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
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
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.
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
New York filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 161614892 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING 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
| 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.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Clark's Termite & Pest Control 401(k) Plan (NJ) 123 · 0 off
- App Annie 401(k) Plan (CA) 123 · 0 off
- Valley Chrome Plating, Inc. 401(k) Plan (CA) 123 · 0 off
- Atg Retirement Savings Plan (FL) 123 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.