My Plan Facts

Employers › New York

Employer · plans filed under one EIN

F.M. Howell & Company

Elmira, NY · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$47.4Mnet assets across plans
478participant records343 active
$461Kemployer contributions, latest plan years$1,343 per active record
$51KSchedule C compensation to organisations$105.99 per participant record

2 retirement plans with 100 or more participants file Form 5500 under F.M. Howell & Company's employer identification number (Elmira, New York). Their latest filings total 478 participant records and $47.4M in net assets.

The largest is F.M. Howell & Company Part III Retirement Savings Plan 401(k), a 401(k) plan with 253 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $461K and participant contributions $982K in the latest plan years; benefits paid were $5.3M. Schedule C compensation reported to service provider organisations totalled $51K.

Combined net assets moved from $22.2M in 2009 to $47.4M in 2025 (up 113%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
F.M. Howell & Company Part III Retirement Savings Plan 401(k)401(k) plan2025253$26.8M$105,860$705$0
F.M. Howell & Company Part I Profit Sharing Planprofit-sharing plan2025225$20.7M$91,809$2,064$51K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $22.2M2010: $23.6M2011: $23.4M2012: $25.9M2013: $29.7M2014: $29.2M2015: $26.8M2016: $28.4M2017: $32.5M2018: $29.6M2019: $34.0M2020: $38.8M2021: $44.7M2022: $37.6M2023: $43.5M2024: $45.4M2025: $47.4M$22.2M$47.4M200920122016202020242025
Combined net assets
2009: 4692010: 4632011: 4602012: 4362013: 4432014: 4422015: 4012016: 5122017: 4202018: 4622019: 4432020: 4512021: 4782022: 5042023: 4822024: 4972025: 478469512478200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20252478$47.4M$460K$982K
20242497$45.4M$752K$968K
20232482$43.5M$827K$955K
20222504$37.6M$1.1M$946K
20212478$44.7M$885K$897K
20202451$38.8M$718K$849K
20192443$34.0M$616K$821K
20182462$29.6M$620K$853K
20172420$32.5M$587K$786K
20162512$28.4M$458K$786K
20152401$26.8M$101K$772K
20142442$29.2M$465K$699K
20132443$29.7M$91K$687K
20122436$25.9M$92K$716K
20112460$23.4M$92K$738K
20102463$23.6M$98K$757K
20092469$22.2M$670K$802K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Wells Fargo Clearing Services LLC—1$49,623
Empower Life & Annuity Insurance—1$1,040

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Wells Fargo Clearing Services LLC$50K
Empower Life & Annuity Insurance$1,040

Questions and answers

How many retirement plans does F.M. Howell & Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: F.M. Howell & Company Part III Retirement Savings Plan 401(k) and F.M. Howell & Company Part I Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does F.M. Howell & Company contribute to its plans?

$460,781 in employer contributions across these plans in their latest plan years, about $1,343 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Wells Fargo Clearing Services LLC and Empower Life & Annuity Insurance. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.