· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOWARD ENGLE, INC. — HOWARD ENGLE, INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250925153354NAL0003620563001
HOWARD ENGLE, INC.
Form 5500-SF
FILING_RECEIVED
HOWARD ENGLE, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOWARD ENGLE, INC.
.
Find decision makers
Plan sponsor
Name
HOWARD ENGLE, INC.
EIN
13-3719151
Address
15 WEST 47TH STREET, SUITE 706 · NEW YORK, NY · 10036
Phone
(212) 682-2999
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
J. & S.S. DEYOUNG, INC.
J. & S.S. DEYOUNG, INC. 401(K) PROFIT SHARING PLAN
$3.5M · 4 participants
LA VIE PARISIENNE CORPORATION
LA VIE PAISIENNE CORPORATION PROFIT SHARING PLAN
$3.5M · 10 participants
ALBERT DAVID PEARLS & GEMS, INC.
ALBERT DAVID PEARLS & GEMS, INC. DEFINED BENEFIT PLAN
$3.5M · 6 participants
S & M KAUFMAN
S & M KAUFMAN PENSION PLAN
$3.5M · 3 participants
MASTERPIECE DIAMONDS LLC
MASTERPIECE DIAMONDS LLC CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.4M · 10 participants
DISCOUNT TROPHY & CO., INC.
DISCOUNT TROPHY & CO., INC. 401(K) PLAN
$3.4M · 114 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B