401(k) · DOL Form 5500 · 2024
Holwell Shuster & Goldberg, LLP 401(k) Plan
Data updated 2026-08-11
- $29M
- Total assets
- 108
- Participants
- 76th
- Percentile by assets
- $264,089
- Avg per participant
Official DOL plan name: Hsg Retirement Plan · Sponsored by Holwell Shuster & Goldberg, LLP · New York · Professional & Technical Services
$29M in assets, 108 participants
Holwell Shuster & Goldberg, LLP's Hsg Retirement Plan reported $29M in total assets and 108 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.
- 76th percentile by assets (of 123,622 plans)
- #15,432 in Professional & Technical Services (20,173 peers)
Coverage in New York
Hsg Retirement Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $29M.
- $29M
- total plan assets (2024 EOY)
- 108
- covered participants
- 76th
- percentile by assets (of 123,622 plans)
- $264,089
- avg assets per participant
Where Hsg Retirement Plan sits by total assets
Hsg Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,521,652 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hsg Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Hsg Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Hsg Retirement Plan reported participants rose from 99 in the plan year 2023 filing to 108 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Hsg Retirement Plan reports 108 participants - about 14% of that state average ($29M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $6M |
| Employer EIN | 454222592 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holwell Shuster & Goldberg, LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $17M |
| 2023 | 1 | 99 | $23M |
| 2024 | 1 | 108 | $29M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Hsg Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hsg Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Hsg Retirement Plan assets move in 2024? ▼
How have Holwell Shuster & Goldberg, LLP plan assets changed over time? ▼
Where does Hsg Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hsg Retirement Plan? ▼
Next read for Hsg Retirement Plan
Filing takeaways
Ways to act on Hsg Retirement Plan's numbers.
- By total assets, Hsg Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Holwell Shuster & Goldberg, LLP's sponsor-wide assets have grown 63.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans