401(k) · DOL Form 5500 · 2024
Howard, Wershbale & Co. 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $243,067
- Avg per participant Above avg balance/head
Official DOL plan name: Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust · Sponsored by Howard, Wershbale & Co. · Ohio · Professional & Technical Services
$35M in assets, 146 participants
Howard, Wershbale & Co.'s Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust reported $35M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,173 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust covers 146 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $35M.
- #16,173
- in Professional & Technical Services (20,173 peers)
- +2.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust's outsized position by total assets
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,487,799 Top 20% higher than 80% 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
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust 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. Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $937K in the plan year 2024 filing.
- Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust reported participants rose from 108 in the plan year 2023 filing to 146 in the plan year 2024 filing.
- Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust end-of-year assets rose from $35M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 341663157 · Howard, Wershbale & Co. PY 2024 · 401(k)
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust · $35M · 146 · 80th
- PCT $35M
- EIN 146
- RANK 80th
- PHOTO 401(k)
- IND near Luvata Appleton LLC Investment Plan
- EOY ind #16173
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 Ohio →
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $937K |
| Employer EIN | 341663157 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Howard, Wershbale & Co.)
Sponsor-wide plan assets over time
All Howard, Wershbale & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 17.393926735295043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $30M |
| 2023 | 1 | 108 | $35M |
| 2024 | 1 | 146 | $35M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Luvata Appleton LLC Investment Plan in WI ($35M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Luvata Appleton LLC Investment Plan (WI) $35M · 176
- Si-Bone, Inc. 401(k) Plan (CA) $35M · 320
- Carroll Daniel Inc. Retirement Plan (GA) $35M · 373
- Monterey Mushrooms 401(k) Plan (TX) $35M · 1,268
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Peoples Pharmacy, Inc. 401(k) Plan (TX) 146 · 0 off
- Ultra Poly Corporation Retirement Savings Plan (PA) 146 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.