401(k) · DOL Form 5500 · 2024

History Associates, Incorporated 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
53
Participants Small participant base
59th
Percentile by assets National rank
$219,436
Avg per participant Above avg balance/head
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Official DOL plan name: History Associates, Incorporated Profit Sharing Plan · Sponsored by History Associates, Incorporated · Maryland · Professional & Technical Services

$12M in assets, 53 participants

History Associates, Incorporated's History Associates, Incorporated Profit Sharing Plan reported $12M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,609 in Professional & Technical Services (20,173 peers)

History Associates, Incorporated multi-year trail

History Associates, Incorporated's plans moved +47.5% in assets from 2022 to 2024; this filing shows History Associates, Incorporated Profit Sharing Plan at $12M / 53 participants.

#11,609
in Professional & Technical Services (20,173 peers)
+16.4%
assets growth YoY

History Associates, Incorporated Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

History Associates, Incorporated Profit Sharing Plan vs every filed plan by assets

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

$11,630,092 Top 41% higher than 59% 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

History Associates, Incorporated 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. History Associates, Incorporated Profit Sharing Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • History Associates, Incorporated Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • History Associates, Incorporated Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • History Associates, Incorporated Profit Sharing Plan reported participants rose from 50 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030277643 · History Associates, Incorporated PY 2024 · 401(k)

History Associates, Incorporated Profit Sharing Plan · $12M · 53 · 59th

  • IND $12M
  • IND 53
  • IND 59th
  • IND 401(k)
  • IND near The Hope 401(k) Retirement Savings Plan
  • IND ind #11609

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 Maryland →

History Associates, Incorporated Profit Sharing Plan in the asset neighbourhood

History Associates, Incorporated Profit Sharing PlanHistory Associates, Incorpor…$12MThe Hope 401(k) Retirement Savings PlanThe Hope 401(k) Retirement S…$12MMiller Weisbrod Olesky, LLP 401(k) Profit Sharing and Savings PlanMiller Weisbrod Olesky, LLP …$12MHourly Employee 401(k) Thrift Plan of Pcl Industrial Management Co.Hourly Employee 401(k) Thrif…$12MNoshok, Inc. 401(k) Profit Sharing PlanNoshok, Inc. 401(k) Profit S…$12M
End-of-year total assets ($M) among History Associates, Incorporated Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

History Associates, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All History Associates, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$12M 47.530557167638676% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.88M $11.6M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 48 $8M
2023 1 50 $10M
2024 1 53 $12M

History Associates, Incorporated filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN030277643
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

History Associates, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants History Associates, Incorporated Profit Sharing Plan, Total assets ($B): 0.011630092 · Participants: 53History Associates, Incorporated Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
History Associates, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare History Associates, Incorporated Profit Sharing Plan side-by-side with 3 peers →

History Associates, Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Hope 401(k) Retirement Savings Plan in IL ($12M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 History Associates, Incorporated Profit Sharing Plan assets move in 2024? ▼
History Associates, Incorporated Profit Sharing Plan grew sharply - up 16.4% during 2024, from $10M to $12M. Reported net income was $2M.
How have History Associates, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), History Associates, Incorporated's sponsor-wide assets grew 47.5%, from $8M to $12M.
Which 401(k) plans are similar in size to History Associates, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hope 401(k) Retirement Savings Plan in IL ($12M, 623 participants).
Which 401(k) plans cover a similar participant headcount to History Associates, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 participants, N/A 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 030277643.

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.