 $25M
2024 1 123 $28M

Nearby 401(k) Plans in New York

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

Bousquet Holstein PLLC Employees' 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 ($B) Participants Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust, Total assets ($B): 0.028355045 · Participants: 123Bousquet Holstein PLLC Employees' 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
Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

Bousquet Holstein PLLC Employees' 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 Avara Retirement and Savings Plan in OK ($28M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust assets move in 2024?
Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust grew at a solid clip - up 12.7% during 2024, from $25M to $28M. Reported net income was $3M.
How have Bousquet Holstein PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bousquet Holstein PLLC's sponsor-wide assets grew 30.0%, from $22M to $28M.
Where does Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust ranks in the 76th 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 Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Avara Retirement and Savings Plan in OK ($28M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M in assets).