401(k) · DOL Form 5500 · 2024

Hart Howerton, Ltd. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
266
Participants Below avg headcount
82nd
Percentile by assets National rank
$161,053
Avg per participant Above avg balance/head
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Official DOL plan name: Hart Howerton 401(k) Profit Sharing Plan · Sponsored by Hart Howerton, Ltd. · California · Professional & Technical Services

$43M in assets, 266 participants

Hart Howerton, Ltd.'s Hart Howerton 401(k) Profit Sharing Plan reported $43M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,715 in Professional & Technical Services (20,173 peers)

Coverage in California

Hart Howerton 401(k) Profit Sharing Plan covers 266 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $43M.

#16,715
in Professional & Technical Services (20,173 peers)
+13.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hart Howerton 401(k) Profit Sharing Plan's outsized position by total assets

Hart Howerton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$42,840,097 Top 18% higher than 82% 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

Hart Howerton 401(k) Profit Sharing Plan 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. Hart Howerton 401(k) Profit Sharing Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hart Howerton 401(k) Profit Sharing Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Hart Howerton 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Hart Howerton 401(k) Profit Sharing Plan reported participants rose from 247 in the plan year 2023 filing to 266 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942787680 · Hart Howerton, Ltd. PY 2024 · 401(k)

Hart Howerton 401(k) Profit Sharing Plan · $43M · 266 · 82nd

  • SCH $43M
  • SCH 266
  • SCH 82nd
  • SCH 401(k)
  • SCH near Merrimack Valley Credit Union Retirement Savings Plan
  • SCH ind #16715

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 California →

Hart Howerton 401(k) Profit Sharing Plan in the asset neighbourhood

Hart Howerton 401(k) Profit Sharing PlanHart Howerton 401(k) Profit …$43MMerrimack Valley Credit Union Retirement Savings PlanMerrimack Valley Credit Unio…$43MSavings and Retirement Plan for Employees of Great Bay Distributors, Inc.Savings and Retirement Plan …$43MThe Widewaters Group Inc. Retirement Savings PlanThe Widewaters Group Inc. Re…$43MNacds 401(k) Incentive Savings PlanNacds 401(k) Incentive Savin…$43M
End-of-year total assets ($M) among Hart Howerton 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN942787680
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hart Howerton, Ltd.)

Sponsor-wide plan assets over time

All Hart Howerton, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 56.372999276977275% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.4M $42.8M ▲ +56.4%
Year Plans Participants Total Assets
2022 1 218 $27M
2023 1 247 $38M
2024 1 266 $43M

Nearby 401(k) Plans in California

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

Hart Howerton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hart Howerton 401(k) Profit Sharing Plan, Total assets ($B): 0.042840097 · Participants: 266Hart Howerton 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Hart Howerton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hart Howerton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hart Howerton 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Merrimack Valley Credit Union Retirement Savings Plan in MA ($43M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Hart Howerton 401(k) Profit Sharing Plan assets move in 2024? ▼
Hart Howerton 401(k) Profit Sharing Plan grew at a solid clip - up 13.2% during 2024, from $38M to $43M. Reported net income was $5M.
How have Hart Howerton, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hart Howerton, Ltd.'s sponsor-wide assets grew 56.4%, from $27M to $43M.
Where does Hart Howerton 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hart Howerton 401(k) Profit Sharing Plan ranks in the 82nd 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 Hart Howerton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merrimack Valley Credit Union Retirement Savings Plan in MA ($43M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Hart Howerton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants, $6M 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 942787680.

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.