401(k) · DOL Form 5500 · 2024

Nugent & Haeussler PC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
26
Participants Small participant base
73rd
Percentile by assets National rank
$895,916
Avg per participant High balance/head
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Official DOL plan name: Nugent & Haeussler PC Profit Sharing Plan · Sponsored by Nugent & Haeussler PC · New York · Professional & Technical Services

$23M in assets, 26 participants

Nugent & Haeussler PC's Nugent & Haeussler PC Profit Sharing Plan reported $23M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,664 in Professional & Technical Services (20,173 peers)

Nugent & Haeussler PC multi-year trail

Nugent & Haeussler PC's plans moved +33.6% in assets from 2022 to 2024; this filing shows Nugent & Haeussler PC Profit Sharing Plan at $23M / 26 participants.

#14,664
in Professional & Technical Services (20,173 peers)
+12.9%
assets growth YoY

Nugent & Haeussler PC Profit Sharing Plan's outsized position by total assets

Nugent & Haeussler PC Profit Sharing Plan vs every filed plan by assets

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

$23,293,826 Top 27% higher than 73% 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

Nugent & Haeussler PC Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nugent & Haeussler PC Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nugent & Haeussler PC Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Nugent & Haeussler PC Profit Sharing Plan reported participants fell from 34 in the plan year 2023 filing to 26 in the plan year 2024 filing.
  • Nugent & Haeussler PC Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 141567370 · Nugent & Haeussler PC PY 2024 · 401(k)

Nugent & Haeussler PC Profit Sharing Plan · $23M · 26 · 73rd

  • EIN $23M
  • EIN 26
  • EIN 73rd
  • EIN 401(k)
  • EIN near Swanson Russell 401(k) Retirement Plan
  • EIN ind #14664

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 →

Nugent & Haeussler PC Profit Sharing Plan in the asset neighbourhood

Credence Management Solutions Global Health 401(k) Profit Sharing PlanCredence Management Solution…$23MCatalyst Exhibits, Inc. 401(k) PlanCatalyst Exhibits, Inc. 401(…$23MNugent & Haeussler PC Profit Sharing PlanNugent & Haeussler PC Profit…$23MSwanson Russell 401(k) Retirement PlanSwanson Russell 401(k) Retir…$23MRedguard, LLC 401(k) Plan$23M
End-of-year total assets ($M) among Nugent & Haeussler PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nugent & Haeussler PC multi-year asset trail

Sponsor-wide plan assets over time

All Nugent & Haeussler PC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.58175420406609% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $23.3M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 35 $17M
2023 1 34 $21M
2024 1 26 $23M

Nugent & Haeussler PC filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN141567370
Plan Effective Date1967-10-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Nugent & Haeussler PC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Nugent & Haeussler PC Profit Sharing Plan, Total assets ($B): 0.023293826 · Participants: 26Nugent & Haeussler PC Profit Sharing PlanIBM 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
Nugent & Haeussler PC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nugent & Haeussler PC Profit Sharing Plan side-by-side with 3 peers →

Nugent & Haeussler PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Swanson Russell 401(k) Retirement Plan in NE ($23M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Nugent & Haeussler PC Profit Sharing Plan assets move in 2024? ▼
Nugent & Haeussler PC Profit Sharing Plan grew at a solid clip - up 12.9% during 2024, from $21M to $23M. Reported net income was $2M.
How have Nugent & Haeussler PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nugent & Haeussler PC's sponsor-wide assets grew 33.6%, from $17M to $23M.
Which 401(k) plans are similar in size to Nugent & Haeussler PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swanson Russell 401(k) Retirement Plan in NE ($23M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Nugent & Haeussler PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M 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 141567370.

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.