401(k) · DOL Form 5500 · 2024

Lucia Howard 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
1
Participants Small participant base
85th
Percentile by assets National rank
$51.8M
Avg per participant High balance/head
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Official DOL plan name: Nh Profit Sharing Plan & Trust · Sponsored by Lucia Howard · Arizona · Professional & Technical Services

$52M in assets, 1 participants

Lucia Howard's Nh Profit Sharing Plan & Trust reported $52M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,226 in Professional & Technical Services (20,173 peers)

Where Nh Profit Sharing Plan & Trust sits by assets

Nh Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $52M for 1 participant (~$51.8M/participant), up 7.7% in 2024.

#17,226
in Professional & Technical Services (20,173 peers)
+7.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Nh Profit Sharing Plan & Trust's outsized position by total assets

Nh Profit Sharing Plan & Trust vs every filed plan by assets

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

$51,840,654 Top 15% higher than 85% 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

Nh Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nh Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nh Profit Sharing Plan & Trust reported net income rose from -$273K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Nh Profit Sharing Plan & Trust end-of-year assets rose from $48M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860278760 · Lucia Howard PY 2024 · 401(k)

Nh Profit Sharing Plan & Trust · $52M · 1 · 85th

  • VS-ST $52M
  • VS-ST 1
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Northstar Travel Media, LLC 401(k) Plan
  • VS-ST ind #17226

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 Arizona →

Nh Profit Sharing Plan & Trust in the asset neighbourhood

Roosevelt Paper Company 401(k) Retirement Savings PlanRoosevelt Paper Company 401(…$52MNh Profit Sharing Plan & TrustNh Profit Sharing Plan & Tru…$52MNorthstar Travel Media, LLC 401(k) PlanNorthstar Travel Media, LLC …$52MO&g Industries, Inc. 401(k) Salary Reduction Plan & TrustO&g Industries, Inc. 401(k) …$52MLoop Capital Markets, LLC 401(k) Plan & TrustLoop Capital Markets, LLC 40…$52M
End-of-year total assets ($M) among Nh Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN860278760
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucia Howard)

Sponsor-wide plan assets over time

All Lucia Howard plans reported in each filing year

Latest sponsor-wide plan assets
$52M 7.001085147392342% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $48.5M $51.8M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 1 $48M
2023 1 1 $48M
2024 1 1 $52M

Nearby 401(k) Plans in Arizona

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

Nh Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Nh Profit Sharing Plan & Trust, Total assets ($B): 0.051840654 · Participants: 1Nh Profit Sharing Plan & TrustBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Nh Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Nh Profit Sharing Plan & Trust side-by-side with 3 peers →

Nh Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Northstar Travel Media, LLC 401(k) Plan in NJ ($52M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Nh Profit Sharing Plan & Trust assets move in 2024? ▼
Nh Profit Sharing Plan & Trust grew at a solid clip - up 7.7% during 2024, from $48M to $52M. Reported net income was $4M.
How have Lucia Howard plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucia Howard's sponsor-wide assets grew 7.0%, from $48M to $52M.
Where does Nh Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Nh Profit Sharing Plan & Trust ranks in the 85th 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 Nh Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Northstar Travel Media, LLC 401(k) Plan in NJ ($52M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Nh Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 860278760.

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.